Nisa Investment Advisors’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Buy |
2,189
+9
| +0.4% | +$254 | ﹤0.01% | 1541 |
|
|
2025
Q1 | $61.9K | Hold |
2,180
| – | – | ﹤0.01% | 1536 |
|
|
2024
Q4 | $69.9K | Hold |
2,180
| – | – | ﹤0.01% | 1578 |
|
|
2024
Q3 | $59.8K | Hold |
2,180
| – | – | ﹤0.01% | 1598 |
|
|
2024
Q2 | $49.4K | Sell |
2,180
-8
| -0.4% | -$181 | ﹤0.01% | 1672 |
|
|
2024
Q1 | $53.2K | Sell |
2,188
-7
| -0.3% | -$170 | ﹤0.01% | 1636 |
|
|
2023
Q4 | $65.5K | Hold |
2,195
| – | – | ﹤0.01% | 1563 |
|
|
2023
Q3 | $56.3K | Buy |
2,195
+8
| +0.4% | +$205 | ﹤0.01% | 1688 |
|
|
2023
Q2 | $59.2K | Sell |
2,187
-6
| -0.3% | -$162 | ﹤0.01% | 1694 |
|
|
2023
Q1 | $65K | Sell |
2,193
-57
| -3% | -$1.69K | ﹤0.01% | 1633 |
|
|
2022
Q4 | $84K | Hold |
2,250
| – | – | ﹤0.01% | 1613 |
|
|
2022
Q3 | $89K | Hold |
2,250
| – | – | ﹤0.01% | 1544 |
|
|
2022
Q2 | $67K | Hold |
2,250
| – | – | ﹤0.01% | 1632 |
|
|
2022
Q1 | $78K | Sell |
2,250
-1,000
| -31% | -$34.7K | ﹤0.01% | 1710 |
|
|
2021
Q4 | $120K | Hold |
3,250
| – | – | ﹤0.01% | 1447 |
|
|
2021
Q3 | $108 | Hold |
3,250
| – | – | ﹤0.01% | 1663 |
|
|
2021
Q2 | $101 | Hold |
3,250
| – | – | ﹤0.01% | 1688 |
|
|
2021
Q1 | $100 | Hold |
3,250
| – | – | ﹤0.01% | 1743 |
|
|
2020
Q4 | $74K | Buy |
3,250
+1,000
| +44% | +$22.8K | ﹤0.01% | 1863 |
|
|
2020
Q3 | $34K | Buy |
+2,250
| New | +$34K | ﹤0.01% | 1957 |
|