IFP Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
17,738
-357
| -2% | -$30.3K | 0.04% | 431 |
|
|
2025
Q1 | $1.49M | Buy |
18,095
+754
| +4% | +$62.1K | 0.05% | 441 |
|
|
2024
Q4 | $1.47M | Buy |
17,341
+2,171
| +14% | +$183K | 0.05% | 427 |
|
|
2024
Q3 | $1.35M | Buy |
15,170
+12,044
| +385% | +$1.07M | 0.05% | 399 |
|
|
2024
Q2 | $230K | Buy |
3,126
+8
| +0.3% | +$590 | 0.01% | 976 |
|
|
2024
Q1 | $208K | Buy |
3,118
+1,234
| +65% | +$82.4K | 0.01% | 978 |
|
|
2023
Q4 | $115K | Buy |
1,884
+227
| +14% | +$13.9K | 0.01% | 1186 |
|
|
2023
Q3 | $94.3K | Buy |
1,657
+239
| +17% | +$13.6K | ﹤0.01% | 1280 |
|
|
2023
Q2 | $88.8K | Buy |
1,418
+176
| +14% | +$11K | ﹤0.01% | 1356 |
|
|
2023
Q1 | $65.3K | Sell |
1,242
-10,151
| -89% | -$534K | ﹤0.01% | 1441 |
|
|
2022
Q4 | $611K | Buy |
11,393
+1,049
| +10% | +$56.3K | 0.02% | 805 |
|
|
2022
Q3 | $558K | Buy |
10,344
+6,584
| +175% | +$355K | 0.01% | 876 |
|
|
2022
Q2 | $208K | Hold |
3,760
| – | – | 0.01% | 1261 |
|
|
2022
Q1 | $208K | Buy |
3,760
+2,607
| +226% | +$144K | 0.01% | 1261 |
|
|
2021
Q4 | $80K | Buy |
1,153
+61
| +6% | +$4.23K | ﹤0.01% | 1341 |
|
|
2021
Q3 | $69K | Hold |
1,092
| – | – | ﹤0.01% | 1407 |
|
|
2021
Q2 | $65K | Sell |
1,092
-3,743
| -77% | -$223K | ﹤0.01% | 1406 |
|
|
2021
Q1 | $289K | Buy |
4,835
+2,887
| +148% | +$173K | 0.01% | 687 |
|
|
2020
Q4 | $114K | Buy |
1,948
+13
| +0.7% | +$761 | ﹤0.01% | 1064 |
|
|
2020
Q3 | $107K | Sell |
1,935
-543
| -22% | -$30K | 0.01% | 962 |
|
|
2020
Q2 | $123K | Sell |
2,478
-377
| -13% | -$18.7K | 0.01% | 849 |
|
|
2020
Q1 | $125K | Sell |
2,855
-3,068
| -52% | -$134K | 0.01% | 739 |
|
|
2019
Q4 | $345K | Buy |
5,923
+783
| +15% | +$45.6K | 0.03% | 509 |
|
|
2019
Q3 | $318K | Buy |
+5,140
| New | +$318K | 0.02% | 614 |
|
|
2019
Q1 | $25K | Sell |
415
-11,437
| -96% | -$689K | ﹤0.01% | 1250 |
|
|
2018
Q4 | $608K | Sell |
11,852
-547
| -4% | -$28.1K | 0.04% | 483 |
|
|
2018
Q3 | $655K | Sell |
12,399
-556
| -4% | -$29.4K | 0.03% | 573 |
|
|
2018
Q2 | $701K | Buy |
12,955
+2,488
| +24% | +$135K | 0.03% | 543 |
|
|
2018
Q1 | $539K | Hold |
10,467
| – | – | 0.02% | 595 |
|
|
2017
Q4 | $539K | Sell |
10,467
-12,162
| -54% | -$626K | 0.02% | 594 |
|
|
2017
Q3 | $1.05M | Buy |
22,629
+2,896
| +15% | +$134K | 0.04% | 429 |
|
|
2017
Q2 | $849K | Sell |
19,733
-459
| -2% | -$19.7K | 0.04% | 476 |
|
|
2017
Q1 | $896K | Sell |
20,192
-230
| -1% | -$10.2K | 0.04% | 452 |
|
|
2016
Q4 | $896K | Buy |
20,422
+117
| +0.6% | +$5.13K | 0.04% | 413 |
|
|
2016
Q3 | $850K | Sell |
20,305
-1,953
| -9% | -$81.8K | 0.04% | 398 |
|
|
2016
Q2 | $1.04M | Buy |
22,258
+21,843
| +5,263% | +$1.02M | 0.06% | 343 |
|
|
2016
Q1 | $25K | Sell |
415
-17,784
| -98% | -$1.07M | ﹤0.01% | 1250 |
|
|
2015
Q4 | $704K | Buy |
+18,199
| New | +$704K | 0.05% | 395 |
|