Souders 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 | $514K | Sell |
36,877
-25,346
| -41% | -$353K | 0.07% | 133 |
|
|
2025
Q1 | $1.07M | Sell |
62,223
-71,283
| -53% | -$1.22M | 0.15% | 88 |
|
|
2024
Q4 | $2.69M | Sell |
133,506
-56,736
| -30% | -$1.14M | 0.38% | 61 |
|
|
2024
Q3 | $3.76M | Buy |
190,242
+2,426
| +1% | +$48K | 0.52% | 58 |
|
|
2024
Q2 | $3.28M | Buy |
187,816
+5,966
| +3% | +$104K | 0.49% | 57 |
|
|
2024
Q1 | $3.05M | Buy |
181,850
+11,690
| +7% | +$196K | 0.48% | 60 |
|
|
2023
Q4 | $3.07M | Buy |
+170,160
| New | +$3.07M | 0.53% | 56 |
|