Allworth 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 | $659K | Buy |
8,299
+362
| +5% | +$28.8K | ﹤0.01% | 751 |
|
|
2025
Q1 | $595K | Buy |
7,937
+71
| +0.9% | +$5.33K | ﹤0.01% | 643 |
|
|
2024
Q4 | $642K | Buy |
7,866
+397
| +5% | +$32.4K | ﹤0.01% | 626 |
|
|
2024
Q3 | $642K | Sell |
7,469
-691
| -8% | -$59.4K | ﹤0.01% | 525 |
|
|
2024
Q2 | $691K | Buy |
8,160
+87
| +1% | +$7.37K | ﹤0.01% | 499 |
|
|
2024
Q1 | $697K | Sell |
8,073
-165
| -2% | -$14.2K | ﹤0.01% | 475 |
|
|
2023
Q4 | $648K | Sell |
8,238
-188
| -2% | -$14.8K | 0.01% | 465 |
|
|
2023
Q3 | $607K | Buy |
8,426
+16
| +0.2% | +$1.15K | 0.01% | 445 |
|
|
2023
Q2 | $638K | Sell |
8,410
-110
| -1% | -$8.34K | 0.01% | 448 |
|
|
2023
Q1 | $633K | Buy |
8,520
+1,166
| +16% | +$86.7K | 0.01% | 417 |
|
|
2022
Q4 | $617K | Buy |
7,354
+30
| +0.4% | +$2.52K | 0.01% | 411 |
|
|
2022
Q3 | $528K | Buy |
7,324
+1,470
| +25% | +$106K | 0.01% | 412 |
|
|
2022
Q2 | $391K | Sell |
5,854
-369
| -6% | -$24.6K | 0.01% | 440 |
|
|
2022
Q1 | $456K | Buy |
6,223
+1,870
| +43% | +$137K | 0.01% | 409 |
|
|
2021
Q4 | $315K | Buy |
4,353
+166
| +4% | +$12K | ﹤0.01% | 444 |
|
|
2021
Q3 | $270K | Sell |
4,187
-420
| -9% | -$27.1K | ﹤0.01% | 416 |
|
|
2021
Q2 | $291K | Buy |
4,607
+5
| +0.1% | +$316 | 0.01% | 320 |
|
|
2021
Q1 | $276K | Buy |
4,602
+1,305
| +40% | +$78.3K | 0.01% | 310 |
|
|
2020
Q4 | $164K | Buy |
3,297
+710
| +27% | +$35.3K | ﹤0.01% | 305 |
|
|
2020
Q3 | $104K | Buy |
2,587
+401
| +18% | +$16.1K | ﹤0.01% | 322 |
|
|
2020
Q2 | $91K | Sell |
2,186
-1,293
| -37% | -$53.8K | ﹤0.01% | 325 |
|
|
2020
Q1 | $109K | Buy |
3,479
+1,309
| +60% | +$41K | ﹤0.01% | 302 |
|
|
2019
Q4 | $119K | Buy |
2,170
+1,087
| +100% | +$59.6K | ﹤0.01% | 256 |
|
|
2019
Q3 | $62K | Buy |
1,083
+5
| +0.5% | +$286 | ﹤0.01% | 292 |
|
|
2019
Q2 | $62K | Buy |
1,078
+5
| +0.5% | +$288 | ﹤0.01% | 287 |
|
|
2019
Q1 | $54K | Buy |
1,073
+5
| +0.5% | +$252 | ﹤0.01% | 299 |
|
|
2018
Q4 | $47K | Hold |
1,068
| – | – | ﹤0.01% | 288 |
|
|
2018
Q3 | $63K | Hold |
1,068
| – | – | ﹤0.01% | 263 |
|
|
2018
Q2 | $57K | Hold |
1,068
| – | – | ﹤0.01% | 268 |
|
|
2018
Q1 | $65K | Buy |
1,068
+192
| +22% | +$11.7K | 0.01% | 217 |
|
|
2017
Q4 | $62K | Hold |
876
| – | – | ﹤0.01% | 218 |
|
|
2017
Q3 | $56K | Hold |
876
| – | – | ﹤0.01% | 226 |
|
|
2017
Q2 | $56K | Hold |
876
| – | – | ﹤0.01% | 236 |
|
|
2017
Q1 | $55K | Hold |
876
| – | – | 0.01% | 220 |
|
|
2016
Q4 | $51K | Hold |
876
| – | – | 0.01% | 213 |
|
|
2016
Q3 | $45K | Hold |
876
| – | – | ﹤0.01% | 228 |
|
|
2016
Q2 | $36K | Buy |
876
+495
| +130% | +$20.3K | ﹤0.01% | 240 |
|
|
2016
Q1 | $15K | Buy |
381
+1
| +0.3% | +$39 | ﹤0.01% | 346 |
|
|
2015
Q4 | $17K | Buy |
380
+1
| +0.3% | +$45 | ﹤0.01% | 327 |
|
|
2015
Q3 | $18K | Buy |
379
+1
| +0.3% | +$47 | 0.01% | 319 |
|
|
2015
Q2 | $19K | Buy |
378
+1
| +0.3% | +$50 | 0.01% | 310 |
|
|
2015
Q1 | $19K | Buy |
+377
| New | +$19K | 0.01% | 308 |
|