IFP Advisors’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1K | Buy |
668
+620
| +1,292% | +$25.2K | ﹤0.01% | 2376 |
|
|
2025
Q1 | $2.14K | Buy |
48
+14
| +41% | +$624 | ﹤0.01% | 3124 |
|
|
2024
Q4 | $1.48K | Buy |
34
+25
| +278% | +$1.09K | ﹤0.01% | 3192 |
|
|
2024
Q3 | $431 | Hold |
9
| – | – | ﹤0.01% | 3162 |
|
|
2024
Q2 | $389 | Hold |
9
| – | – | ﹤0.01% | 3107 |
|
|
2024
Q1 | $378 | Hold |
9
| – | – | ﹤0.01% | 3001 |
|
|
2023
Q4 | $390 | Hold |
9
| – | – | ﹤0.01% | 2896 |
|
|
2023
Q3 | $364 | Sell |
9
-16
| -64% | -$647 | ﹤0.01% | 3137 |
|
|
2023
Q2 | $1.17K | Buy |
25
+17
| +213% | +$796 | ﹤0.01% | 3038 |
|
|
2023
Q1 | $338 | Sell |
8
-184
| -96% | -$7.77K | ﹤0.01% | 3229 |
|
|
2022
Q4 | $9K | Sell |
192
-92
| -32% | -$4.31K | ﹤0.01% | 3462 |
|
|
2022
Q3 | $13K | Buy |
284
+191
| +205% | +$8.74K | ﹤0.01% | 3462 |
|
|
2022
Q2 | $4K | Hold |
93
| – | – | ﹤0.01% | 3911 |
|
|
2022
Q1 | $4K | Buy |
93
+78
| +520% | +$3.36K | ﹤0.01% | 3911 |
|
|
2021
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3034 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4251 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4025 |
|
|
2021
Q1 | – | Sell |
-1,158
| Closed | -$50K | – | 3925 |
|
|
2020
Q4 | $50K | Buy |
1,158
+202
| +21% | +$8.72K | ﹤0.01% | 1444 |
|
|
2020
Q3 | $34K | Buy |
956
+493
| +106% | +$17.5K | ﹤0.01% | 1423 |
|
|
2020
Q2 | $19K | Sell |
463
-36
| -7% | -$1.48K | ﹤0.01% | 1584 |
|
|
2020
Q1 | $24K | Buy |
499
+21
| +4% | +$1.01K | ﹤0.01% | 1414 |
|
|
2019
Q4 | $27K | Hold |
478
| – | – | ﹤0.01% | 1498 |
|
|
2019
Q3 | $27K | Buy |
+478
| New | +$27K | ﹤0.01% | 1636 |
|
|
2019
Q1 | – | Sell |
-579
| Closed | -$26K | – | 3130 |
|
|
2018
Q4 | $26K | Hold |
579
| – | – | ﹤0.01% | 1955 |
|
|
2018
Q3 | $26K | Sell |
579
-36
| -6% | -$1.62K | ﹤0.01% | 2295 |
|
|
2018
Q2 | $26K | Sell |
615
-2,193
| -78% | -$92.7K | ﹤0.01% | 2287 |
|
|
2018
Q1 | $128K | Hold |
2,808
| – | – | 0.01% | 1239 |
|
|
2017
Q4 | $128K | Buy |
2,808
+87
| +3% | +$3.97K | 0.01% | 1237 |
|
|
2017
Q3 | $124K | Buy |
2,721
+75
| +3% | +$3.42K | ﹤0.01% | 1420 |
|
|
2017
Q2 | $121K | Sell |
2,646
-165
| -6% | -$7.55K | 0.01% | 1421 |
|
|
2017
Q1 | $125K | Buy |
2,811
+10
| +0.4% | +$445 | 0.01% | 1367 |
|
|
2016
Q4 | $121K | Sell |
2,801
-425
| -13% | -$18.4K | 0.01% | 1327 |
|
|
2016
Q3 | $137K | Sell |
3,226
-1,065
| -25% | -$45.2K | 0.01% | 1185 |
|
|
2016
Q2 | $189K | Buy |
+4,291
| New | +$189K | 0.01% | 996 |
|
|
2016
Q1 | – | Sell |
-1,827
| Closed | -$66K | – | 3161 |
|
|
2015
Q4 | $66K | Buy |
+1,827
| New | +$66K | ﹤0.01% | 1432 |
|