Annapolis Financial Services’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
Q1 | – | Sell |
-379
| Closed | -$29.8K | – | 432 |
|
|
2023
Q4 | $29.8K | Hold |
379
| – | – | 0.01% | 245 |
|
|
2023
Q3 | $27.3K | Hold |
379
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $28.7K | Hold |
379
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $28.2K | Hold |
379
| – | – | 0.01% | 219 |
|
|
2022
Q4 | $31.8K | Hold |
379
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $27K | Hold |
379
| – | – | 0.01% | 224 |
|
|
2022
Q2 | $25K | Hold |
379
| – | – | 0.01% | 229 |
|
|
2022
Q1 | $28K | Hold |
379
| – | – | 0.01% | 232 |
|
|
2021
Q4 | $27K | Hold |
379
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $24K | Hold |
379
| – | – | 0.01% | 227 |
|
|
2021
Q2 | $24K | Hold |
379
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $23K | Hold |
379
| – | – | 0.01% | 200 |
|
|
2020
Q4 | $19K | Buy |
+379
| New | +$19K | 0.01% | 201 |
|