Sheaff Brock Investment 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
Q1 | $239K | Sell |
2,907
-1,088
| -27% | -$89.5K | 0.02% | 365 |
|
2024
Q4 | $338K | Sell |
3,995
-953
| -19% | -$80.5K | 0.03% | 312 |
|
2024
Q3 | $441K | Hold |
4,948
| – | – | 0.04% | 269 |
|
2024
Q2 | $365K | Hold |
4,948
| – | – | 0.03% | 297 |
|
2024
Q1 | $330K | Hold |
4,948
| – | – | 0.02% | 332 |
|
2023
Q4 | $303K | Buy |
4,948
+400
| +9% | +$24.5K | 0.02% | 340 |
|
2023
Q3 | $259K | Hold |
4,548
| – | – | 0.02% | 352 |
|
2023
Q2 | $285K | Hold |
4,548
| – | – | 0.02% | 354 |
|
2023
Q1 | $284K | Hold |
4,548
| – | – | 0.03% | 348 |
|
2022
Q4 | $279K | Sell |
4,548
-100
| -2% | -$6.13K | 0.03% | 352 |
|
2022
Q3 | $261K | Sell |
4,648
-100
| -2% | -$5.62K | 0.03% | 354 |
|
2022
Q2 | $300K | Buy |
4,748
+200
| +4% | +$12.6K | 0.03% | 332 |
|
2022
Q1 | $318K | Hold |
4,548
| – | – | 0.02% | 353 |
|
2021
Q4 | $304K | Hold |
4,548
| – | – | 0.02% | 371 |
|
2021
Q3 | $277K | Hold |
4,548
| – | – | 0.02% | 394 |
|
2021
Q2 | $272K | Hold |
4,548
| – | – | 0.02% | 384 |
|
2021
Q1 | $274K | Hold |
4,548
| – | – | 0.02% | 363 |
|
2020
Q4 | $265K | Hold |
4,548
| – | – | 0.02% | 354 |
|
2020
Q3 | $250K | Buy |
4,548
+400
| +10% | +$22K | 0.02% | 337 |
|
2020
Q2 | $204K | Buy |
+4,148
| New | +$204K | 0.02% | 374 |
|
2017
Q4 | – | Sell |
-4,524
| Closed | -$209K | – | 560 |
|
2017
Q3 | $209K | Sell |
4,524
-1,106
| -20% | -$51.1K | 0.03% | 475 |
|
2017
Q2 | $242K | Buy |
+5,630
| New | +$242K | 0.03% | 450 |
|
2016
Q4 | – | Sell |
-6,797
| Closed | -$285K | – | 637 |
|
2016
Q3 | $285K | Buy |
+6,797
| New | +$285K | 0.04% | 371 |
|