Advisory Alpha’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
Q4 | – | Sell |
-2,587
| Closed | -$222K | – | 453 |
|
|
2024
Q3 | $222K | Buy |
2,587
+1
| +0% | +$86 | 0.01% | 386 |
|
|
2024
Q2 | $203K | Sell |
2,586
-156
| -6% | -$12.2K | 0.01% | 381 |
|
|
2024
Q1 | $237K | Buy |
+2,742
| New | +$237K | 0.01% | 349 |
|
|
2020
Q4 | – | Sell |
-94
| Closed | -$4K | – | 488 |
|
|
2020
Q3 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 547 |
|
|
2020
Q2 | – | Sell |
-94
| Closed | -$2.77K | – | 461 |
|
|
2020
Q1 | $2.77K | Hold |
94
| – | – | ﹤0.01% | 567 |
|
|
2019
Q4 | $5.27K | Sell |
94
-15
| -14% | -$841 | ﹤0.01% | 573 |
|
|
2019
Q3 | $5.81K | Buy |
+109
| New | +$5.81K | ﹤0.01% | 518 |
|
|
2019
Q2 | – | Sell |
-50
| Closed | -$2.8K | – | 487 |
|
|
2019
Q1 | $2.8K | Buy |
+50
| New | +$2.8K | ﹤0.01% | 524 |
|