OneDigital Investment Advisors’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 | $1.27M | Sell |
15,097
-68
| -0.4% | -$5.72K | 0.01% | 564 |
|
|
2025
Q1 | $1.25M | Buy |
15,165
+788
| +5% | +$64.9K | 0.01% | 537 |
|
|
2024
Q4 | $1.21M | Sell |
14,377
-5,005
| -26% | -$423K | 0.01% | 568 |
|
|
2024
Q3 | $1.73M | Buy |
19,382
+390
| +2% | +$34.8K | 0.02% | 480 |
|
|
2024
Q2 | $1.4M | Buy |
18,992
+5,554
| +41% | +$409K | 0.02% | 516 |
|
|
2024
Q1 | $897K | Sell |
13,438
-1,410
| -9% | -$94.2K | 0.01% | 544 |
|
|
2023
Q4 | $908K | Buy |
14,848
+3,007
| +25% | +$184K | 0.02% | 514 |
|
|
2023
Q3 | $674K | Buy |
11,841
+849
| +8% | +$48.3K | 0.01% | 542 |
|
|
2023
Q2 | $688K | Buy |
10,992
+87
| +0.8% | +$5.45K | 0.02% | 520 |
|
|
2023
Q1 | $681K | Buy |
10,905
+255
| +2% | +$15.9K | 0.02% | 507 |
|
|
2022
Q4 | $653K | Buy |
10,650
+6,464
| +154% | +$396K | 0.02% | 449 |
|
|
2022
Q3 | $235K | Buy |
4,186
+21
| +0.5% | +$1.18K | 0.01% | 663 |
|
|
2022
Q2 | $264K | Buy |
+4,165
| New | +$264K | 0.01% | 591 |
|
|
2019
Q3 | – | Sell |
-700
| Closed | -$41K | – | 953 |
|
|
2019
Q2 | $41K | Sell |
700
-615
| -47% | -$36K | ﹤0.01% | 609 |
|
|
2019
Q1 | $78K | Buy |
1,315
+615
| +88% | +$36.5K | 0.01% | 412 |
|
|
2018
Q4 | $36K | Hold |
700
| – | – | 0.01% | 524 |
|
|
2018
Q3 | $37K | Hold |
700
| – | – | 0.01% | 478 |
|
|
2018
Q2 | $38K | Sell |
700
-600
| -46% | -$32.6K | 0.01% | 585 |
|
|
2018
Q1 | $65K | Hold |
1,300
| – | – | 0.01% | 453 |
|
|
2017
Q4 | $67K | Buy |
1,300
+527
| +68% | +$27.2K | 0.01% | 432 |
|
|
2017
Q3 | $36K | Buy |
773
+1
| +0.1% | +$47 | 0.01% | 465 |
|
|
2017
Q2 | $33K | Buy |
+772
| New | +$33K | 0.01% | 587 |
|