Kingsview Wealth Management’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 | $523K | Sell |
6,212
-516
| -8% | -$43.4K | 0.01% | 753 |
|
2025
Q1 | $554K | Sell |
6,728
-632
| -9% | -$52K | 0.01% | 694 |
|
2024
Q4 | $622K | Buy |
7,360
+1,334
| +22% | +$113K | 0.01% | 677 |
|
2024
Q3 | $538K | Sell |
6,026
-99
| -2% | -$8.83K | 0.01% | 688 |
|
2024
Q2 | $451K | Buy |
6,125
+311
| +5% | +$22.9K | 0.01% | 719 |
|
2024
Q1 | $388K | Buy |
5,814
+619
| +12% | +$41.3K | 0.01% | 734 |
|
2023
Q4 | $318K | Sell |
5,195
-600
| -10% | -$36.7K | 0.01% | 744 |
|
2023
Q3 | $330K | Sell |
5,795
-200
| -3% | -$11.4K | 0.01% | 724 |
|
2023
Q2 | $375K | Sell |
5,995
-7
| -0.1% | -$438 | 0.01% | 669 |
|
2023
Q1 | $375K | Sell |
6,002
-12
| -0.2% | -$749 | 0.02% | 650 |
|
2022
Q4 | $368K | Buy |
6,014
+51
| +0.9% | +$3.13K | 0.02% | 599 |
|
2022
Q3 | $335K | Sell |
5,963
-22,830
| -79% | -$1.28M | 0.02% | 607 |
|
2022
Q2 | $1.82M | Buy |
28,793
+366
| +1% | +$23.2K | 0.09% | 234 |
|
2022
Q1 | $1.99M | Buy |
28,427
+624
| +2% | +$43.7K | 0.09% | 242 |
|
2021
Q4 | $1.86M | Buy |
27,803
+6,383
| +30% | +$426K | 0.08% | 258 |
|
2021
Q3 | $1.3M | Sell |
21,420
-493
| -2% | -$30K | 0.06% | 307 |
|
2021
Q2 | $1.32M | Sell |
21,913
-550
| -2% | -$33.1K | 0.07% | 309 |
|
2021
Q1 | $1.34M | Sell |
22,463
-2,404
| -10% | -$143K | 0.08% | 266 |
|
2020
Q4 | $1.45M | Buy |
24,867
+2,646
| +12% | +$154K | 0.11% | 204 |
|
2020
Q3 | $1.22M | Buy |
22,221
+71
| +0.3% | +$3.9K | 0.11% | 198 |
|
2020
Q2 | $1.09M | Buy |
22,150
+25
| +0.1% | +$1.23K | 0.11% | 190 |
|
2020
Q1 | $994K | Sell |
22,125
-87
| -0.4% | -$3.91K | 0.13% | 176 |
|
2019
Q4 | $1.31M | Sell |
22,212
-820
| -4% | -$48.4K | 0.16% | 159 |
|
2019
Q3 | $1.43M | Sell |
23,032
-94
| -0.4% | -$5.84K | 0.22% | 130 |
|
2019
Q2 | $1.36M | Sell |
23,126
-633
| -3% | -$37.2K | 0.23% | 119 |
|
2019
Q1 | $1.41M | Buy |
23,759
+332
| +1% | +$19.7K | 0.21% | 130 |
|
2018
Q4 | $1.22M | Buy |
23,427
+1,002
| +4% | +$52.1K | 0.27% | 114 |
|
2018
Q3 | $1.18M | Sell |
22,425
-300
| -1% | -$15.8K | 0.24% | 126 |
|
2018
Q2 | $1.23M | Buy |
22,725
+328
| +1% | +$17.8K | 0.29% | 109 |
|
2018
Q1 | $1.13M | Sell |
22,397
-1,179
| -5% | -$59.2K | 0.28% | 105 |
|
2017
Q4 | $1.21M | Hold |
23,576
| – | – | 0.43% | 59 |
|
2017
Q3 | $1.09M | Buy |
23,576
+17
| +0.1% | +$786 | 0.48% | 54 |
|
2017
Q2 | $1.01M | Hold |
23,559
| – | – | 0.52% | 56 |
|
2017
Q1 | $1.05M | Buy |
+23,559
| New | +$1.05M | 0.62% | 47 |
|