LA
Legacy Advisors’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,019
| Closed | -$495K | – | 297 |
|
|
2025
Q1 | $495K | Buy |
6,019
+116
| +2% | +$9.55K | 0.05% | 264 |
|
|
2024
Q4 | $499K | Buy |
5,903
+138
| +2% | +$11.7K | 0.05% | 252 |
|
|
2024
Q3 | $514K | Buy |
5,765
+173
| +3% | +$15.4K | 0.06% | 240 |
|
|
2024
Q2 | $412K | Buy |
5,592
+68
| +1% | +$5.01K | 0.05% | 220 |
|
|
2024
Q1 | $372K | Sell |
5,524
-47
| -0.8% | -$3.17K | 0.05% | 232 |
|
|
2023
Q4 | $341K | Buy |
5,571
+305
| +6% | +$18.7K | 0.04% | 224 |
|
|
2023
Q3 | $300K | Buy |
5,266
+274
| +5% | +$15.6K | 0.05% | 232 |
|
|
2023
Q2 | $313K | Buy |
4,992
+33
| +0.7% | +$2.07K | 0.05% | 216 |
|
|
2023
Q1 | $310K | Buy |
4,959
+75
| +2% | +$4.68K | 0.06% | 199 |
|
|
2022
Q4 | $299K | Buy |
4,884
+12
| +0.2% | +$735 | 0.05% | 189 |
|
|
2022
Q3 | $274K | Sell |
4,872
-13
| -0.3% | -$731 | 0.06% | 177 |
|
|
2022
Q2 | $309K | Sell |
4,885
-39
| -0.8% | -$2.47K | 0.07% | 168 |
|
|
2022
Q1 | $345K | Buy |
4,924
+253
| +5% | +$17.7K | 0.07% | 150 |
|
|
2021
Q4 | $312K | Hold |
4,671
| – | – | 0.11% | 94 |
|
|
2021
Q3 | $284K | Hold |
4,671
| – | – | 0.11% | 94 |
|
|
2021
Q2 | $279K | Hold |
4,671
| – | – | 0.11% | 93 |
|
|
2021
Q1 | $281K | Buy |
4,671
+1,089
| +30% | +$65.5K | 0.12% | 92 |
|
|
2020
Q4 | $209K | Buy |
+3,582
| New | +$209K | 0.12% | 105 |
|
|
2020
Q2 | – | Sell |
-6,020
| Closed | -$270K | – | 109 |
|
|
2020
Q1 | $270K | Hold |
6,020
| – | – | 0.27% | 74 |
|
|
2019
Q4 | $355K | Hold |
6,020
| – | – | 0.23% | 90 |
|
|
2019
Q3 | $374K | Hold |
6,020
| – | – | 0.28% | 73 |
|
|
2019
Q2 | $354K | Sell |
6,020
-6,020
| -50% | -$354K | 0.24% | 78 |
|
|
2019
Q1 | $716K | Buy |
12,040
+5,968
| +98% | +$355K | 0.23% | 81 |
|
|
2018
Q4 | $316K | Sell |
6,072
-20
| -0.3% | -$1.04K | 0.24% | 85 |
|
|
2018
Q3 | $322K | Buy |
6,092
+1,144
| +23% | +$60.5K | 0.16% | 111 |
|
|
2018
Q2 | $268K | Buy |
4,948
+4,848
| +4,848% | +$263K | 0.2% | 81 |
|
|
2018
Q1 | $5K | Buy |
100
+28
| +39% | +$1.4K | ﹤0.01% | 308 |
|
|
2017
Q4 | $3K | Sell |
72
-55
| -43% | -$2.29K | ﹤0.01% | 318 |
|
|
2017
Q3 | $5K | Buy |
127
+55
| +76% | +$2.17K | 0.01% | 292 |
|
|
2017
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 183 |
|
|
2017
Q1 | $3K | Hold |
72
| – | – | ﹤0.01% | 183 |
|
|
2016
Q4 | $3K | Buy |
+72
| New | +$3K | ﹤0.01% | 195 |
|