Pacific Center for Financial Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.2K | Buy |
4,748
+93
| +2% | +$1.3K | 0.02% | 170 |
|
|
2025
Q1 | $80K | Buy |
4,655
+3
| +0.1% | +$52 | 0.02% | 153 |
|
|
2024
Q4 | $93.9K | Buy |
4,652
+1
| +0% | +$20 | 0.02% | 137 |
|
|
2024
Q3 | $92K | Buy |
4,651
+1
| +0% | +$20 | 0.02% | 138 |
|
|
2024
Q2 | $81.2K | Buy |
4,650
+2
| +0% | +$35 | 0.02% | 147 |
|
|
2024
Q1 | $77.9K | Buy |
4,648
+1,052
| +29% | +$17.6K | 0.02% | 152 |
|
|
2023
Q4 | $64.8K | Sell |
3,596
-1,051
| -23% | -$19K | 0.02% | 154 |
|
|
2023
Q3 | $75K | Sell |
4,647
-208
| -4% | -$3.36K | 0.03% | 142 |
|
|
2023
Q2 | $83.9K | Hold |
4,855
| – | – | 0.03% | 131 |
|
|
2023
Q1 | $78.5K | Buy |
+4,855
| New | +$78.5K | 0.03% | 138 |
|
|
2022
Q3 | $61K | Buy |
4,855
+209
| +4% | +$2.63K | 0.02% | 146 |
|
|
2022
Q2 | $46K | Buy |
4,646
+123
| +3% | +$1.22K | 0.02% | 160 |
|
|
2022
Q1 | $54K | Hold |
4,523
| – | – | 0.02% | 155 |
|
|
2021
Q4 | $55K | Sell |
4,523
-541
| -11% | -$6.58K | 0.02% | 158 |
|
|
2021
Q3 | $49K | Hold |
5,064
| – | – | 0.02% | 157 |
|
|
2021
Q2 | $52K | Buy |
5,064
+37
| +0.7% | +$380 | 0.02% | 150 |
|
|
2021
Q1 | $59K | Hold |
5,027
| – | – | 0.03% | 138 |
|
|
2020
Q4 | $63K | Hold |
5,027
| – | – | 0.02% | 130 |
|
|
2020
Q3 | $47K | Sell |
5,027
-197
| -4% | -$1.84K | 0.02% | 120 |
|
|
2020
Q2 | $46K | Hold |
5,224
| – | – | 0.02% | 115 |
|
|
2020
Q1 | $47K | Hold |
5,224
| – | – | 0.03% | 107 |
|
|
2019
Q4 | $57K | Buy |
5,224
+1,103
| +27% | +$12K | 0.03% | 116 |
|
|
2019
Q3 | $41K | Hold |
4,121
| – | – | 0.02% | 131 |
|
|
2019
Q2 | $94K | Buy |
4,121
+346
| +9% | +$7.89K | 0.05% | 86 |
|
|
2019
Q1 | $67K | Hold |
3,775
| – | – | 0.04% | 98 |
|
|
2018
Q4 | $90K | Sell |
3,775
-620
| -14% | -$14.8K | 0.05% | 81 |
|
|
2018
Q3 | $202K | Buy |
4,395
+210
| +5% | +$9.65K | 0.1% | 53 |
|
|
2018
Q2 | $178K | Hold |
4,185
| – | – | 0.1% | 59 |
|
|
2018
Q1 | $184K | Hold |
4,185
| – | – | 0.11% | 56 |
|
|
2017
Q4 | $188K | Buy |
4,185
+236
| +6% | +$10.6K | 0.12% | 53 |
|
|
2017
Q3 | $269K | Hold |
3,949
| – | – | 0.17% | 38 |
|
|
2017
Q2 | $262K | Buy |
3,949
+800
| +25% | +$53.1K | 0.18% | 39 |
|
|
2017
Q1 | $209K | Hold |
3,149
| – | – | 0.15% | 46 |
|
|
2016
Q4 | $191K | Buy |
+3,149
| New | +$191K | 0.15% | 52 |
|