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 |
|