LRI Investments’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 | $660K | Buy |
7,835
+695
| +10% | +$58.5K | 0.06% | 149 |
|
|
2025
Q1 | $588K | Buy |
7,140
+3,000
| +72% | +$247K | 0.06% | 150 |
|
|
2024
Q4 | $350K | Hold |
4,140
| – | – | 0.03% | 185 |
|
|
2024
Q3 | $360K | Hold |
4,140
| – | – | 0.03% | 193 |
|
|
2024
Q2 | $305K | Hold |
4,140
| – | – | 0.03% | 183 |
|
|
2024
Q1 | $276K | Buy |
+4,140
| New | +$276K | 0.07% | 113 |
|