Key Financial Inc’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
2,463
-4,611
| -65% | -$388K | 0.04% | 275 |
|
|
2025
Q1 | $582K | Hold |
7,074
| – | – | 0.13% | 142 |
|
|
2024
Q4 | $598K | Hold |
7,074
| – | – | 0.14% | 133 |
|
|
2024
Q3 | $631K | Buy |
7,074
+4,620
| +188% | +$412K | 0.14% | 132 |
|
|
2024
Q2 | $181K | Sell |
2,454
-4,611
| -65% | -$340K | 0.04% | 257 |
|
|
2024
Q1 | $472K | Hold |
7,065
| – | – | 0.12% | 141 |
|
|
2023
Q4 | $432K | Buy |
7,065
+4,611
| +188% | +$282K | 0.12% | 143 |
|
|
2023
Q3 | $140K | Hold |
2,454
| – | – | 0.05% | 242 |
|
|
2023
Q2 | $154K | Hold |
2,454
| – | – | 0.05% | 236 |
|
|
2023
Q1 | $153K | Hold |
2,454
| – | – | 0.06% | 232 |
|
|
2022
Q4 | $138K | Hold |
2,454
| – | – | 0.07% | 210 |
|
|
2022
Q3 | $138K | Hold |
2,454
| – | – | 0.06% | 212 |
|
|
2022
Q2 | $159K | Buy |
2,454
+219
| +10% | +$14.2K | 0.09% | 177 |
|
|
2022
Q1 | $156K | Hold |
2,235
| – | – | 0.08% | 195 |
|
|
2021
Q4 | $149K | Sell |
2,235
-100
| -4% | -$6.67K | 0.07% | 178 |
|
|
2021
Q3 | $142K | Hold |
2,335
| – | – | 0.08% | 180 |
|
|
2021
Q2 | $145K | Hold |
2,335
| – | – | 0.08% | 182 |
|
|
2021
Q1 | $141K | Hold |
2,335
| – | – | 0.09% | 166 |
|
|
2020
Q4 | $136K | Buy |
+2,335
| New | +$136K | 0.1% | 155 |
|
|
2020
Q2 | – | Sell |
-2,242
| Closed | -$100K | – | 468 |
|
|
2020
Q1 | $100K | Buy |
+2,242
| New | +$100K | 0.1% | 156 |
|