Mark Sheptoff Financial Planning’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.7K | Hold |
1,100
| – | – | 0.02% | 192 |
|
|
2025
Q1 | $49.1K | Hold |
1,100
| – | – | 0.03% | 170 |
|
|
2024
Q4 | $48K | Hold |
1,100
| – | – | 0.03% | 177 |
|
|
2024
Q3 | $52.7K | Hold |
1,100
| – | – | 0.03% | 168 |
|
|
2024
Q2 | $47.6K | Hold |
1,100
| – | – | 0.03% | 183 |
|
|
2024
Q1 | $46.2K | Hold |
1,100
| – | – | 0.03% | 179 |
|
|
2023
Q4 | $47.7K | Hold |
1,100
| – | – | 0.03% | 164 |
|
|
2023
Q3 | $44.5K | Hold |
1,100
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $51.5K | Hold |
1,100
| – | – | 0.03% | 161 |
|
|
2023
Q1 | $53.8K | Hold |
1,100
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $53.9K | Hold |
1,100
| – | – | 0.03% | 147 |
|
|
2022
Q3 | $48K | Hold |
1,100
| – | – | 0.03% | 146 |
|
|
2022
Q2 | $53K | Hold |
1,100
| – | – | 0.03% | 153 |
|
|
2022
Q1 | $61K | Hold |
1,100
| – | – | 0.03% | 161 |
|
|
2021
Q4 | $58K | Hold |
1,100
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $52K | Hold |
1,100
| – | – | 0.03% | 179 |
|
|
2021
Q2 | $51K | Hold |
1,100
| – | – | 0.03% | 184 |
|
|
2021
Q1 | $52K | Hold |
1,100
| – | – | 0.03% | 164 |
|
|
2020
Q4 | $47K | Hold |
1,100
| – | – | 0.03% | 164 |
|
|
2020
Q3 | $39K | Hold |
1,100
| – | – | 0.02% | 157 |
|
|
2020
Q2 | $46K | Hold |
1,100
| – | – | 0.03% | 151 |
|
|
2020
Q1 | $53K | Hold |
1,100
| – | – | 0.04% | 133 |
|
|
2019
Q4 | $61K | Hold |
1,100
| – | – | 0.04% | 141 |
|
|
2019
Q3 | $62K | Hold |
1,100
| – | – | 0.04% | 133 |
|
|
2019
Q2 | $60K | Hold |
1,100
| – | – | 0.04% | 144 |
|
|
2019
Q1 | $57K | Hold |
1,100
| – | – | 0.04% | 141 |
|
|
2018
Q4 | $50K | Hold |
1,100
| – | – | 0.04% | 134 |
|
|
2018
Q3 | $50K | Hold |
1,100
| – | – | 0.03% | 163 |
|
|
2018
Q2 | $47K | Sell |
1,100
-2,200
| -67% | -$94K | 0.03% | 163 |
|
|
2018
Q1 | $134K | Sell |
3,300
-350
| -10% | -$14.2K | 0.09% | 119 |
|
|
2017
Q4 | $166K | Hold |
3,650
| – | – | 0.11% | 116 |
|
|
2017
Q3 | $167K | Buy |
3,650
+2,000
| +121% | +$91.5K | 0.11% | 118 |
|
|
2017
Q2 | $75K | Sell |
1,650
-1
| -0.1% | -$45 | 0.05% | 156 |
|
|
2017
Q1 | $73K | Buy |
1,651
+1
| +0.1% | +$44 | 0.05% | 157 |
|
|
2016
Q4 | $71K | Sell |
1,650
-5,400
| -77% | -$232K | 0.05% | 155 |
|
|
2016
Q3 | $300K | Buy |
7,050
+900
| +15% | +$38.3K | 0.22% | 79 |
|
|
2016
Q2 | $271K | Buy |
6,150
+3,150
| +105% | +$139K | 0.2% | 80 |
|
|
2016
Q1 | $118K | Buy |
3,000
+450
| +18% | +$17.7K | 0.1% | 119 |
|
|
2015
Q4 | $93K | Sell |
2,550
-1,500
| -37% | -$54.7K | 0.08% | 138 |
|
|
2015
Q3 | $150K | Hold |
4,050
| – | – | 0.13% | 110 |
|
|
2015
Q2 | $134K | Buy |
4,050
+2,000
| +98% | +$66.2K | 0.11% | 124 |
|
|
2015
Q1 | $76K | Buy |
2,050
+500
| +32% | +$18.5K | 0.06% | 147 |
|
|
2014
Q4 | $59K | Hold |
1,550
| – | – | 0.05% | 155 |
|
|
2014
Q3 | $50K | Hold |
1,550
| – | – | 0.04% | 172 |
|
|
2014
Q2 | $54K | Hold |
1,550
| – | – | 0.05% | 174 |
|
|
2014
Q1 | $50K | Buy |
+1,550
| New | +$50K | 0.04% | 180 |
|