OneAscent Financial Services’s Public Service Enterprise Group PEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Sell	2,900 -3,786	-57%	-$316K	0.02%	468
2025 Q1	$554K	Buy	6,686 +3,029	+83%	+$251K	0.04%	317
2024 Q4	$309K	Buy	3,657 +374	+11%	+$31.6K	0.03%	357
2024 Q3	$293K	Buy	+3,283	New	+$293K	0.21%	128