Steward Partners Investment Advisory’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 | $237K | Sell |
5,825
-293
| -5% | -$11.9K | ﹤0.01% | 1679 |
|
|
2025
Q1 | $273K | Sell |
6,118
-396
| -6% | -$17.7K | ﹤0.01% | 1495 |
|
|
2024
Q4 | $284K | Buy |
6,514
+210
| +3% | +$9.16K | ﹤0.01% | 1438 |
|
|
2024
Q3 | $302K | Hold |
6,304
| – | – | ﹤0.01% | 1329 |
|
|
2024
Q2 | $273K | Sell |
6,304
-415
| -6% | -$17.9K | ﹤0.01% | 1314 |
|
|
2024
Q1 | $282K | Buy |
6,719
+1,009
| +18% | +$42.4K | ﹤0.01% | 1284 |
|
|
2023
Q4 | $247K | Buy |
5,710
+732
| +15% | +$31.7K | ﹤0.01% | 1299 |
|
|
2023
Q3 | $202K | Buy |
4,978
+4,478
| +896% | +$181K | ﹤0.01% | 1280 |
|
|
2023
Q2 | $23.4K | Hold |
500
| – | – | ﹤0.01% | 2212 |
|
|
2023
Q1 | $24.4K | Hold |
500
| – | – | ﹤0.01% | 2164 |
|
|
2022
Q4 | $24.5K | Hold |
500
| – | – | ﹤0.01% | 2142 |
|
|
2022
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 2190 |
|
|
2022
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 2145 |
|
|
2022
Q1 | $28K | Hold |
500
| – | – | ﹤0.01% | 2209 |
|
|
2021
Q4 | $26K | Hold |
500
| – | – | ﹤0.01% | 2216 |
|
|
2021
Q3 | $23K | Sell |
500
-42
| -8% | -$1.93K | ﹤0.01% | 2270 |
|
|
2021
Q2 | $25K | Sell |
542
-1,701
| -76% | -$78.5K | ﹤0.01% | 4725 |
|
|
2021
Q1 | $106K | Buy |
2,243
+43
| +2% | +$2.04K | ﹤0.01% | 1592 |
|
|
2020
Q4 | $94K | Sell |
2,200
-3,000
| -58% | -$128K | ﹤0.01% | 1391 |
|
|
2020
Q3 | $185K | Buy |
5,200
+2,200
| +73% | +$78.3K | ﹤0.01% | 974 |
|
|
2020
Q2 | $125K | Buy |
3,000
+2,500
| +500% | +$104K | ﹤0.01% | 1059 |
|
|
2020
Q1 | $23K | Hold |
500
| – | – | ﹤0.01% | 1559 |
|
|
2019
Q4 | $27K | Hold |
500
| – | – | ﹤0.01% | 1670 |
|
|
2019
Q3 | $28K | Hold |
500
| – | – | ﹤0.01% | 1610 |
|
|
2019
Q2 | $27K | Buy |
+500
| New | +$27K | ﹤0.01% | 1589 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$23K | – | 1780 |
|
|
2018
Q3 | $23K | Buy |
+500
| New | +$23K | ﹤0.01% | 1501 |
|