Transamerica Financial Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $189 | Hold |
3
| – | – | ﹤0.01% | 501 |
|
|
2025
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 527 |
|
|
2024
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 522 |
|
|
2024
Q3 | $1K | Sell |
3
-288
| -99% | -$96K | ﹤0.01% | 526 |
|
|
2024
Q2 | $22K | Hold |
291
| – | – | ﹤0.01% | 295 |
|
|
2024
Q1 | $20K | Sell |
291
-1,077
| -79% | -$74K | ﹤0.01% | 329 |
|
|
2023
Q4 | $84K | Sell |
1,368
-397
| -22% | -$24.4K | 0.01% | 281 |
|
|
2023
Q3 | $101K | Sell |
1,765
-233
| -12% | -$13.3K | 0.01% | 250 |
|
|
2023
Q2 | $126K | Sell |
1,998
-24
| -1% | -$1.51K | 0.02% | 241 |
|
|
2023
Q1 | $127K | Sell |
2,022
-2,456
| -55% | -$154K | 0.02% | 249 |
|
|
2022
Q4 | $275K | Buy |
4,478
+1
| +0% | +$61 | 0.04% | 203 |
|
|
2022
Q3 | $252K | Buy |
4,477
+5
| +0.1% | +$281 | 0.04% | 204 |
|
|
2022
Q2 | $283K | Buy |
+4,472
| New | +$283K | 0.04% | 201 |
|
|
2019
Q3 | – | Sell |
-4,918
| Closed | -$290K | – | 402 |
|
|
2019
Q2 | $290K | Buy |
+4,918
| New | +$290K | 0.06% | 145 |
|
|
2019
Q1 | – | Sell |
-5,195
| Closed | -$271K | – | 357 |
|
|
2018
Q4 | $271K | Sell |
5,195
-1,636
| -24% | -$85.3K | 0.07% | 140 |
|
|
2018
Q3 | $361K | Sell |
6,831
-381
| -5% | -$20.1K | 0.08% | 151 |
|
|
2018
Q2 | $391K | Sell |
7,212
-748
| -9% | -$40.6K | 0.09% | 138 |
|
|
2018
Q1 | $400K | Buy |
+7,960
| New | +$400K | 0.06% | 177 |
|
|
2014
Q4 | – | Sell |
-13,431
| Closed | -$501K | – | 754 |
|
|
2014
Q3 | $501K | Sell |
13,431
-908
| -6% | -$33.9K | 0.05% | 158 |
|
|
2014
Q2 | $579K | Buy |
14,339
+643
| +5% | +$26K | 0.05% | 163 |
|
|
2014
Q1 | $523K | Buy |
+13,696
| New | +$523K | 0.05% | 154 |
|