Advisornet Financial’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.6K | Buy |
625
+304
| +95% | +$24.1K | ﹤0.01% | 983 |
|
|
2025
Q1 | $27.1K | Buy |
321
+1
| +0.3% | +$84 | ﹤0.01% | 1094 |
|
|
2024
Q4 | $24.8K | Sell |
320
-743
| -70% | -$57.5K | ﹤0.01% | 1055 |
|
|
2024
Q3 | $91.3K | Buy |
1,063
+160
| +18% | +$13.7K | 0.01% | 729 |
|
|
2024
Q2 | $70.8K | Sell |
903
-3
| -0.3% | -$235 | 0.01% | 719 |
|
|
2024
Q1 | $78.2K | Sell |
906
-463
| -34% | -$40K | 0.01% | 697 |
|
|
2023
Q4 | $108K | Sell |
1,369
-9
| -0.7% | -$708 | 0.01% | 623 |
|
|
2023
Q3 | $99.3K | Buy |
1,378
+57
| +4% | +$4.11K | 0.01% | 619 |
|
|
2023
Q2 | $100K | Buy |
1,321
+21
| +2% | +$1.59K | 0.01% | 652 |
|
|
2023
Q1 | $96.6K | Sell |
1,300
-49
| -4% | -$3.64K | 0.01% | 634 |
|
|
2022
Q4 | $113K | Buy |
1,349
+67
| +5% | +$5.62K | 0.01% | 592 |
|
|
2022
Q3 | $92K | Buy |
1,282
+50
| +4% | +$3.59K | 0.01% | 670 |
|
|
2022
Q2 | $82K | Sell |
1,232
-531
| -30% | -$35.3K | 0.01% | 725 |
|
|
2022
Q1 | $129K | Buy |
1,763
+185
| +12% | +$13.5K | 0.01% | 661 |
|
|
2021
Q4 | $114K | Buy |
1,578
+201
| +15% | +$14.5K | 0.01% | 754 |
|
|
2021
Q3 | $89K | Buy |
1,377
+4
| +0.3% | +$259 | 0.01% | 830 |
|
|
2021
Q2 | $87K | Sell |
1,373
-326
| -19% | -$20.7K | 0.01% | 814 |
|
|
2021
Q1 | $102K | Sell |
1,699
-302
| -15% | -$18.1K | 0.01% | 738 |
|
|
2020
Q4 | $99K | Buy |
2,001
+214
| +12% | +$10.6K | 0.01% | 692 |
|
|
2020
Q3 | $72K | Sell |
1,787
-233
| -12% | -$9.39K | 0.01% | 751 |
|
|
2020
Q2 | $84K | Buy |
2,020
+108
| +6% | +$4.49K | 0.01% | 718 |
|
|
2020
Q1 | $60K | Buy |
1,912
+260
| +16% | +$8.16K | 0.01% | 738 |
|
|
2019
Q4 | $91K | Sell |
1,652
-373
| -18% | -$20.5K | 0.01% | 708 |
|
|
2019
Q3 | $116K | Buy |
2,025
+421
| +26% | +$24.1K | 0.01% | 634 |
|
|
2019
Q2 | $93K | Buy |
1,604
+1,069
| +200% | +$62K | 0.01% | 631 |
|
|
2019
Q1 | $27K | Buy |
535
+58
| +12% | +$2.93K | ﹤0.01% | 920 |
|
|
2018
Q4 | $21K | Buy |
477
+68
| +17% | +$2.99K | ﹤0.01% | 918 |
|
|
2018
Q3 | $24K | Hold |
409
| – | – | ﹤0.01% | 915 |
|
|
2018
Q2 | $22K | Hold |
409
| – | – | ﹤0.01% | 926 |
|
|
2018
Q1 | $25K | Buy |
409
+292
| +250% | +$17.8K | ﹤0.01% | 884 |
|
|
2017
Q4 | $8K | Buy |
+117
| New | +$8K | ﹤0.01% | 1042 |
|