LGT Financial Advisors’s Portland General Electric POR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.26K Buy
105
+1
+1% +$41 0.01% 310
2025
Q1
$4.63K Sell
104
-575
-85% -$25.6K 0.01% 233
2024
Q4
$29.6K Buy
679
+1
+0.1% +$44 0.07% 229
2024
Q3
$32.5K Sell
678
-629
-48% -$30.1K 0.08% 186
2024
Q2
$56.5K Sell
1,307
-2,056
-61% -$88.9K 0.12% 150
2024
Q1
$141K Sell
3,363
-150
-4% -$6.3K 0.16% 146
2023
Q4
$152K Buy
3,513
+62
+2% +$2.69K 0.19% 125
2023
Q3
$140K Buy
+3,451
New +$140K 0.18% 127