Sequoia Financial Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $814K | Buy |
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|
2024
Q3 | $685K | Sell |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $746K | Buy |
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|
2023
Q3 | $421K | Buy |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $365K | Buy |
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