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