USA Financial Formulas’s Public Service Enterprise Group PEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13	Closed	-$1.07K	–	334
2025 Q1	$1.07K	Sell	13 -13,194	-100%	-$1.1M	﹤0.01%	264
2024 Q4	$1.12M	Buy	+13,207	New	+$1.17M	0.18%	56
2024 Q1	–	Sell	-212	Closed	-$13K	–	399
2023 Q4	$13K	Buy	+212	New	+$13K	﹤0.01%	246
2023 Q3	–	Sell	-7	Closed	-$438	–	535
2023 Q2	$438	Hold	7	–	–	﹤0.01%	442
2023 Q1	$437	Buy	+7	New	+$424	﹤0.01%	376
2022 Q3	$4K	Sell	64 -1,494	-96%	-$96.2K	0.01%	133
2022 Q2	$99K	Buy	1,558 +424	+37%	+$28.8K	0.12%	94
2022 Q1	$79K	Buy	1,134 +1,127	+16,100%	+$74.6K	0.08%	111
2021 Q4	$0	Hold	7	–	–	﹤0.01%	470
2021 Q3	$0	Hold	7	–	–	﹤0.01%	458
2021 Q2	$0	Hold	7	–	–	﹤0.01%	430
2021 Q1	$0	Hold	7	–	–	﹤0.01%	405
2020 Q4	$0	Hold	7	–	–	﹤0.01%	394
2020 Q3	$0	Hold	7	–	–	﹤0.01%	357
2020 Q2	$0	Hold	7	–	–	﹤0.01%	305
2020 Q1	$0	Hold	7	–	–	﹤0.01%	293
2019 Q4	$0	Hold	7	–	–	﹤0.01%	293
2019 Q3	$0	Buy	+7	New	+$418	﹤0.01%	250