Umpqua Bank’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 | $770K | Buy |
9,437
+1,711
| +22% | +$140K | 0.23% | 93 |
|
|
2025
Q1 | $636K | Buy |
7,726
+343
| +5% | +$28.2K | 0.22% | 95 |
|
|
2024
Q4 | $628K | Buy |
7,383
+52
| +0.7% | +$4.42K | 0.22% | 94 |
|
|
2024
Q3 | $654K | Buy |
7,331
+323
| +5% | +$28.8K | 0.24% | 92 |
|
|
2024
Q2 | $516K | Sell |
7,008
-103
| -1% | -$7.59K | 0.2% | 99 |
|
|
2024
Q1 | $475K | Buy |
+7,111
| New | +$475K | 0.19% | 101 |
|