Jeppson Wealth Management’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 | $232K | Sell |
5,701
-130
| -2% | -$5.28K | 0.08% | 190 |
|
|
2025
Q1 | $260K | Hold |
5,831
| – | – | 0.1% | 170 |
|
|
2024
Q4 | $254K | Hold |
5,831
| – | – | 0.09% | 169 |
|
|
2024
Q3 | $279K | Hold |
5,831
| – | – | 0.1% | 162 |
|
|
2024
Q2 | $252K | Hold |
5,831
| – | – | 0.1% | 168 |
|
|
2024
Q1 | $245K | Hold |
5,831
| – | – | 0.1% | 175 |
|
|
2023
Q4 | $253K | Buy |
5,831
+50
| +0.9% | +$2.17K | 0.1% | 170 |
|
|
2023
Q3 | $234K | Sell |
5,781
-325
| -5% | -$13.2K | 0.11% | 162 |
|
|
2023
Q2 | $286K | Hold |
6,106
| – | – | 0.12% | 151 |
|
|
2023
Q1 | $299K | Hold |
6,106
| – | – | 0.13% | 145 |
|
|
2022
Q4 | $299K | Hold |
6,106
| – | – | 0.13% | 146 |
|
|
2022
Q3 | $265K | Hold |
6,106
| – | – | 0.12% | 153 |
|
|
2022
Q2 | $295K | Sell |
6,106
-50
| -0.8% | -$2.42K | 0.13% | 141 |
|
|
2022
Q1 | $339K | Buy |
6,156
+25
| +0.4% | +$1.38K | 0.16% | 119 |
|
|
2021
Q4 | $324K | Hold |
6,131
| – | – | 0.16% | 116 |
|
|
2021
Q3 | $288K | Hold |
6,131
| – | – | 0.15% | 118 |
|
|
2021
Q2 | $282K | Hold |
6,131
| – | – | 0.15% | 119 |
|
|
2021
Q1 | $291K | Buy |
6,131
+200
| +3% | +$9.49K | 0.17% | 107 |
|
|
2020
Q4 | $254K | Buy |
5,931
+645
| +12% | +$27.6K | 0.17% | 113 |
|
|
2020
Q3 | $188K | Buy |
+5,286
| New | +$188K | 0.15% | 117 |
|