Advisory Services Network’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 | – | Sell |
-3,211
| Closed | -$271K | – | 1829 |
|
|
2025
Q1 | $271K | Sell |
3,211
-357
| -10% | -$30.1K | 0.01% | 1362 |
|
|
2024
Q4 | $276K | Buy |
3,568
+868
| +32% | +$67.2K | 0.01% | 1335 |
|
|
2024
Q3 | $212K | Hold |
2,700
| – | – | ﹤0.01% | 1372 |
|
|
2024
Q2 | $212K | Sell |
2,700
-57
| -2% | -$4.47K | ﹤0.01% | 1372 |
|
|
2024
Q1 | $238K | Sell |
2,757
-371
| -12% | -$32K | 0.01% | 1256 |
|
|
2023
Q4 | $246K | Sell |
3,128
-2,422
| -44% | -$191K | 0.01% | 1176 |
|
|
2023
Q3 | $400K | Buy |
5,550
+2,278
| +70% | +$164K | 0.01% | 1013 |
|
|
2023
Q2 | $248K | Sell |
3,272
-3,048
| -48% | -$231K | 0.01% | 1197 |
|
|
2023
Q1 | $470K | Buy |
6,320
+3,202
| +103% | +$238K | 0.01% | 939 |
|
|
2022
Q4 | $262K | Sell |
3,118
-657
| -17% | -$55.1K | 0.01% | 1144 |
|
|
2022
Q3 | $273K | Buy |
3,775
+70
| +2% | +$5.06K | 0.01% | 1057 |
|
|
2022
Q2 | $247K | Sell |
3,705
-873
| -19% | -$58.2K | 0.01% | 1163 |
|
|
2022
Q1 | $336K | Buy |
4,578
+75
| +2% | +$5.51K | 0.01% | 1092 |
|
|
2021
Q4 | $326K | Buy |
4,503
+1,033
| +30% | +$74.8K | 0.01% | 1074 |
|
|
2021
Q3 | $224K | Sell |
3,470
-871
| -20% | -$56.2K | 0.01% | 1225 |
|
|
2021
Q2 | $274K | Buy |
+4,341
| New | +$274K | 0.01% | 1130 |
|
|
2021
Q1 | – | Sell |
-3,050
| Closed | -$151K | – | 2654 |
|
|
2020
Q4 | $151K | Sell |
3,050
-1,037
| -25% | -$51.3K | 0.01% | 1159 |
|
|
2020
Q3 | $165K | Buy |
+4,087
| New | +$165K | 0.01% | 1043 |
|
|
2020
Q2 | – | Sell |
-1,691
| Closed | -$53K | – | 2270 |
|
|
2020
Q1 | $53K | Buy |
1,691
+569
| +51% | +$17.8K | ﹤0.01% | 1359 |
|
|
2019
Q4 | $62K | Sell |
1,122
-3,092
| -73% | -$171K | ﹤0.01% | 1398 |
|
|
2019
Q3 | $244K | Hold |
4,214
| – | – | 0.01% | 768 |
|
|
2019
Q2 | $244K | Buy |
4,214
+2,897
| +220% | +$168K | 0.02% | 766 |
|
|
2019
Q1 | $66K | Sell |
1,317
-105
| -7% | -$5.26K | ﹤0.01% | 1139 |
|
|
2018
Q4 | $63K | Sell |
1,422
-9,879
| -87% | -$438K | 0.01% | 1057 |
|
|
2018
Q3 | $662K | Buy |
11,301
+217
| +2% | +$12.7K | 0.05% | 454 |
|
|
2018
Q2 | $615K | Sell |
11,084
-5,890
| -35% | -$327K | 0.05% | 463 |
|
|
2018
Q1 | $1.03M | Buy |
16,974
+500
| +3% | +$30.5K | 0.08% | 330 |
|
|
2017
Q4 | $1.16M | Buy |
16,474
+4,225
| +34% | +$298K | 0.1% | 276 |
|
|
2017
Q3 | $788K | Buy |
12,249
+786
| +7% | +$50.6K | 0.09% | 286 |
|
|
2017
Q2 | $734K | Buy |
11,463
+2,635
| +30% | +$169K | 0.1% | 292 |
|
|
2017
Q1 | $557K | Buy |
+8,828
| New | +$557K | 0.08% | 320 |
|
|
2016
Q3 | – | Sell |
-53
| Closed | -$2K | – | 2057 |
|
|
2016
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 1668 |
|
|
2016
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1499 |
|
|
2015
Q1 | – | Sell |
-256
| Closed | -$12K | – | 1334 |
|
|
2014
Q4 | $12K | Buy |
+256
| New | +$12K | ﹤0.01% | 708 |
|