River Wealth Advisors’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 | $1.58M | Buy |
18,725
+14,601
| +354% | +$1.23M | 0.2% | 93 |
|
|
2025
Q1 | $339K | Sell |
4,124
-869
| -17% | -$71.5K | 0.05% | 167 |
|
|
2024
Q4 | $422K | Sell |
4,993
-8
| -0.2% | -$676 | 0.06% | 163 |
|
|
2024
Q3 | $446K | Buy |
5,001
+8
| +0.2% | +$714 | 0.06% | 152 |
|
|
2024
Q2 | $368K | Hold |
4,993
| – | – | 0.05% | 161 |
|
|
2024
Q1 | $333K | Hold |
4,993
| – | – | 0.05% | 166 |
|
|
2023
Q4 | $305K | Buy |
4,993
+1,000
| +25% | +$61.2K | 0.05% | 170 |
|
|
2023
Q3 | $227K | Hold |
3,993
| – | – | 0.04% | 192 |
|
|
2023
Q2 | $250K | Hold |
3,993
| – | – | 0.04% | 190 |
|
|
2023
Q1 | $249K | Buy |
3,993
+669
| +20% | +$41.8K | 0.05% | 189 |
|
|
2022
Q4 | $204K | Buy |
+3,324
| New | +$204K | 0.04% | 201 |
|
|
2022
Q3 | – | Sell |
-3,324
| Closed | -$210K | – | 207 |
|
|
2022
Q2 | $210K | Hold |
3,324
| – | – | 0.04% | 206 |
|
|
2022
Q1 | $233K | Sell |
3,324
-28
| -0.8% | -$1.96K | 0.04% | 213 |
|
|
2021
Q4 | $224K | Buy |
3,352
+28
| +0.8% | +$1.87K | 0.03% | 215 |
|
|
2021
Q3 | $202K | Buy |
+3,324
| New | +$202K | 0.03% | 215 |
|
|
2021
Q2 | – | Sell |
-3,324
| Closed | -$200K | – | 216 |
|
|
2021
Q1 | $200K | Buy |
+3,324
| New | +$200K | 0.04% | 207 |
|
|
2019
Q1 | – | Sell |
-850
| Closed | -$44K | – | 388 |
|
|
2018
Q4 | $44K | Hold |
850
| – | – | 0.02% | 259 |
|
|
2018
Q3 | $45K | Hold |
850
| – | – | 0.02% | 284 |
|
|
2018
Q2 | $46K | Buy |
+850
| New | +$46K | 0.02% | 279 |
|