Pinnacle Wealth Planning Services’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 | $389K | Buy |
4,617
+866
| +23% | +$72.9K | 0.05% | 240 |
|
|
2025
Q1 | $309K | Buy |
3,751
+62
| +2% | +$5.1K | 0.05% | 254 |
|
|
2024
Q4 | $312K | Sell |
3,689
-2,656
| -42% | -$224K | 0.05% | 242 |
|
|
2024
Q3 | $566K | Sell |
6,345
-101
| -2% | -$9.01K | 0.08% | 169 |
|
|
2024
Q2 | $475K | Sell |
6,446
-12
| -0.2% | -$884 | 0.07% | 194 |
|
|
2024
Q1 | $431K | Buy |
6,458
+130
| +2% | +$8.68K | 0.06% | 218 |
|
|
2023
Q4 | $387K | Sell |
6,328
-93
| -1% | -$5.69K | 0.06% | 214 |
|
|
2023
Q3 | $365K | Sell |
6,421
-2
| -0% | -$114 | 0.06% | 211 |
|
|
2023
Q2 | $402K | Sell |
6,423
-172
| -3% | -$10.8K | 0.06% | 205 |
|
|
2023
Q1 | $412K | Buy |
6,595
+154
| +2% | +$9.62K | 0.07% | 203 |
|
|
2022
Q4 | $395K | Buy |
6,441
+2,450
| +61% | +$150K | 0.07% | 204 |
|
|
2022
Q3 | $224K | Buy |
3,991
+126
| +3% | +$7.07K | 0.04% | 303 |
|
|
2022
Q2 | $245K | Buy |
3,865
+50
| +1% | +$3.17K | 0.04% | 290 |
|
|
2022
Q1 | $267K | Buy |
3,815
+1
| +0% | +$70 | 0.05% | 294 |
|
|
2021
Q4 | $255K | Buy |
3,814
+13
| +0.3% | +$869 | 0.05% | 291 |
|
|
2021
Q3 | $231K | Buy |
3,801
+206
| +6% | +$12.5K | 0.05% | 294 |
|
|
2021
Q2 | $215K | Buy |
3,595
+16
| +0.4% | +$957 | 0.05% | 298 |
|
|
2021
Q1 | $216K | Buy |
3,579
+961
| +37% | +$58K | 0.06% | 281 |
|
|
2020
Q4 | $153K | Buy |
+2,618
| New | +$153K | 0.04% | 339 |
|