Shepherd Financial Partners’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,826
| Closed | -$215K | – | 244 |
|
|
2025
Q1 | $215K | Buy |
4,826
+6
| +0.1% | +$268 | 0.03% | 224 |
|
|
2024
Q4 | $210K | Buy |
4,820
+5
| +0.1% | +$218 | 0.03% | 211 |
|
|
2024
Q3 | $231K | Buy |
4,815
+6
| +0.1% | +$287 | 0.03% | 205 |
|
|
2024
Q2 | $208K | Buy |
4,809
+6
| +0.1% | +$259 | 0.03% | 207 |
|
|
2024
Q1 | $202K | Buy |
4,803
+6
| +0.1% | +$252 | 0.03% | 211 |
|
|
2023
Q4 | $208K | Buy |
+4,797
| New | +$208K | 0.03% | 201 |
|