OneDigital Investment Advisors’s Portland General Electric POR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$388K	Sell	7,347 -401	-5%	-$20.6K	﹤0.01%	1057
2025 Q4	$372K	Sell	7,748 -561	-7%	-$26.5K	﹤0.01%	1097
2025 Q3	$366K	Buy	8,309 +248	+3%	+$10.4K	﹤0.01%	1076
2025 Q2	$328K	Buy	8,061 +80	+1%	+$3.36K	﹤0.01%	1111
2025 Q1	$356K	Buy	7,981 +699	+10%	+$30K	﹤0.01%	1000
2024 Q4	$318K	Buy	7,282 +291	+4%	+$13.5K	﹤0.01%	1103
2024 Q3	$335K	Buy	6,991 +1,486	+27%	+$69.5K	﹤0.01%	1104
2024 Q2	$238K	Buy	+5,505	New	+$237K	﹤0.01%	1209
2019 Q3	–	Sell	-324	Closed	-$18K	–	1005
2019 Q2	$18K	Hold	324	–	–	﹤0.01%	834
2019 Q1	$17K	Sell	324 -81	-20%	-$3.95K	﹤0.01%	784
2018 Q4	$19K	Hold	405	–	–	﹤0.01%	708
2018 Q3	$18K	Hold	405	–	–	﹤0.01%	698
2018 Q2	$17K	Hold	405	–	–	﹤0.01%	874
2018 Q1	$16K	Sell	405 -103	-20%	-$4.23K	﹤0.01%	886
2017 Q4	$23K	Hold	508	–	–	﹤0.01%	761
2017 Q3	$23K	Hold	508	–	–	0.01%	598
2017 Q2	$23K	Buy	+508	New	+$23.4K	0.01%	703