PWA
PCG Wealth Advisors’s Riley Exploration Permian REPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-94,590
| Closed | -$2.76M | – | 130 |
|
|
2025
Q1 | $2.76M | Sell |
94,590
-10,544
| -10% | -$308K | 0.96% | 33 |
|
|
2024
Q4 | $3.36M | Buy |
105,134
+145
| +0.1% | +$4.63K | 1.24% | 27 |
|
|
2024
Q3 | $2.78M | Sell |
104,989
-2,337
| -2% | -$61.9K | 1.07% | 32 |
|
|
2024
Q2 | $3.04M | Sell |
107,326
-5,020
| -4% | -$142K | 1.32% | 31 |
|
|
2024
Q1 | $3.71M | Sell |
112,346
-5,566
| -5% | -$184K | 1.76% | 17 |
|
|
2023
Q4 | $3.21M | Buy |
117,912
+3,680
| +3% | +$100K | 1.79% | 19 |
|
|
2023
Q3 | $3.63M | Buy |
114,232
+850
| +0.7% | +$27K | 2.38% | 12 |
|
|
2023
Q2 | $4.05M | Buy |
113,382
+105,814
| +1,398% | +$3.78M | 2.52% | 10 |
|
|
2023
Q1 | $288K | Sell |
7,568
-44,800
| -86% | -$1.71M | 0.18% | 86 |
|
|
2022
Q4 | $1.54M | Sell |
52,368
-135,032
| -72% | -$3.97M | 0.98% | 27 |
|
|
2022
Q3 | $3.56M | Buy |
+187,400
| New | +$3.56M | 1.27% | 16 |
|