JFS Wealth Advisors’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 | $447 | Sell |
11
-45
| -80% | -$1.83K | ﹤0.01% | 1714 |
|
|
2025
Q1 | $2.5K | Buy |
56
+9
| +19% | +$401 | ﹤0.01% | 1384 |
|
|
2024
Q4 | $2.05K | Hold |
47
| – | – | ﹤0.01% | 1468 |
|
|
2024
Q3 | $2.25K | Buy |
47
+2
| +4% | +$96 | ﹤0.01% | 1432 |
|
|
2024
Q2 | $1.95K | Hold |
45
| – | – | ﹤0.01% | 1444 |
|
|
2024
Q1 | $1.89K | Sell |
45
-10
| -18% | -$420 | ﹤0.01% | 1465 |
|
|
2023
Q4 | $2.38K | Buy |
55
+36
| +189% | +$1.56K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $770 | Sell |
19
-58
| -75% | -$2.35K | ﹤0.01% | 1653 |
|
|
2023
Q2 | $3.61K | Hold |
77
| – | – | ﹤0.01% | 1155 |
|
|
2023
Q1 | $3.77K | Sell |
77
-4
| -5% | -$196 | ﹤0.01% | 1112 |
|
|
2022
Q4 | $3.97K | Buy |
81
+1
| +1% | +$49 | ﹤0.01% | 1083 |
|
|
2022
Q3 | $3K | Buy |
80
+7
| +10% | +$263 | ﹤0.01% | 1221 |
|
|
2022
Q2 | $4K | Sell |
73
-48
| -40% | -$2.63K | ﹤0.01% | 1107 |
|
|
2022
Q1 | $7K | Buy |
121
+101
| +505% | +$5.84K | ﹤0.01% | 930 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1513 |
|