Principal Securities’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
16,854
-5,740
| -25% | -$80K | ﹤0.01% | 1169 |
|
|
2025
Q1 | $456K | Hold |
22,594
| – | – | 0.01% | 812 |
|
|
2024
Q4 | $456K | Buy |
22,594
+9,009
| +66% | +$182K | 0.01% | 809 |
|
|
2024
Q3 | $269K | Sell |
13,585
-478
| -3% | -$9.45K | 0.01% | 984 |
|
|
2024
Q2 | $246K | Buy |
14,063
+20
| +0.1% | +$349 | 0.01% | 965 |
|
|
2024
Q1 | $235K | Buy |
14,043
+248
| +2% | +$4.16K | 0.01% | 951 |
|
|
2023
Q4 | $249K | Buy |
+13,795
| New | +$249K | 0.01% | 862 |
|