Independent Advisor Alliance’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 | $860K | Sell |
10,215
-380
| -4% | -$32K | 0.02% | 445 |
|
|
2025
Q1 | $872K | Buy |
10,595
+573
| +6% | +$47.2K | 0.03% | 397 |
|
|
2024
Q4 | $847K | Buy |
10,022
+1,245
| +14% | +$105K | 0.01% | 777 |
|
|
2024
Q3 | $783K | Buy |
8,777
+107
| +1% | +$9.55K | 0.03% | 372 |
|
|
2024
Q2 | $639K | Buy |
8,670
+434
| +5% | +$32K | 0.02% | 407 |
|
|
2024
Q1 | $550K | Buy |
8,236
+316
| +4% | +$21.1K | 0.02% | 434 |
|
|
2023
Q4 | $484K | Sell |
7,920
-27
| -0.3% | -$1.65K | 0.02% | 448 |
|
|
2023
Q3 | $452K | Buy |
7,947
+1,762
| +28% | +$100K | 0.02% | 433 |
|
|
2023
Q2 | $387K | Sell |
6,185
-153
| -2% | -$9.58K | 0.02% | 478 |
|
|
2023
Q1 | $396K | Buy |
+6,338
| New | +$396K | 0.02% | 467 |
|
|
2022
Q4 | – | Sell |
-5,153
| Closed | -$290K | – | 573 |
|
|
2022
Q3 | $290K | Buy |
5,153
+1,002
| +24% | +$56.4K | 0.02% | 488 |
|
|
2022
Q2 | $263K | Sell |
4,151
-193
| -4% | -$12.2K | 0.01% | 512 |
|
|
2022
Q1 | $304K | Buy |
+4,344
| New | +$304K | 0.01% | 503 |
|