Lee Financial’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-290
| Closed | -$12.6K | – | 644 |
|
|
2023
Q4 | $12.6K | Buy |
290
+55
| +23% | +$2.38K | ﹤0.01% | 391 |
|
|
2023
Q3 | $9.51K | Hold |
235
| – | – | ﹤0.01% | 414 |
|
|
2023
Q2 | $11K | Hold |
235
| – | – | ﹤0.01% | 393 |
|
|
2023
Q1 | $11.5K | Hold |
235
| – | – | ﹤0.01% | 390 |
|
|
2022
Q4 | $11.5K | Hold |
235
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $10K | Hold |
235
| – | – | ﹤0.01% | 437 |
|
|
2022
Q2 | $11K | Hold |
235
| – | – | ﹤0.01% | 437 |
|
|
2022
Q1 | $13K | Hold |
235
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $12K | Hold |
235
| – | – | ﹤0.01% | 466 |
|
|
2021
Q3 | $11K | Hold |
235
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $11K | Hold |
235
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $11K | Hold |
235
| – | – | ﹤0.01% | 380 |
|
|
2020
Q4 | $10K | Hold |
235
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $8K | Hold |
235
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $10K | Buy |
235
+35
| +18% | +$1.49K | ﹤0.01% | 374 |
|
|
2020
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 299 |
|
|
2019
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 339 |
|
|
2019
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 331 |
|
|
2019
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 342 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 341 |
|
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 298 |
|
|
2018
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 350 |
|
|
2018
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 511 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 542 |
|
|
2017
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 356 |
|
|
2017
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 343 |
|
|
2017
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 294 |
|
|
2016
Q4 | $9K | Buy |
+200
| New | +$9K | 0.01% | 301 |
|