Perigon Wealth Management’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 | $647K | Buy |
7,683
+218
| +3% | +$18.4K | 0.02% | 603 |
|
|
2025
Q1 | $614K | Sell |
7,465
-169
| -2% | -$13.9K | 0.02% | 581 |
|
|
2024
Q4 | $675K | Sell |
7,634
-76
| -1% | -$6.72K | 0.02% | 554 |
|
|
2024
Q3 | $688K | Buy |
7,710
+58
| +0.8% | +$5.17K | 0.02% | 519 |
|
|
2024
Q2 | $564K | Sell |
7,652
-166
| -2% | -$12.2K | 0.02% | 505 |
|
|
2024
Q1 | $522K | Buy |
7,818
+308
| +4% | +$20.6K | 0.02% | 526 |
|
|
2023
Q4 | $459K | Buy |
7,510
+47
| +0.6% | +$2.87K | 0.02% | 521 |
|
|
2023
Q3 | $425K | Sell |
7,463
-204
| -3% | -$11.6K | 0.02% | 481 |
|
|
2023
Q2 | $480K | Sell |
7,667
-686
| -8% | -$42.9K | 0.02% | 461 |
|
|
2023
Q1 | $522K | Sell |
8,353
-2,757
| -25% | -$172K | 0.03% | 386 |
|
|
2022
Q4 | $681K | Buy |
+11,110
| New | +$681K | 0.04% | 337 |
|
|
2021
Q1 | – | Sell |
-5,311
| Closed | -$310K | – | 871 |
|
|
2020
Q4 | $310K | Sell |
5,311
-6,478
| -55% | -$378K | 0.04% | 322 |
|
|
2020
Q3 | $647K | Buy |
11,789
+30
| +0.3% | +$1.65K | 0.09% | 180 |
|
|
2020
Q2 | $578K | Buy |
11,759
+34
| +0.3% | +$1.67K | 0.09% | 179 |
|
|
2020
Q1 | $621K | Buy |
11,725
+1,766
| +18% | +$93.5K | 0.12% | 144 |
|
|
2019
Q4 | $579K | Buy |
9,959
+19
| +0.2% | +$1.11K | 0.12% | 129 |
|
|
2019
Q3 | $615K | Buy |
+9,940
| New | +$615K | 0.14% | 104 |
|
|
2018
Q2 | – | Sell |
-120
| Closed | -$6K | – | 501 |
|
|
2018
Q1 | $6K | Hold |
120
| – | – | ﹤0.01% | 546 |
|
|
2017
Q4 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 526 |
|