Lido Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
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|
2025
Q1 | $654K | Buy |
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|
2024
Q4 | $749K | Buy |
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|
2024
Q3 | $639K | Buy |
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|
2024
Q2 | $473K | Sell |
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|
2024
Q1 | $506K | Buy |
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|
2023
Q4 | $540K | Buy |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $196K | Buy |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $195K | Buy |
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|
2021
Q3 | $153K | Buy |
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|
2021
Q2 | $161K | Sell |
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|
2021
Q1 | $189K | Sell |
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|
2020
Q4 | $204K | Buy |
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|
2020
Q3 | $143K | Buy |
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|
2020
Q2 | $134K | Buy |
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|
2020
Q1 | $135K | Buy |
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