Larson Financial Group’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 | $27.9K | Sell |
2,001
-1,049
| -34% | -$14.6K | ﹤0.01% | 1328 |
|
|
2025
Q1 | $52.4K | Buy |
3,050
+2,027
| +198% | +$34.8K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $20.6K | Buy |
1,023
+73
| +8% | +$1.47K | ﹤0.01% | 1202 |
|
|
2024
Q3 | $18.8K | Buy |
950
+311
| +49% | +$6.15K | ﹤0.01% | 1233 |
|
|
2024
Q2 | $11.2K | Buy |
639
+117
| +22% | +$2.04K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $8.75K | Buy |
522
+143
| +38% | +$2.4K | ﹤0.01% | 1074 |
|
|
2023
Q4 | $6.83K | Buy |
379
+29
| +8% | +$523 | ﹤0.01% | 1106 |
|
|
2023
Q3 | $5.65K | Hold |
350
| – | – | ﹤0.01% | 1137 |
|
|
2023
Q2 | $6.05K | Hold |
350
| – | – | ﹤0.01% | 1049 |
|
|
2023
Q1 | $5.66K | Buy |
350
+50
| +17% | +$809 | ﹤0.01% | 1063 |
|
|
2022
Q4 | $4.88K | Hold |
300
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 976 |
|
|
2022
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 832 |
|
|
2021
Q4 | $4K | Hold |
300
| – | – | ﹤0.01% | 863 |
|
|
2021
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 749 |
|
|
2021
Q2 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 694 |
|