Tompkins Financial’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.52K | Hold |
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|
2025
Q2 | $4.18K | Hold |
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|
2025
Q1 | $5.15K | Hold |
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|
2024
Q4 | $6.05K | Hold |
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|
2024
Q3 | $5.93K | Hold |
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|
2024
Q2 | $5.24K | Hold |
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|
2024
Q1 | $5.03K | Hold |
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|
2023
Q4 | $5.41K | Hold |
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|
2023
Q3 | $4.84K | Hold |
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|
2023
Q2 | $5.18K | Hold |
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|
2023
Q1 | $4.85K | Hold |
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|
2022
Q4 | $5K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $8K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $7K | Hold |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $7K | Hold |
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|
2015
Q4 | $6K | Hold |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $6K | Hold |
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|
2015
Q1 | $6K | Hold |
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|
2014
Q4 | $6K | Hold |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $6K | Sell |
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|
2014
Q1 | $26K | Hold |
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|
2013
Q4 | $24K | Sell |
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|
2013
Q3 | $28K | Sell |
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|
2013
Q2 | $58K | Buy |
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