JFS Wealth Advisors’s Portland General Electric POR Stock Holding History

JFS Wealth Advisors’s Portfolio POR Stock Details POR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.81K	Hold	54	–	–	﹤0.01%	1492
2026 Q1	$2.86K	Buy	54 +5	+10%	+$257	﹤0.01%	1403
2025 Q4	$2.36K	Buy	49 +21	+75%	+$992	﹤0.01%	1496
2025 Q3	$1.23K	Buy	28 +17	+155%	+$714	﹤0.01%	1573
2025 Q2	$447	Sell	11 -45	-80%	-$1.89K	﹤0.01%	1714
2025 Q1	$2.5K	Buy	56 +9	+19%	+$386	﹤0.01%	1384
2024 Q4	$2.05K	Hold	47	–	–	﹤0.01%	1468
2024 Q3	$2.25K	Buy	47 +2	+4%	+$94	﹤0.01%	1432
2024 Q2	$1.95K	Hold	45	–	–	﹤0.01%	1444
2024 Q1	$1.89K	Sell	45 -10	-18%	-$412	﹤0.01%	1465
2023 Q4	$2.38K	Buy	55 +36	+189%	+$1.49K	﹤0.01%	1351
2023 Q3	$770	Sell	19 -58	-75%	-$2.63K	﹤0.01%	1653
2023 Q2	$3.61K	Hold	77	–	–	﹤0.01%	1155
2023 Q1	$3.77K	Sell	77 -4	-5%	-$191	﹤0.01%	1112
2022 Q4	$3.97K	Buy	81 +1	+1%	+$46	﹤0.01%	1083
2022 Q3	$3K	Buy	80 +7	+10%	+$358	﹤0.01%	1221
2022 Q2	$4K	Sell	73 -48	-40%	-$2.39K	﹤0.01%	1107
2022 Q1	$7K	Buy	121 +101	+505%	+$5.31K	﹤0.01%	930
2021 Q4	$1K	Buy	+20	New	+$998	﹤0.01%	1514

Other funds holding POR

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return