Keudell/Morrison Wealth Management’s Portland General Electric POR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$607K	Sell	11,505 -1,173	-9%	-$60.3K	0.12%	113
2025 Q4	$608K	Buy	+12,678	New	+$599K	0.13%	109
2025 Q2	$569K	Sell	14,003 -633	-4%	-$26.6K	0.13%	111
2025 Q1	$653K	Buy	14,636 +1,328	+10%	+$56.9K	0.15%	91
2024 Q4	$580K	Buy	13,308 +1,408	+12%	+$65.5K	0.15%	95
2024 Q3	$570K	Sell	11,900 -669	-5%	-$31.3K	0.15%	102
2024 Q2	$544K	Buy	12,569 +46	+0.4%	+$1.98K	0.16%	103
2024 Q1	$526K	Sell	12,523 -433	-3%	-$17.8K	0.16%	110
2023 Q4	$562K	Sell	12,956 -551	-4%	-$22.9K	0.19%	99
2023 Q3	$547K	Sell	13,507 -350	-3%	-$15.9K	0.17%	92
2023 Q2	$649K	Sell	13,857 -520	-4%	-$25.7K	0.19%	85
2023 Q1	$703K	Sell	14,377 -196	-1%	-$9.36K	0.21%	82
2022 Q4	$714K	Sell	14,573 -3,920	-21%	-$182K	0.23%	78
2022 Q3	$804K	Sell	18,493 -307	-2%	-$15.7K	0.3%	66
2022 Q2	$909K	Buy	18,800 +2,767	+17%	+$138K	0.33%	63
2022 Q1	$884K	Buy	16,033 +322	+2%	+$16.9K	0.37%	65
2021 Q4	$831K	Sell	15,711 -562	-3%	-$28K	0.33%	67
2021 Q3	$765K	Buy	16,273 +1,533	+10%	+$75.4K	0.33%	71
2021 Q2	$679K	Sell	14,740 -227	-2%	-$11.2K	0.37%	77
2021 Q1	$710K	Buy	14,967 +77	+0.5%	+$3.36K	0.42%	77
2020 Q4	$637K	Buy	14,890 +1,050	+8%	+$42.8K	0.4%	76
2020 Q3	$491K	Buy	13,840 +8,650	+167%	+$346K	0.32%	83
2020 Q2	$217K	Buy	5,190 +175	+3%	+$8.01K	0.18%	128
2020 Q1	$240K	Hold	5,015	–	–	0.23%	117
2019 Q4	$280K	Sell	5,015 -620	-11%	-$34.6K	0.19%	119
2019 Q3	$318K	Hold	5,635	–	–	0.26%	104
2019 Q2	$310K	Hold	5,635	–	–	0.27%	105
2019 Q1	$292K	Buy	+5,635	New	+$275K	0.26%	103