NewEdge Advisors’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 | $831K | Sell |
59,627
-5,038
| -8% | -$70.2K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $1.11M | Sell |
64,665
-136,704
| -68% | -$2.35M | 0.01% | 1126 |
|
|
2024
Q4 | $4.06M | Buy |
201,369
+15,535
| +8% | +$313K | 0.02% | 571 |
|
|
2024
Q3 | $3.67M | Buy |
185,834
+149,086
| +406% | +$2.95M | 0.02% | 577 |
|
|
2024
Q2 | $642K | Sell |
36,748
-6,651
| -15% | -$116K | ﹤0.01% | 1274 |
|
|
2024
Q1 | $727K | Sell |
43,399
-41,042
| -49% | -$688K | 0.01% | 1154 |
|
|
2023
Q4 | $1.52M | Buy |
84,441
+4,374
| +5% | +$78.9K | 0.01% | 763 |
|
|
2023
Q3 | $1.29M | Buy |
80,067
+60,306
| +305% | +$973K | 0.01% | 752 |
|
|
2023
Q2 | $341K | Sell |
19,761
-15,255
| -44% | -$264K | ﹤0.01% | 1401 |
|
|
2023
Q1 | $566K | Buy |
35,016
+7,162
| +26% | +$116K | 0.01% | 1057 |
|
|
2022
Q4 | $73.3K | Buy |
27,854
+8,331
| +43% | +$21.9K | ﹤0.01% | 1572 |
|
|
2022
Q3 | $244K | Sell |
19,523
-772
| -4% | -$9.65K | ﹤0.01% | 1292 |
|
|
2022
Q2 | $203K | Buy |
+20,295
| New | +$203K | ﹤0.01% | 1390 |
|
|
2017
Q3 | – | Sell |
-846
| Closed | -$55K | – | 890 |
|
|
2017
Q2 | $55K | Buy |
+846
| New | +$55K | 0.01% | 515 |
|