United Capital Financial Advisors’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 | $483K | Buy |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $367K | Sell |
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|
2024
Q4 | $663K | Buy |
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|
2024
Q3 | $649K | Buy |
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|
2024
Q2 | $530K | Buy |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $544K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $568K | Sell |
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|
2018
Q2 | $562K | Buy |
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|
2018
Q1 | $524K | Buy |
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|
2017
Q4 | $373K | Sell |
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|
2017
Q3 | $876K | Buy |
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|
2017
Q2 | $774K | Sell |
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|
2017
Q1 | $793K | Buy |
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|
2016
Q4 | $725K | Buy |
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|
2016
Q3 | $660K | Sell |
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|
2016
Q2 | $724K | Sell |
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|
2016
Q1 | $764K | Buy |
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|
2015
Q4 | $471K | Sell |
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|
2015
Q3 | $549K | Buy |
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|
2015
Q2 | $452K | Buy |
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|
2015
Q1 | $425K | Buy |
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|
2014
Q4 | $354K | Buy |
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|
2014
Q3 | $239K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $207K | Sell |
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|
2013
Q3 | $249K | Buy |
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|
2013
Q2 | $251K | Buy |
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