Synergy Asset Management’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 Q1	–	Sell	-114,496	Closed	-$5.1M	–	644
2024 Q4	$5.1M	Buy	114,496 +82,743	+261%	+$3.68M	0.39%	48
2024 Q3	$1.52M	Buy	+31,753	New	+$1.52M	0.23%	72