Jeppson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $251K | Hold |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $254K | Hold |
|
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|
2024
Q3 | $279K | Hold |
|
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|
2024
Q2 | $252K | Hold |
|
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|
2024
Q1 | $245K | Hold |
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|
2023
Q4 | $253K | Buy |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $299K | Hold |
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|
2022
Q4 | $299K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $254K | Buy |
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|
2020
Q3 | $188K | Buy |
|