Jones Financial Companies’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
18,011
-1,390
| -7% | -$19.4K | ﹤0.01% | 1561 |
|
|
2025
Q1 | $330K | Sell |
19,401
-8,624
| -31% | -$147K | ﹤0.01% | 1298 |
|
|
2024
Q4 | $566K | Sell |
28,025
-18,206
| -39% | -$367K | ﹤0.01% | 946 |
|
|
2024
Q3 | $916K | Sell |
46,231
-80,098
| -63% | -$1.59M | ﹤0.01% | 633 |
|
|
2024
Q2 | $2.21M | Buy |
+126,329
| New | +$2.21M | ﹤0.01% | 302 |
|
|
2024
Q1 | – | Sell |
-116
| Closed | -$2.09K | – | 1429 |
|
|
2023
Q4 | $2.09K | Buy |
116
+81
| +231% | +$1.46K | ﹤0.01% | 901 |
|
|
2023
Q3 | $565 | Buy |
+35
| New | +$565 | ﹤0.01% | 665 |
|
|
2023
Q1 | – | Sell |
-134
| Closed | -$2K | – | 723 |
|
|
2022
Q4 | $2K | Buy |
+134
| New | +$2K | ﹤0.01% | 612 |
|
|
2022
Q3 | – | Sell |
-71
| Closed | -$1K | – | 681 |
|
|
2022
Q2 | $1K | Buy |
+71
| New | +$1K | ﹤0.01% | 667 |
|
|
2021
Q2 | – | Sell |
-130
| Closed | -$2K | – | 752 |
|
|
2021
Q1 | $2K | Hold |
130
| – | – | ﹤0.01% | 741 |
|
|
2020
Q4 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 619 |
|
|
2013
Q4 | – | Sell |
-2,025
| Closed | -$83K | – | 452 |
|
|
2013
Q3 | $83K | Buy |
2,025
+1,407
| +228% | +$57.7K | ﹤0.01% | 254 |
|
|
2013
Q2 | $29K | Buy |
+618
| New | +$29K | ﹤0.01% | 398 |
|