JFS Wealth Advisors’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 | $107K | Sell |
1,271
-11
| -0.9% | -$926 | 0.01% | 364 |
|
|
2025
Q1 | $106K | Buy |
1,282
+18
| +1% | +$1.48K | 0.01% | 365 |
|
|
2024
Q4 | $107K | Sell |
1,264
-123
| -9% | -$10.4K | 0.01% | 356 |
|
|
2024
Q3 | $124K | Buy |
1,387
+4
| +0.3% | +$357 | 0.01% | 338 |
|
|
2024
Q2 | $102K | Sell |
1,383
-3
| -0.2% | -$221 | 0.01% | 306 |
|
|
2024
Q1 | $92.6K | Sell |
1,386
-24
| -2% | -$1.6K | 0.01% | 325 |
|
|
2023
Q4 | $86.2K | Buy |
1,410
+77
| +6% | +$4.71K | 0.01% | 331 |
|
|
2023
Q3 | $75.9K | Sell |
1,333
-23
| -2% | -$1.31K | 0.01% | 313 |
|
|
2023
Q2 | $84.9K | Buy |
1,356
+16
| +1% | +$1K | 0.01% | 295 |
|
|
2023
Q1 | $83.7K | Sell |
1,340
-31
| -2% | -$1.94K | 0.01% | 300 |
|
|
2022
Q4 | $84K | Sell |
1,371
-35
| -2% | -$2.14K | 0.01% | 298 |
|
|
2022
Q3 | $79K | Sell |
1,406
-40
| -3% | -$2.25K | 0.01% | 309 |
|
|
2022
Q2 | $92K | Sell |
1,446
-51
| -3% | -$3.25K | 0.01% | 293 |
|
|
2022
Q1 | $105K | Buy |
1,497
+72
| +5% | +$5.05K | 0.01% | 296 |
|
|
2021
Q4 | $95K | Buy |
1,425
+171
| +14% | +$11.4K | 0.01% | 315 |
|
|
2021
Q3 | $76K | Buy |
1,254
+1,000
| +394% | +$60.6K | 0.01% | 358 |
|
|
2021
Q2 | $15K | Hold |
254
| – | – | ﹤0.01% | 403 |
|
|
2021
Q1 | $15K | Hold |
254
| – | – | ﹤0.01% | 378 |
|
|
2020
Q4 | $15K | Hold |
254
| – | – | ﹤0.01% | 368 |
|
|
2020
Q3 | $14K | Hold |
254
| – | – | ﹤0.01% | 361 |
|
|
2020
Q2 | $12K | Hold |
254
| – | – | ﹤0.01% | 372 |
|
|
2020
Q1 | $11K | Hold |
254
| – | – | ﹤0.01% | 347 |
|
|
2019
Q4 | $15K | Hold |
254
| – | – | ﹤0.01% | 343 |
|
|
2019
Q3 | $16K | Hold |
254
| – | – | ﹤0.01% | 322 |
|
|
2019
Q2 | $15K | Hold |
254
| – | – | ﹤0.01% | 335 |
|
|
2019
Q1 | $15K | Hold |
254
| – | – | ﹤0.01% | 325 |
|
|
2018
Q4 | $13K | Sell |
254
-51
| -17% | -$2.61K | ﹤0.01% | 327 |
|
|
2018
Q3 | $16K | Sell |
305
-109
| -26% | -$5.72K | ﹤0.01% | 347 |
|
|
2018
Q2 | $22K | Hold |
414
| – | – | 0.01% | 305 |
|
|
2018
Q1 | $21K | Sell |
414
-528
| -56% | -$26.8K | 0.01% | 314 |
|
|
2017
Q4 | $49K | Buy |
942
+528
| +128% | +$27.5K | 0.01% | 255 |
|
|
2017
Q3 | $19K | Hold |
414
| – | – | ﹤0.01% | 326 |
|
|
2017
Q2 | $18K | Sell |
414
-1,576
| -79% | -$68.5K | ﹤0.01% | 312 |
|
|
2017
Q1 | $87K | Hold |
1,990
| – | – | 0.02% | 179 |
|
|
2016
Q4 | $87K | Hold |
1,990
| – | – | 0.02% | 179 |
|
|
2016
Q3 | $83K | Sell |
1,990
-5,400
| -73% | -$225K | 0.02% | 196 |
|
|
2016
Q2 | $344K | Buy |
7,390
+5,400
| +271% | +$251K | 0.1% | 119 |
|
|
2016
Q1 | $94K | Sell |
1,990
-346
| -15% | -$16.3K | 0.03% | 179 |
|
|
2015
Q4 | $90K | Buy |
2,336
+776
| +50% | +$29.9K | 0.03% | 187 |
|
|
2015
Q3 | $66K | Buy |
+1,560
| New | +$66K | 0.03% | 182 |
|