Sequoia Financial 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 | $2.03M | Buy |
24,072
+3,650
| +18% | +$307K | 0.01% | 469 |
|
|
2025
Q1 | $1.68M | Sell |
20,422
-859
| -4% | -$70.7K | 0.01% | 477 |
|
|
2024
Q4 | $1.8M | Buy |
21,281
+1,435
| +7% | +$121K | 0.02% | 429 |
|
|
2024
Q3 | $1.77M | Buy |
19,846
+575
| +3% | +$51.3K | 0.02% | 400 |
|
|
2024
Q2 | $1.42M | Buy |
19,271
+8,203
| +74% | +$605K | 0.02% | 406 |
|
|
2024
Q1 | $739K | Sell |
11,068
-2,427
| -18% | -$162K | 0.01% | 566 |
|
|
2023
Q4 | $825K | Buy |
13,495
+5,700
| +73% | +$349K | 0.01% | 587 |
|
|
2023
Q3 | $444K | Sell |
7,795
-351
| -4% | -$20K | 0.01% | 550 |
|
|
2023
Q2 | $510K | Buy |
8,146
+533
| +7% | +$33.4K | 0.01% | 515 |
|
|
2023
Q1 | $475K | Buy |
7,613
+1,524
| +25% | +$95.2K | 0.01% | 472 |
|
|
2022
Q4 | $373K | Buy |
+6,089
| New | +$373K | 0.01% | 518 |
|
|
2022
Q2 | – | Sell |
-3,062
| Closed | -$214K | – | 660 |
|
|
2022
Q1 | $214K | Buy |
+3,062
| New | +$214K | 0.01% | 606 |
|