Keystone Financial Planning’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 | $466K | Sell |
5,533
-48
| -0.9% | -$4.04K | 0.14% | 39 |
|
2025
Q1 | $459K | Sell |
5,581
-18
| -0.3% | -$1.48K | 0.14% | 41 |
|
2024
Q4 | $473K | Sell |
5,599
-1,021
| -15% | -$86.3K | 0.15% | 41 |
|
2024
Q3 | $591K | Sell |
6,620
-160
| -2% | -$14.3K | 0.18% | 37 |
|
2024
Q2 | $500K | Sell |
6,780
-117,658
| -95% | -$8.67M | 0.17% | 39 |
|
2024
Q1 | $8.31M | Buy |
124,438
+4,133
| +3% | +$276K | 2.69% | 5 |
|
2023
Q4 | $7.36M | Sell |
120,305
-6,883
| -5% | -$421K | 2.43% | 9 |
|
2023
Q3 | $7.24M | Buy |
127,188
+330
| +0.3% | +$18.8K | 2.53% | 7 |
|
2023
Q2 | $7.94M | Sell |
126,858
-357
| -0.3% | -$22.4K | 2.66% | 6 |
|
2023
Q1 | $7.94M | Buy |
127,215
+1,218
| +1% | +$76.1K | 2.7% | 9 |
|
2022
Q4 | $7.72M | Buy |
125,997
+100,874
| +402% | +$6.18M | 2.6% | 8 |
|
2022
Q3 | $1.41M | Buy |
25,123
+11,727
| +88% | +$660K | 0.54% | 34 |
|
2022
Q2 | $848K | Buy |
13,396
+5,996
| +81% | +$380K | 0.3% | 38 |
|
2022
Q1 | $518K | Sell |
7,400
-989
| -12% | -$69.2K | 0.17% | 41 |
|
2021
Q4 | $560K | Sell |
8,389
-1,964
| -19% | -$131K | 0.19% | 39 |
|
2021
Q3 | $630K | Sell |
10,353
-313
| -3% | -$19K | 0.23% | 34 |
|
2021
Q2 | $637K | Buy |
10,666
+931
| +10% | +$55.6K | 0.23% | 34 |
|
2021
Q1 | $586K | Buy |
9,735
+388
| +4% | +$23.4K | 0.22% | 33 |
|
2020
Q4 | $545K | Sell |
9,347
-95,190
| -91% | -$5.55M | 0.23% | 33 |
|
2020
Q3 | $5.74M | Buy |
104,537
+307
| +0.3% | +$16.9K | 2.77% | 18 |
|
2020
Q2 | $5.12M | Buy |
104,230
+5,381
| +5% | +$265K | 2.53% | 22 |
|
2020
Q1 | $4.44M | Buy |
+98,849
| New | +$4.44M | 2.54% | 21 |
|