Arax Advisory Partners’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 | $117K | Buy |
1,467
+350
| +31% | +$27.8K | 0.01% | 857 |
|
|
2025
Q1 | $94.3K | Sell |
1,117
-1,930
| -63% | -$163K | 0.01% | 740 |
|
|
2024
Q4 | $236K | Buy |
3,047
+2,361
| +344% | +$183K | 0.01% | 450 |
|
|
2024
Q3 | $59K | Buy |
686
+28
| +4% | +$2.41K | 0.01% | 656 |
|
|
2024
Q2 | $51.7K | Buy |
658
+396
| +151% | +$31.1K | 0.01% | 645 |
|
|
2024
Q1 | $22.7K | Sell |
262
-247
| -49% | -$21.4K | ﹤0.01% | 648 |
|
|
2023
Q4 | $40.1K | Hold |
509
| – | – | ﹤0.01% | 522 |
|
|
2023
Q3 | $36.7K | Buy |
509
+8
| +2% | +$577 | ﹤0.01% | 500 |
|
|
2023
Q2 | $38K | Buy |
501
+5
| +1% | +$379 | ﹤0.01% | 494 |
|
|
2023
Q1 | $36.9K | Hold |
496
| – | – | ﹤0.01% | 500 |
|
|
2022
Q4 | $41.6K | Buy |
496
+8
| +2% | +$672 | 0.01% | 475 |
|
|
2022
Q3 | $35K | Hold |
488
| – | – | 0.01% | 485 |
|
|
2022
Q2 | $33K | Buy |
488
+4
| +0.8% | +$270 | 0.01% | 488 |
|
|
2022
Q1 | $36K | Buy |
484
+5
| +1% | +$372 | ﹤0.01% | 500 |
|
|
2021
Q4 | $35K | Buy |
479
+4
| +0.8% | +$292 | ﹤0.01% | 506 |
|
|
2021
Q3 | $31K | Buy |
475
+4
| +0.8% | +$261 | ﹤0.01% | 511 |
|
|
2021
Q2 | $30K | Buy |
+471
| New | +$30K | ﹤0.01% | 536 |
|
|
2020
Q4 | $23K | Buy |
462
+5
| +1% | +$249 | ﹤0.01% | 490 |
|
|
2020
Q3 | $18K | Buy |
457
+7
| +2% | +$276 | ﹤0.01% | 483 |
|
|
2020
Q2 | $19K | Buy |
450
+6
| +1% | +$253 | ﹤0.01% | 477 |
|
|
2020
Q1 | $14K | Buy |
444
+8
| +2% | +$252 | ﹤0.01% | 495 |
|
|
2019
Q4 | $24K | Buy |
436
+4
| +0.9% | +$220 | 0.01% | 403 |
|
|
2019
Q3 | $25K | Buy |
432
+8
| +2% | +$463 | 0.01% | 396 |
|
|
2019
Q2 | $25K | Buy |
+424
| New | +$25K | 0.01% | 390 |
|
|
2018
Q4 | $19K | Buy |
419
+8
| +2% | +$363 | 0.01% | 374 |
|
|
2018
Q3 | $24K | Sell |
411
-8
| -2% | -$467 | 0.01% | 382 |
|
|
2018
Q2 | $22K | Buy |
419
+11
| +3% | +$578 | 0.01% | 289 |
|
|
2018
Q1 | $24K | Buy |
408
+5
| +1% | +$294 | 0.01% | 269 |
|
|
2017
Q4 | $28K | Buy |
403
+6
| +2% | +$417 | 0.01% | 257 |
|
|
2017
Q3 | $25K | Buy |
397
+2
| +0.5% | +$126 | 0.01% | 262 |
|
|
2017
Q2 | $25K | Buy |
395
+3
| +0.8% | +$190 | 0.01% | 284 |
|
|
2017
Q1 | $24K | Hold |
392
| – | – | 0.01% | 270 |
|
|
2016
Q4 | $23K | Buy |
+392
| New | +$23K | 0.01% | 255 |
|