Key Financial Inc’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.87K | Sell |
334
-40
| -11% | -$681 | ﹤0.01% | 1000 |
|
|
2025
Q4 | $6.01K | Sell |
374
-125
| -25% | -$2K | ﹤0.01% | 1000 |
|
|
2025
Q3 | $7.81K | Buy |
499
+40
| +9% | +$583 | ﹤0.01% | 946 |
|
|
2025
Q2 | $6.4K | Hold |
459
| – | – | ﹤0.01% | 979 |
|
|
2025
Q1 | $7.89K | Hold |
459
| – | – | ﹤0.01% | 879 |
|
|
2024
Q4 | $9.26K | Buy |
459
+125
| +37% | +$2.54K | ﹤0.01% | 830 |
|
|
2024
Q3 | $6.6K | Hold |
334
| – | – | ﹤0.01% | 900 |
|
|
2024
Q2 | $5.83K | Hold |
334
| – | – | ﹤0.01% | 921 |
|
|
2024
Q1 | $5.6K | Hold |
334
| – | – | ﹤0.01% | 907 |
|
|
2023
Q4 | $6.02K | Hold |
334
| – | – | ﹤0.01% | 872 |
|
|
2023
Q3 | $5.39K | Hold |
334
| – | – | ﹤0.01% | 882 |
|
|
2023
Q2 | $5.77K | Hold |
334
| – | – | ﹤0.01% | 881 |
|
|
2023
Q1 | $5.4K | Hold |
334
| – | – | ﹤0.01% | 810 |
|
|
2022
Q4 | $4.17K | Hold |
334
| – | – | ﹤0.01% | 823 |
|
|
2022
Q3 | $4K | Hold |
334
| – | – | ﹤0.01% | 842 |
|
|
2022
Q2 | $3K | Hold |
334
| – | – | ﹤0.01% | 901 |
|
|
2022
Q1 | $4K | Hold |
334
| – | – | ﹤0.01% | 836 |
|
|
2021
Q4 | $4K | Hold |
334
| – | – | ﹤0.01% | 750 |
|
|
2021
Q3 | $3K | Hold |
334
| – | – | ﹤0.01% | 769 |
|
|
2021
Q2 | $3K | Hold |
334
| – | – | ﹤0.01% | 742 |
|
|
2021
Q1 | $4K | Hold |
334
| – | – | ﹤0.01% | 626 |
|
|
2020
Q4 | $4K | Buy |
+334
| New | +$3.78K | ﹤0.01% | 589 |
|
|
2020
Q2 | – | Sell |
-334
| Closed | -$3K | – | 464 |
|
|
2020
Q1 | $3K | Buy |
+334
| New | +$4.44K | ﹤0.01% | 567 |
|
Other funds holding PCG
VCM
VPM
