Sequoia Financial Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
34,347
-4,094
| -11% | -$57.1K | ﹤0.01% | 1009 |
|
|
2025
Q1 | $660K | Sell |
38,441
-1,891
| -5% | -$32.5K | 0.01% | 753 |
|
|
2024
Q4 | $814K | Buy |
40,332
+5,703
| +16% | +$115K | 0.01% | 647 |
|
|
2024
Q3 | $685K | Sell |
34,629
-329
| -0.9% | -$6.5K | 0.01% | 651 |
|
|
2024
Q2 | $610K | Buy |
34,958
+2,711
| +8% | +$47.3K | 0.01% | 622 |
|
|
2024
Q1 | $540K | Sell |
32,247
-9,128
| -22% | -$153K | 0.01% | 661 |
|
|
2023
Q4 | $746K | Buy |
41,375
+15,296
| +59% | +$276K | 0.01% | 617 |
|
|
2023
Q3 | $421K | Buy |
26,079
+268
| +1% | +$4.32K | 0.01% | 562 |
|
|
2023
Q2 | $446K | Buy |
25,811
+426
| +2% | +$7.36K | 0.01% | 555 |
|
|
2023
Q1 | $410K | Buy |
25,385
+2,940
| +13% | +$47.5K | 0.01% | 527 |
|
|
2022
Q4 | $365K | Buy |
+22,445
| New | +$365K | 0.01% | 524 |
|