Mark Sheptoff Financial Planning’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $334K | Hold |
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|
2025
Q2 | $337K | Hold |
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|
2025
Q1 | $329K | Hold |
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|
2024
Q4 | $338K | Hold |
|
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|
2024
Q3 | $357K | Hold |
|
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|
2024
Q2 | $295K | Hold |
|
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $341K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $306K | Hold |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $301K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $289K | Hold |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $243K | Hold |
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|
2020
Q1 | $222K | Hold |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $310K | Buy |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $250K | Hold |
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|
2018
Q4 | $219K | Hold |
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|
2018
Q3 | $222K | Hold |
|
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|
2018
Q2 | $227K | Hold |
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|
2018
Q1 | $211K | Hold |
|
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $194K | Hold |
|
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|
2017
Q2 | $181K | Sell |
|
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|
2017
Q1 | $186K | Buy |
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|
2016
Q4 | $184K | Sell |
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|
2016
Q3 | $214K | Buy |
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|
2016
Q2 | $205K | Buy |
|
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|
2016
Q1 | $193K | Hold |
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|
2015
Q4 | $159K | Sell |
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|
2015
Q3 | $194K | Buy |
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|
2015
Q2 | $177K | Buy |
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|
2015
Q1 | $126K | Hold |
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|
2014
Q4 | $124K | Buy |
|