MAP
Moody Aldrich Partners’s Portland General Electric POR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Sell |
162,814
-2,513
| -2% | -$102K | 1.28% | 22 |
|
|
2025
Q1 | $7.37M | Sell |
165,327
-5,215
| -3% | -$233K | 1.54% | 15 |
|
|
2024
Q4 | $7.44M | Sell |
170,542
-4,615
| -3% | -$201K | 1.38% | 15 |
|
|
2024
Q3 | $8.39M | Buy |
175,157
+45,363
| +35% | +$2.17M | 1.53% | 5 |
|
|
2024
Q2 | $5.61M | Buy |
129,794
+19,678
| +18% | +$851K | 1.09% | 27 |
|
|
2024
Q1 | $4.62M | Sell |
110,116
-2,221
| -2% | -$93.3K | 0.79% | 54 |
|
|
2023
Q4 | $4.87M | Sell |
112,337
-3,868
| -3% | -$168K | 0.88% | 48 |
|
|
2023
Q3 | $4.7M | Sell |
116,205
-66,301
| -36% | -$2.68M | 0.89% | 47 |
|
|
2023
Q2 | $8.55M | Buy |
182,506
+36,290
| +25% | +$1.7M | 1.66% | 12 |
|
|
2023
Q1 | $7.15M | Sell |
146,216
-62,960
| -30% | -$3.08M | 1.44% | 15 |
|
|
2022
Q4 | $10.2M | Buy |
209,176
+6,838
| +3% | +$335K | 2.08% | 3 |
|
|
2022
Q3 | $8.79M | Buy |
202,338
+23,886
| +13% | +$1.04M | 1.81% | 8 |
|
|
2022
Q2 | $8.63M | Buy |
+178,452
| New | +$8.63M | 1.69% | 10 |
|
|
2017
Q3 | – | Sell |
-18,420
| Closed | -$842K | – | 100 |
|
|
2017
Q2 | $842K | Buy |
18,420
+4,430
| +32% | +$203K | 1.05% | 41 |
|
|
2017
Q1 | $621K | Buy |
+13,990
| New | +$621K | 1.06% | 45 |
|
|
2016
Q3 | – | Sell |
-22,700
| Closed | -$1M | – | 100 |
|
|
2016
Q2 | $1M | Buy |
22,700
+12,710
| +127% | +$561K | 0.83% | 64 |
|
|
2016
Q1 | $395K | Buy |
+9,990
| New | +$395K | 0.83% | 67 |
|