Anchor Investment Management’s Principal Financial Group PFG Stock Holding History

Anchor Investment Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$32.9K	Hold	414	–	–	﹤0.01%	640
2025 Q1	$34.9K	Sell	414 -100	-19%	-$8.44K	﹤0.01%	617
2024 Q4	$39.8K	Hold	514	–	–	﹤0.01%	601
2024 Q3	$44.2K	Hold	514	–	–	﹤0.01%	586
2024 Q2	$40.3K	Hold	514	–	–	﹤0.01%	546
2024 Q1	$44.4K	Hold	514	–	–	﹤0.01%	554
2023 Q4	$40.4K	Hold	514	–	–	﹤0.01%	552
2023 Q3	$37K	Hold	514	–	–	﹤0.01%	551
2023 Q2	$39K	Hold	514	–	–	0.01%	545
2023 Q1	$38.2K	Hold	514	–	–	0.01%	568
2022 Q4	$43.1K	Hold	514	–	–	0.01%	541
2022 Q3	$37.1K	Hold	514	–	–	0.01%	552
2022 Q2	$34.3K	Hold	514	–	–	0.01%	584
2022 Q1	$37.7K	Hold	514	–	–	﹤0.01%	588
2021 Q4	$37.2K	Hold	514	–	–	﹤0.01%	603
2021 Q3	$33.1K	Buy	514 +150	+41%	+$9.66K	﹤0.01%	571
2021 Q2	$23K	Hold	364	–	–	﹤0.01%	642
2021 Q1	$21.8K	Hold	364	–	–	﹤0.01%	619
2020 Q4	$18.1K	Hold	364	–	–	﹤0.01%	609
2020 Q3	$14.7K	Hold	364	–	–	﹤0.01%	599
2020 Q2	$15.1K	Hold	364	–	–	﹤0.01%	584
2020 Q1	$11.4K	Buy	364 +14	+4%	+$439	﹤0.01%	612
2019 Q4	$19.3K	Sell	350 -150	-30%	-$8.25K	﹤0.01%	571
2019 Q3	$28.6K	Hold	500	–	–	0.01%	518
2019 Q2	$29K	Hold	500	–	–	0.01%	521
2019 Q1	$25.1K	Sell	500 -145	-22%	-$7.28K	0.01%	532
2018 Q4	$28.5K	Hold	645	–	–	0.01%	506
2018 Q3	$37.8K	Hold	645	–	–	0.01%	509
2018 Q2	$34.2K	Hold	645	–	–	0.01%	531
2018 Q1	$39.3K	Hold	645	–	–	0.01%	511
2017 Q4	$45.5K	Buy	645 +150	+30%	+$10.6K	0.01%	479
2017 Q3	$31.8K	Buy	495 +395	+395%	+$25.4K	0.01%	505
2017 Q2	$6.41K	Sell	100 -2,860	-97%	-$183K	﹤0.01%	609
2017 Q1	$187K	Hold	2,960	–	–	0.06%	241
2016 Q4	$171K	Hold	2,960	–	–	0.06%	240
2016 Q3	$152K	Hold	2,960	–	–	0.06%	247
2016 Q2	$122K	Sell	2,960 -1,380	-32%	-$56.7K	0.05%	268
2016 Q1	$171K	Buy	+4,340	New	+$171K	0.07%	227