Liberty Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
+6,014
| New | +$506K | 0.08% | 126 |
|
|
2025
Q1 | – | Sell |
-5,946
| Closed | -$502K | – | 184 |
|
|
2024
Q4 | $502K | Buy |
5,946
+14
| +0.2% | +$1.18K | 0.08% | 118 |
|
|
2024
Q3 | $529K | Hold |
5,932
| – | – | 0.09% | 110 |
|
|
2024
Q2 | $437K | Hold |
5,932
| – | – | 0.08% | 122 |
|
|
2024
Q1 | $396K | Hold |
5,932
| – | – | 0.08% | 118 |
|
|
2023
Q4 | $363K | Hold |
5,932
| – | – | 0.08% | 120 |
|
|
2023
Q3 | $338K | Hold |
5,932
| – | – | 0.08% | 119 |
|
|
2023
Q2 | $371K | Hold |
5,932
| – | – | 0.09% | 119 |
|
|
2023
Q1 | $370K | Buy |
+5,932
| New | +$370K | 0.08% | 149 |
|
|
2022
Q3 | $333K | Hold |
5,932
| – | – | 0.09% | 102 |
|
|
2022
Q2 | $375K | Sell |
5,932
-421
| -7% | -$26.6K | 0.15% | 96 |
|
|
2022
Q1 | $444K | Buy |
6,353
+4
| +0.1% | +$280 | 0.16% | 87 |
|
|
2021
Q4 | $423 | Sell |
6,349
-413
| -6% | -$28 | 0.02% | 105 |
|
|
2021
Q3 | $413K | Buy |
6,762
+419
| +7% | +$25.6K | 0.15% | 87 |
|
|
2021
Q2 | $379K | Buy |
6,343
+116
| +2% | +$6.93K | 0.15% | 84 |
|
|
2021
Q1 | $355K | Hold |
6,227
| – | – | 0.17% | 80 |
|
|
2020
Q4 | $355K | Sell |
6,227
-1,490
| -19% | -$84.9K | 0.17% | 81 |
|
|
2020
Q3 | $424K | Sell |
7,717
-119
| -2% | -$6.54K | 0.25% | 62 |
|
|
2020
Q2 | $382K | Buy |
7,836
+39
| +0.5% | +$1.9K | 0.27% | 61 |
|
|
2020
Q1 | $350K | Hold |
7,797
| – | – | 0.31% | 54 |
|
|
2019
Q4 | $460K | Hold |
7,797
| – | – | 0.36% | 54 |
|
|
2019
Q3 | $484K | Buy |
7,797
+7,637
| +4,773% | +$474K | 0.46% | 43 |
|
|
2019
Q2 | $9K | Buy |
+160
| New | +$9K | 0.01% | 547 |
|