Prestige Wealth Management Group’s Portland General Electric POR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.29K	Hold	43	–	–	﹤0.01%	710
2025 Q4	$2.09K	Hold	43	–	–	﹤0.01%	750
2025 Q3	$1.92K	Hold	43	–	–	﹤0.01%	757
2025 Q2	$1.77K	Hold	43	–	–	﹤0.01%	762
2025 Q1	$1.94K	Hold	43	–	–	﹤0.01%	745
2024 Q4	$1.9K	Hold	43	–	–	﹤0.01%	788
2024 Q3	$2.08K	Hold	43	–	–	﹤0.01%	757
2024 Q2	$1.88K	Hold	43	–	–	﹤0.01%	731
2024 Q1	$1.83K	Hold	43	–	–	﹤0.01%	769
2023 Q4	$1.89K	Hold	43	–	–	﹤0.01%	758
2023 Q3	$1.76K	Hold	43	–	–	﹤0.01%	761
2023 Q2	$2.04K	Hold	43	–	–	﹤0.01%	754
2023 Q1	$2.12K	Sell	43 -47	-52%	-$2.25K	﹤0.01%	735
2022 Q4	$4.45K	Buy	90 +47	+109%	+$2.18K	﹤0.01%	644
2022 Q3	$2K	Hold	43	–	–	﹤0.01%	767
2022 Q2	$2K	Hold	43	–	–	﹤0.01%	779
2022 Q1	$2K	Hold	43	–	–	﹤0.01%	799
2021 Q4	$2K	Hold	43	–	–	﹤0.01%	824
2021 Q3	$2K	Hold	43	–	–	﹤0.01%	815
2021 Q2	$2K	Hold	43	–	–	﹤0.01%	815
2021 Q1	$2K	Sell	43 -18	-30%	-$786	﹤0.01%	811
2020 Q4	$3K	Sell	61 -11	-15%	-$448	﹤0.01%	702
2020 Q3	$3K	Hold	72	–	–	﹤0.01%	634
2020 Q2	$3K	Hold	72	–	–	﹤0.01%	628
2020 Q1	$3K	Buy	+72	New	+$4.03K	﹤0.01%	587
2019 Q1	–	Sell	-116	Closed	-$5K	–	965
2018 Q4	$5K	Buy	+116	New	+$5.43K	﹤0.01%	603