KFS
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Kelly Financial Services’s PG&E PCG Stock Holding History

Kelly Financial Services’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-32
Closed -$559 – 568
2024
Q2 		$559 Hold
32
– – ﹤0.01% 699
2024
Q1 		$536 Hold
32
– – ﹤0.01% 716
2023
Q4 		$577 Hold
32
– – ﹤0.01% 688
2023
Q3 		$516 Hold
32
– – ﹤0.01% 679
2023
Q2 		$553 Hold
32
– – ﹤0.01% 648
2023
Q1 		$517 Hold
32
– – ﹤0.01% 631
2022
Q4 		$520 Hold
32
– – ﹤0.01% 603
2022
Q3 		$400 Hold
32
– – ﹤0.01% 627
2022
Q2 		$319 Hold
32
– – ﹤0.01% 625
2022
Q1 		$382 Hold
32
– – ﹤0.01% 625
2021
Q4 		$388 Hold
32
– – ﹤0.01% 634
2021
Q3 		$307 Sell
32
-293
-90% -$2.77K ﹤0.01% 617
2021
Q2 		$32K Buy
325
+293
+916% +$3.14K ﹤0.01% 508
2021
Q1 		$375 Hold
32
– – ﹤0.01% 594
2020
Q4 		$399 Hold
32
– – ﹤0.01% 552
2020
Q3 		$300 Hold
32
– – ﹤0.01% 534
2020
Q2 		$284 Hold
32
– – ﹤0.01% 553
2020
Q1 		$288 Hold
32
– – ﹤0.01% 524
2019
Q4 		$348 Hold
32
– – ﹤0.01% 513
2019
Q3 		$320 Hold
32
– – ﹤0.01% 501
2019
Q2 		$733 Hold
32
– – ﹤0.01% 434
2019
Q1 		$570 Buy
+32
New +$517 ﹤0.01% 438

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return