Jones Financial Companies’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $330K | Sell |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $916K | Sell |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.09K | Buy |
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|
2023
Q3 | $565 | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $83K | Buy |
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|
2013
Q2 | $29K | Buy |
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