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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $775K | Buy |
44,022
+9,624
| +28% | +$164K | ﹤0.01% | 1081 |
|
|
2025
Q4 | $539K | Buy |
34,398
+15,743
| +84% | +$251K | ﹤0.01% | 1267 |
|
|
2025
Q3 | $282K | Buy |
18,655
+37
| +0.2% | +$540 | ﹤0.01% | 1518 |
|
|
2025
Q2 | $260K | Sell |
18,618
-19,411
| -51% | -$316K | ﹤0.01% | 1404 |
|
|
2025
Q1 | $654K | Buy |
38,029
+978
| +3% | +$16.2K | ﹤0.01% | 926 |
|
|
2024
Q4 | $749K | Buy |
37,051
+4,752
| +15% | +$96.7K | ﹤0.01% | 872 |
|
|
2024
Q3 | $639K | Buy |
32,299
+5,216
| +19% | +$97.6K | ﹤0.01% | 870 |
|
|
2024
Q2 | $473K | Sell |
27,083
-3,100
| -10% | -$54.6K | ﹤0.01% | 947 |
|
|
2024
Q1 | $506K | Buy |
30,183
+228
| +0.8% | +$3.82K | ﹤0.01% | 900 |
|
|
2023
Q4 | $540K | Buy |
29,955
+5,745
| +24% | +$97K | 0.01% | 835 |
|
|
2023
Q3 | $391K | Buy |
24,210
+1,998
| +9% | +$34.3K | ﹤0.01% | 827 |
|
|
2023
Q2 | $384K | Buy |
22,212
+2,671
| +14% | +$45.2K | ﹤0.01% | 826 |
|
|
2023
Q1 | $316K | Buy |
19,541
+1,910
| +11% | +$30.2K | ﹤0.01% | 854 |
|
|
2022
Q4 | $287K | Buy |
17,631
+452
| +3% | +$6.83K | 0.01% | 799 |
|
|
2022
Q3 | $214K | Sell |
17,179
-2,516
| -13% | -$29.5K | ﹤0.01% | 866 |
|
|
2022
Q2 | $196K | Buy |
19,695
+444
| +2% | +$5.22K | ﹤0.01% | 877 |
|
|
2022
Q1 | $229K | Buy |
19,251
+3,111
| +19% | +$36.8K | ﹤0.01% | 912 |
|
|
2021
Q4 | $195K | Buy |
16,140
+188
| +1% | +$2.2K | ﹤0.01% | 963 |
|
|
2021
Q3 | $153K | Buy |
15,952
+87
| +0.5% | +$821 | ﹤0.01% | 934 |
|
|
2021
Q2 | $161K | Sell |
15,865
-316
| -2% | -$3.39K | ﹤0.01% | 882 |
|
|
2021
Q1 | $189K | Sell |
16,181
-258
| -2% | -$3K | 0.01% | 813 |
|
|
2020
Q4 | $204K | Buy |
16,439
+1,217
| +8% | +$13.8K | 0.01% | 770 |
|
|
2020
Q3 | $143K | Buy |
15,222
+94
| +0.6% | +$871 | 0.01% | 605 |
|
|
2020
Q2 | $134K | Buy |
15,128
+100
| +0.7% | +$1.09K | 0.01% | 570 |
|
|
2020
Q1 | $135K | Buy |
+15,028
| New | +$200K | 0.01% | 545 |
|
Other funds holding PCG
VCM
VPM
