SEI Investments’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
14,936
-1,595
| -10% | -$45.1K | ﹤0.01% | 2262 |
|
|
2025
Q1 | $469K | Sell |
16,531
-52
| -0.3% | -$1.48K | ﹤0.01% | 2171 |
|
|
2024
Q4 | $531K | Buy |
16,583
+7,136
| +76% | +$229K | ﹤0.01% | 2167 |
|
|
2024
Q3 | $259K | Hold |
9,447
| – | – | ﹤0.01% | 2401 |
|
|
2024
Q2 | $214K | Buy |
+9,447
| New | +$214K | ﹤0.01% | 2434 |
|
|
2022
Q4 | – | Sell |
-6,496
| Closed | -$219K | – | 2642 |
|
|
2022
Q3 | $219K | Sell |
6,496
-1,200
| -16% | -$40.5K | ﹤0.01% | 2418 |
|
|
2022
Q2 | $229K | Sell |
7,696
-250
| -3% | -$7.44K | ﹤0.01% | 2440 |
|
|
2022
Q1 | $276K | Buy |
7,946
+250
| +3% | +$8.68K | ﹤0.01% | 2337 |
|
|
2021
Q4 | $272K | Sell |
7,696
-4,200
| -35% | -$148K | ﹤0.01% | 2365 |
|
|
2021
Q3 | $397K | Hold |
11,896
| – | – | ﹤0.01% | 2182 |
|
|
2021
Q2 | $370K | Hold |
11,896
| – | – | ﹤0.01% | 2235 |
|
|
2021
Q1 | $367K | Sell |
11,896
-5,992
| -33% | -$185K | ﹤0.01% | 2166 |
|
|
2020
Q4 | $407K | Sell |
17,888
-1,420
| -7% | -$32.3K | ﹤0.01% | 2076 |
|
|
2020
Q3 | $293K | Sell |
19,308
-2,288
| -11% | -$34.7K | ﹤0.01% | 2104 |
|
|
2020
Q2 | $404K | Buy |
21,596
+6,800
| +46% | +$127K | ﹤0.01% | 1944 |
|
|
2020
Q1 | $266K | Hold |
14,796
| – | – | ﹤0.01% | 1992 |
|
|
2019
Q4 | $457K | Sell |
14,796
-1,800
| -11% | -$55.6K | ﹤0.01% | 1973 |
|
|
2019
Q3 | $465K | Buy |
16,596
+1,000
| +6% | +$28K | ﹤0.01% | 1927 |
|
|
2019
Q2 | $439K | Buy |
15,596
+3,600
| +30% | +$101K | ﹤0.01% | 1949 |
|
|
2019
Q1 | $315K | Buy |
+11,996
| New | +$315K | ﹤0.01% | 2103 |
|