Kestra Private Wealth Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
22,549
+2,030
| +10% | +$28.3K | ﹤0.01% | 1252 |
|
|
2025
Q1 | $353K | Buy |
20,519
+2,745
| +15% | +$47.2K | 0.01% | 1121 |
|
|
2024
Q4 | $359K | Sell |
17,774
-145
| -0.8% | -$2.93K | 0.01% | 1065 |
|
|
2024
Q3 | $354K | Buy |
17,919
+3,689
| +26% | +$72.9K | 0.01% | 1029 |
|
|
2024
Q2 | $248K | Buy |
14,230
+254
| +2% | +$4.44K | 0.01% | 1123 |
|
|
2024
Q1 | $234K | Sell |
13,976
-3,149
| -18% | -$52.8K | 0.01% | 1113 |
|
|
2023
Q4 | $309K | Buy |
17,125
+501
| +3% | +$9.03K | 0.01% | 931 |
|
|
2023
Q3 | $268K | Buy |
16,624
+5,323
| +47% | +$85.9K | 0.01% | 913 |
|
|
2023
Q2 | $195K | Buy |
+11,301
| New | +$195K | 0.01% | 972 |
|