SYM Financial Corp’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	$237K	Buy	17,015 +6,477	+61%	+$90.3K	0.03%	267
2025 Q1	$181K	Sell	10,538 -1,218	-10%	-$20.9K	0.02%	270
2024 Q4	$237K	Buy	11,756 +1,345	+13%	+$27.1K	0.03%	198
2024 Q3	$206K	Buy	+10,411	New	+$206K	0.03%	176