RBA
Richard Bernstein Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Hold |
313,242
| – | – | 0.11% | 81 |
|
|
2025
Q1 | $5.38M | Sell |
313,242
-16,468
| -5% | -$283K | 0.13% | 53 |
|
|
2024
Q4 | $6.65M | Buy |
+329,710
| New | +$6.65M | 0.15% | 47 |
|
|
2024
Q3 | – | Sell |
-179,060
| Closed | -$3.13M | – | 234 |
|
|
2024
Q2 | $3.13M | Hold |
179,060
| – | – | 0.07% | 140 |
|
|
2024
Q1 | $3M | Buy |
+179,060
| New | +$3M | 0.06% | 164 |
|