Sowell Financial Services’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 | $671K | Buy |
16,525
+143
| +0.9% | +$5.81K | 0.03% | 529 |
|
|
2025
Q1 | $731K | Buy |
+16,382
| New | +$731K | 0.03% | 484 |
|
|
2021
Q2 | – | Sell |
-125
| Closed | -$6K | – | 2134 |
|
|
2021
Q1 | $6K | Sell |
125
-92
| -42% | -$4.42K | ﹤0.01% | 2543 |
|
|
2020
Q4 | $9K | Buy |
217
+92
| +74% | +$3.82K | ﹤0.01% | 2077 |
|
|
2020
Q3 | $4K | Hold |
125
| – | – | ﹤0.01% | 2071 |
|
|
2020
Q2 | $5K | Sell |
125
-10
| -7% | -$400 | ﹤0.01% | 1909 |
|
|
2020
Q1 | $6K | Sell |
135
-24
| -15% | -$1.07K | ﹤0.01% | 1774 |
|
|
2019
Q4 | $9K | Sell |
159
-29
| -15% | -$1.64K | ﹤0.01% | 1725 |
|
|
2019
Q3 | $11K | Buy |
+188
| New | +$11K | ﹤0.01% | 1506 |
|