SWM
SeaCrest Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
6,558
-55
| -0.8% | -$4.63K | 0.06% | 289 |
|
|
2025
Q1 | $544K | Sell |
6,613
-7
| -0.1% | -$576 | 0.06% | 306 |
|
|
2024
Q4 | $559K | Sell |
6,620
-542
| -8% | -$45.8K | 0.06% | 310 |
|
|
2024
Q3 | $639K | Sell |
7,162
-185
| -3% | -$16.5K | 0.07% | 288 |
|
|
2024
Q2 | $541K | Sell |
7,347
-913
| -11% | -$67.3K | 0.06% | 293 |
|
|
2024
Q1 | $552K | Sell |
8,260
-6,224
| -43% | -$416K | 0.07% | 293 |
|
|
2023
Q4 | $894K | Buy |
14,484
+26
| +0.2% | +$1.61K | 0.11% | 191 |
|
|
2023
Q3 | $823K | Buy |
14,458
+1
| +0% | +$57 | 0.11% | 201 |
|
|
2023
Q2 | $905K | Buy |
14,457
+1,689
| +13% | +$106K | 0.11% | 188 |
|
|
2023
Q1 | $797K | Buy |
12,768
+7
| +0.1% | +$437 | 0.11% | 211 |
|
|
2022
Q4 | $782K | Buy |
12,761
+515
| +4% | +$31.6K | 0.11% | 214 |
|
|
2022
Q3 | $689K | Sell |
12,246
-37,630
| -75% | -$2.12M | 0.1% | 210 |
|
|
2022
Q2 | $3.16M | Sell |
49,876
-256
| -0.5% | -$16.2K | 0.4% | 41 |
|
|
2022
Q1 | $3.51M | Sell |
50,132
-853
| -2% | -$59.7K | 0.4% | 43 |
|
|
2021
Q4 | $3.4M | Sell |
50,985
-172
| -0.3% | -$11.5K | 0.37% | 52 |
|
|
2021
Q3 | $3.12M | Sell |
51,157
-1,741
| -3% | -$106K | 0.38% | 56 |
|
|
2021
Q2 | $3.16M | Buy |
52,898
+5,986
| +13% | +$358K | 0.38% | 51 |
|
|
2021
Q1 | $2.83M | Sell |
46,912
-2,432
| -5% | -$146K | 0.37% | 55 |
|
|
2020
Q4 | $2.88M | Sell |
49,344
-10,341
| -17% | -$603K | 0.4% | 47 |
|
|
2020
Q3 | $3.28M | Buy |
59,685
+1,150
| +2% | +$63.1K | 0.53% | 37 |
|
|
2020
Q2 | $2.88M | Buy |
58,535
+4,730
| +9% | +$233K | 0.5% | 46 |
|
|
2020
Q1 | $2.42M | Buy |
53,805
+13
| +0% | +$584 | 0.52% | 43 |
|
|
2019
Q4 | $3.18M | Buy |
53,792
+794
| +1% | +$46.9K | 0.53% | 42 |
|
|
2019
Q3 | $3.29M | Buy |
52,998
+259
| +0.5% | +$16.1K | 0.62% | 35 |
|
|
2019
Q2 | $3.1M | Sell |
52,739
-2,940
| -5% | -$173K | 0.63% | 33 |
|
|
2019
Q1 | $3.31M | Buy |
55,679
+278
| +0.5% | +$16.5K | 0.57% | 34 |
|
|
2018
Q4 | $2.88M | Sell |
55,401
-2,156
| -4% | -$112K | 0.59% | 28 |
|
|
2018
Q3 | $3.04M | Sell |
57,557
-562
| -1% | -$29.7K | 0.51% | 34 |
|
|
2018
Q2 | $3.15M | Sell |
58,119
-657
| -1% | -$35.6K | 0.57% | 30 |
|
|
2018
Q1 | $2.95M | Sell |
58,776
-365
| -0.6% | -$18.3K | 0.54% | 36 |
|
|
2017
Q4 | $3.05M | Buy |
+59,141
| New | +$3.05M | 0.56% | 34 |
|