Lido Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
18,618
-19,411
| -51% | -$271K | ﹤0.01% | 1263 |
|
|
2025
Q1 | $654K | Buy |
38,029
+978
| +3% | +$16.8K | ﹤0.01% | 864 |
|
|
2024
Q4 | $749K | Buy |
37,051
+4,752
| +15% | +$96K | ﹤0.01% | 802 |
|
|
2024
Q3 | $639K | Buy |
32,299
+5,216
| +19% | +$103K | ﹤0.01% | 791 |
|
|
2024
Q2 | $473K | Sell |
27,083
-3,100
| -10% | -$54.2K | ﹤0.01% | 854 |
|
|
2024
Q1 | $506K | Buy |
30,183
+228
| +0.8% | +$3.82K | ﹤0.01% | 818 |
|
|
2023
Q4 | $540K | Buy |
29,955
+5,745
| +24% | +$104K | ﹤0.01% | 753 |
|
|
2023
Q3 | $391K | Buy |
24,210
+1,998
| +9% | +$32.2K | ﹤0.01% | 740 |
|
|
2023
Q2 | $384K | Buy |
22,212
+2,671
| +14% | +$46.2K | ﹤0.01% | 743 |
|
|
2023
Q1 | $316K | Buy |
19,541
+1,910
| +11% | +$30.9K | ﹤0.01% | 776 |
|
|
2022
Q4 | $287K | Buy |
17,631
+452
| +3% | +$7.35K | ﹤0.01% | 716 |
|
|
2022
Q3 | $214K | Sell |
17,179
-2,516
| -13% | -$31.3K | ﹤0.01% | 761 |
|
|
2022
Q2 | $196K | Buy |
19,695
+444
| +2% | +$4.42K | ﹤0.01% | 766 |
|
|
2022
Q1 | $229K | Buy |
19,251
+3,111
| +19% | +$37K | ﹤0.01% | 808 |
|
|
2021
Q4 | $195K | Buy |
16,140
+188
| +1% | +$2.27K | ﹤0.01% | 848 |
|
|
2021
Q3 | $153K | Buy |
15,952
+87
| +0.5% | +$834 | ﹤0.01% | 826 |
|
|
2021
Q2 | $161K | Sell |
15,865
-316
| -2% | -$3.21K | ﹤0.01% | 769 |
|
|
2021
Q1 | $189K | Sell |
16,181
-258
| -2% | -$3.01K | ﹤0.01% | 714 |
|
|
2020
Q4 | $204K | Buy |
16,439
+1,217
| +8% | +$15.1K | ﹤0.01% | 673 |
|
|
2020
Q3 | $143K | Buy |
15,222
+94
| +0.6% | +$883 | ﹤0.01% | 529 |
|
|
2020
Q2 | $134K | Buy |
15,128
+100
| +0.7% | +$886 | ﹤0.01% | 493 |
|
|
2020
Q1 | $135K | Buy |
+15,028
| New | +$135K | 0.01% | 482 |
|