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Kingswood Wealth Advisors’s Portland General Electric POR Stock Holding History

Kingswood Wealth Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$394K Buy
9,687
+3,888
+67% +$158K 0.03% 487
2025
Q1 		$259K Buy
+5,799
New +$259K 0.02% 595