Kestra Advisory Services’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
Q3 | $370K | Buy |
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|
2025
Q2 | $145K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $464K | Buy |
|
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $348K | Buy |
|
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|
2024
Q1 | $284K | Sell |
|
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $360K | Sell |
|
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q3 | $132K | Sell |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $121K | Sell |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $168K | Buy |
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|
2021
Q2 | $152K | Sell |
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|
2021
Q1 | $183K | Sell |
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|
2020
Q4 | $432K | Buy |
|