Polymer Capital Management’s Portland General Electric POR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.67M	Buy	115,000 +45,000	+64%	+$1.83M	0.55%	32
2025 Q1	$3.12M	Sell	70,000 -80,000	-53%	-$3.57M	0.81%	19
2024 Q4	$6.54M	Buy	+150,000	New	+$6.54M	1.77%	9