Kestra Private Wealth 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
Q2
$314K Buy
2025
Q1
$353K Buy
2024
Q4
$359K Sell
2024
Q3
$354K Buy
2024
Q2
$248K Buy
2024
Q1
$234K Sell
2023
Q4
$309K Buy
2023
Q3
$268K Buy
2023
Q2
$195K Buy