OneDigital Investment Advisors’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
8,061
+80
| +1% | +$3.25K | ﹤0.01% | 1110 |
|
|
2025
Q1 | $356K | Buy |
7,981
+699
| +10% | +$31.2K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $318K | Buy |
7,282
+291
| +4% | +$12.7K | ﹤0.01% | 1103 |
|
|
2024
Q3 | $335K | Buy |
6,991
+1,486
| +27% | +$71.2K | ﹤0.01% | 1104 |
|
|
2024
Q2 | $238K | Buy |
+5,505
| New | +$238K | ﹤0.01% | 1208 |
|
|
2019
Q3 | – | Sell |
-324
| Closed | -$18K | – | 962 |
|
|
2019
Q2 | $18K | Hold |
324
| – | – | ﹤0.01% | 829 |
|
|
2019
Q1 | $17K | Sell |
324
-81
| -20% | -$4.25K | ﹤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% | -$4.07K | ﹤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 | +$23K | 0.01% | 703 |
|