Merit Financial Group’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 | $329K | Sell |
23,595
-57,104
| -71% | -$796K | ﹤0.01% | 1290 |
|
|
2025
Q1 | $1.39M | Buy |
80,699
+64,027
| +384% | +$1.1M | 0.02% | 543 |
|
|
2024
Q4 | $336K | Buy |
+16,672
| New | +$336K | 0.01% | 883 |
|
|
2024
Q1 | – | Sell |
-20,093
| Closed | -$362K | – | 913 |
|
|
2023
Q4 | $362K | Buy |
+20,093
| New | +$362K | 0.01% | 571 |
|