LFA
Legacy Financial 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 | $356K | Buy |
4,233
+193
| +5% | +$16.2K | 0.06% | 247 |
|
|
2025
Q1 | $332K | Buy |
4,040
+209
| +5% | +$17.2K | 0.06% | 260 |
|
|
2024
Q4 | $324K | Sell |
3,831
-5,831
| -60% | -$493K | 0.05% | 262 |
|
|
2024
Q3 | $862K | Sell |
9,662
-5,988
| -38% | -$534K | 0.14% | 113 |
|
|
2024
Q2 | $1.15M | Buy |
15,650
+71
| +0.5% | +$5.23K | 0.21% | 77 |
|
|
2024
Q1 | $1.04M | Buy |
15,579
+1,692
| +12% | +$113K | 0.19% | 90 |
|
|
2023
Q4 | $849K | Buy |
13,887
+403
| +3% | +$24.6K | 0.16% | 97 |
|
|
2023
Q3 | $767K | Buy |
13,484
+1,324
| +11% | +$75.4K | 0.15% | 85 |
|
|
2023
Q2 | $761K | Buy |
12,160
+1,746
| +17% | +$109K | 0.14% | 88 |
|
|
2023
Q1 | $650K | Buy |
10,414
+3
| +0% | +$187 | 0.13% | 94 |
|
|
2022
Q4 | $638K | Buy |
10,411
+622
| +6% | +$38.1K | 0.14% | 88 |
|
|
2022
Q3 | $550K | Buy |
9,789
+432
| +5% | +$24.3K | 0.13% | 88 |
|
|
2022
Q2 | $592K | Buy |
9,357
+631
| +7% | +$39.9K | 0.15% | 75 |
|
|
2022
Q1 | $611K | Sell |
8,726
-180
| -2% | -$12.6K | 0.14% | 80 |
|
|
2021
Q4 | $594K | Buy |
8,906
+585
| +7% | +$39K | 0.14% | 77 |
|
|
2021
Q3 | $507K | Buy |
8,321
+335
| +4% | +$20.4K | 0.12% | 76 |
|
|
2021
Q2 | $477K | Buy |
7,986
+1,271
| +19% | +$75.9K | 0.12% | 75 |
|
|
2021
Q1 | $404K | Buy |
6,715
+1,283
| +24% | +$77.2K | 0.11% | 81 |
|
|
2020
Q4 | $317K | Buy |
5,432
+516
| +10% | +$30.1K | 0.09% | 93 |
|
|
2020
Q3 | $270K | Buy |
+4,916
| New | +$270K | 0.08% | 91 |
|
|
2019
Q2 | – | Sell |
-348
| Closed | -$21K | – | 682 |
|
|
2019
Q1 | $21K | Buy |
348
+71
| +26% | +$4.28K | 0.01% | 448 |
|
|
2018
Q4 | $14K | Buy |
277
+127
| +85% | +$6.42K | 0.01% | 487 |
|
|
2018
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 619 |
|
|
2018
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 596 |
|
|
2018
Q1 | $7K | Buy |
+150
| New | +$7K | ﹤0.01% | 577 |
|