IMA Advisory Services’s Portland General Electric POR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.34K	Buy	119 +3	+3%	+$154	﹤0.01%	366
2025 Q4	$5.63K	Buy	+116	New	+$5.48K	﹤0.01%	407
2023 Q4	–	Sell	-786	Closed	-$32K	–	219
2023 Q3	$32K	Hold	786	–	–	0.01%	196
2023 Q2	$37K	Buy	786 +393	+100%	+$19.5K	0.01%	194
2023 Q1	$19.4K	Sell	393 -393	-50%	-$18.8K	0.01%	214
2022 Q4	$38.7K	Hold	786	–	–	0.01%	195
2022 Q3	$34K	Hold	786	–	–	0.01%	197
2022 Q2	$38K	Hold	786	–	–	0.01%	197
2022 Q1	$43K	Hold	786	–	–	0.01%	171
2021 Q4	$42K	Hold	786	–	–	0.01%	176
2021 Q3	$37K	Hold	786	–	–	0.01%	165
2021 Q2	$36K	Hold	786	–	–	0.01%	165
2021 Q1	$37K	Hold	786	–	–	0.01%	163
2020 Q4	$34K	Hold	786	–	–	0.01%	157
2020 Q3	$28K	Hold	786	–	–	0.01%	164
2020 Q2	$33K	Hold	786	–	–	0.01%	162
2020 Q1	$38K	Hold	786	–	–	0.02%	157
2019 Q4	$44K	Hold	786	–	–	0.02%	155
2019 Q3	$44K	Hold	786	–	–	0.02%	156
2019 Q2	$43K	Buy	+786	New	+$41.6K	0.02%	156