Sowell Financial Services’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 | $370K | Buy |
4,391
+769
| +21% | +$64.7K | 0.02% | 706 |
|
2025
Q1 | $298K | Buy |
+3,622
| New | +$298K | 0.01% | 770 |
|
2021
Q2 | – | Sell |
-4,840
| Closed | -$303K | – | 2080 |
|
2021
Q1 | $303K | Buy |
4,840
+2,615
| +118% | +$164K | 0.01% | 842 |
|
2020
Q4 | $130K | Buy |
2,225
+542
| +32% | +$31.7K | 0.01% | 1054 |
|
2020
Q3 | $92K | Sell |
1,683
-3,818
| -69% | -$209K | ﹤0.01% | 997 |
|
2020
Q2 | $270K | Buy |
5,501
+3,974
| +260% | +$195K | 0.01% | 629 |
|
2020
Q1 | $69K | Sell |
1,527
-812
| -35% | -$36.7K | 0.01% | 946 |
|
2019
Q4 | $138K | Sell |
2,339
-970
| -29% | -$57.2K | 0.01% | 821 |
|
2019
Q3 | $205K | Buy |
+3,309
| New | +$205K | 0.02% | 635 |
|
2017
Q1 | – | Sell |
-2,141
| Closed | -$93K | – | 498 |
|
2016
Q4 | $93K | Buy |
+2,141
| New | +$93K | 0.03% | 277 |
|