United Capital Financial Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
19,339
-2,048
| -10% | -$28.5K | ﹤0.01% | 949 |
|
|
2025
Q1 | $367K | Sell |
21,387
-11,475
| -35% | -$197K | ﹤0.01% | 825 |
|
|
2024
Q4 | $663K | Buy |
32,862
+28
| +0.1% | +$565 | 0.01% | 649 |
|
|
2024
Q3 | $649K | Buy |
32,834
+2,499
| +8% | +$49.4K | 0.01% | 657 |
|
|
2024
Q2 | $530K | Buy |
30,335
+3,930
| +15% | +$68.6K | ﹤0.01% | 693 |
|
|
2024
Q1 | $443K | Sell |
26,405
-3,786
| -13% | -$63.5K | ﹤0.01% | 759 |
|
|
2023
Q4 | $544K | Buy |
+30,191
| New | +$544K | ﹤0.01% | 703 |
|
|
2018
Q4 | – | Sell |
-12,348
| Closed | -$568K | – | 1351 |
|
|
2018
Q3 | $568K | Sell |
12,348
-857
| -6% | -$39.4K | ﹤0.01% | 936 |
|
|
2018
Q2 | $562K | Buy |
13,205
+1,279
| +11% | +$54.4K | ﹤0.01% | 919 |
|
|
2018
Q1 | $524K | Buy |
11,926
+3,609
| +43% | +$159K | ﹤0.01% | 945 |
|
|
2017
Q4 | $373K | Sell |
8,317
-4,543
| -35% | -$204K | ﹤0.01% | 1044 |
|
|
2017
Q3 | $876K | Buy |
12,860
+1,204
| +10% | +$82K | 0.01% | 808 |
|
|
2017
Q2 | $774K | Sell |
11,656
-291
| -2% | -$19.3K | 0.01% | 830 |
|
|
2017
Q1 | $793K | Buy |
11,947
+18
| +0.2% | +$1.2K | 0.01% | 807 |
|
|
2016
Q4 | $725K | Buy |
11,929
+1,137
| +11% | +$69.1K | 0.01% | 828 |
|
|
2016
Q3 | $660K | Sell |
10,792
-523
| -5% | -$32K | 0.01% | 887 |
|
|
2016
Q2 | $724K | Sell |
11,315
-1,473
| -12% | -$94.3K | 0.01% | 824 |
|
|
2016
Q1 | $764K | Buy |
12,788
+3,928
| +44% | +$235K | 0.01% | 767 |
|
|
2015
Q4 | $471K | Sell |
8,860
-1,532
| -15% | -$81.4K | 0.01% | 901 |
|
|
2015
Q3 | $549K | Buy |
10,392
+1,190
| +13% | +$62.9K | 0.01% | 867 |
|
|
2015
Q2 | $452K | Buy |
9,202
+1,176
| +15% | +$57.8K | 0.01% | 955 |
|
|
2015
Q1 | $425K | Buy |
8,026
+1,375
| +21% | +$72.8K | 0.01% | 962 |
|
|
2014
Q4 | $354K | Buy |
6,651
+1,342
| +25% | +$71.4K | 0.01% | 921 |
|
|
2014
Q3 | $239K | Buy |
+5,309
| New | +$239K | ﹤0.01% | 986 |
|
|
2014
Q1 | – | Sell |
-5,141
| Closed | -$207K | – | 935 |
|
|
2013
Q4 | $207K | Sell |
5,141
-941
| -15% | -$37.9K | 0.01% | 594 |
|
|
2013
Q3 | $249K | Buy |
6,082
+583
| +11% | +$23.9K | 0.01% | 592 |
|
|
2013
Q2 | $251K | Buy |
+5,499
| New | +$251K | 0.01% | 627 |
|