Oxford Financial Group’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 | $455K | Sell |
5,405
-99
| -2% | -$8.33K | 0.03% | 139 |
|
|
2025
Q1 | $453K | Sell |
5,504
-30
| -0.5% | -$2.47K | 0.03% | 141 |
|
|
2024
Q4 | $468K | Buy |
5,534
+33
| +0.6% | +$2.79K | 0.03% | 156 |
|
|
2024
Q3 | $491K | Sell |
5,501
-644
| -10% | -$57.5K | 0.03% | 148 |
|
|
2024
Q2 | $453K | Buy |
6,145
+694
| +13% | +$51.1K | 0.03% | 158 |
|
|
2024
Q1 | $364K | Buy |
5,451
+46
| +0.9% | +$3.07K | 0.03% | 165 |
|
|
2023
Q4 | $331K | Hold |
5,405
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $308K | Sell |
5,405
-73
| -1% | -$4.15K | 0.03% | 168 |
|
|
2023
Q2 | $343K | Sell |
5,478
-21
| -0.4% | -$1.32K | 0.03% | 163 |
|
|
2023
Q1 | $343K | Sell |
5,499
-62
| -1% | -$3.87K | 0.04% | 135 |
|
|
2022
Q4 | $341K | Buy |
5,561
+156
| +3% | +$9.56K | 0.04% | 140 |
|
|
2022
Q3 | $304K | Sell |
5,405
-56
| -1% | -$3.15K | 0.05% | 133 |
|
|
2022
Q2 | $346K | Sell |
5,461
-36
| -0.7% | -$2.28K | 0.05% | 137 |
|
|
2022
Q1 | $385K | Hold |
5,497
| – | – | 0.05% | 135 |
|
|
2021
Q4 | $367K | Buy |
5,497
+92
| +2% | +$6.14K | 0.04% | 147 |
|
|
2021
Q3 | $329K | Buy |
5,405
+300
| +6% | +$18.3K | 0.04% | 142 |
|
|
2021
Q2 | $305K | Buy |
5,105
+129
| +3% | +$7.71K | 0.04% | 147 |
|
|
2021
Q1 | $300K | Sell |
4,976
-92
| -2% | -$5.55K | 0.04% | 143 |
|
|
2020
Q4 | $295K | Buy |
5,068
+92
| +2% | +$5.36K | 0.04% | 146 |
|
|
2020
Q3 | $273K | Hold |
4,976
| – | – | 0.04% | 135 |
|
|
2020
Q2 | $245K | Hold |
4,976
| – | – | 0.04% | 143 |
|
|
2020
Q1 | $223K | Buy |
+4,976
| New | +$223K | 0.04% | 143 |
|