9258 Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $323K | Hold |
3,765
| – | – | 0.05% | 265 |
|
|
2024
Q2 | $295K | Sell |
3,765
-18
| -0.5% | -$1.41K | 0.05% | 272 |
|
|
2024
Q1 | $327K | Hold |
3,783
| – | – | 0.05% | 259 |
|
|
2023
Q4 | $298K | Hold |
3,783
| – | – | 0.05% | 258 |
|
|
2023
Q3 | $273K | Sell |
3,783
-100
| -3% | -$7.21K | 0.05% | 262 |
|
|
2023
Q2 | $294K | Buy |
3,883
+18
| +0.5% | +$1.37K | 0.06% | 254 |
|
|
2023
Q1 | $287K | Hold |
3,865
| – | – | 0.06% | 255 |
|
|
2022
Q4 | $324K | Hold |
3,865
| – | – | 0.07% | 236 |
|
|
2022
Q3 | $279K | Hold |
3,865
| – | – | 0.07% | 252 |
|
|
2022
Q2 | $258K | Hold |
3,865
| – | – | 0.07% | 280 |
|
|
2022
Q1 | $284K | Hold |
3,865
| – | – | 0.07% | 291 |
|
|
2021
Q4 | $280K | Hold |
3,865
| – | – | 0.06% | 300 |
|
|
2021
Q3 | $249K | Hold |
3,865
| – | – | 0.07% | 295 |
|
|
2021
Q2 | $244K | Hold |
3,865
| – | – | 0.07% | 298 |
|
|
2021
Q1 | $232K | Buy |
+3,865
| New | +$232K | 0.07% | 284 |
|
|
2020
Q1 | – | Sell |
-3,965
| Closed | -$218K | – | 303 |
|
|
2019
Q4 | $218K | Buy |
+3,965
| New | +$218K | 0.08% | 264 |
|