Krilogy Financial’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
14,570
+2,209
| +18% | +$30.8K | 0.01% | 251 |
|
|
2025
Q1 | $212K | Buy |
+12,361
| New | +$212K | 0.01% | 221 |
|
|
2018
Q4 | – | Sell |
-715
| Closed | -$33K | – | 522 |
|
|
2018
Q3 | $33K | Buy |
+715
| New | +$33K | 0.01% | 367 |
|
|
2018
Q2 | – | Sell |
-1,715
| Closed | -$75K | – | 511 |
|
|
2018
Q1 | $75K | Sell |
1,715
-59
| -3% | -$2.58K | 0.02% | 273 |
|
|
2017
Q4 | $80K | Buy |
1,774
+715
| +68% | +$32.2K | 0.02% | 264 |
|
|
2017
Q3 | $72K | Buy |
1,059
+1,000
| +1,695% | +$68K | 0.02% | 298 |
|
|
2017
Q2 | $4K | Hold |
59
| – | – | ﹤0.01% | 616 |
|
|
2017
Q1 | $4K | Hold |
59
| – | – | ﹤0.01% | 600 |
|
|
2016
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 600 |
|
|
2016
Q3 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 621 |
|