Archford Capital Strategies’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $607K | Buy |
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|
2023
Q1 | $523K | Buy |
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|
2022
Q4 | $580K | Buy |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $249K | Sell |
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|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | $208K | Sell |
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|
2020
Q4 | $959K | Buy |
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|
2020
Q3 | $743K | Buy |
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|
2020
Q2 | $752K | Buy |
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|
2020
Q1 | $566K | Buy |
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|
2019
Q4 | $982K | Buy |
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|
2019
Q3 | $999K | Buy |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $871K | Sell |
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|
2018
Q4 | $777K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $955K | Sell |
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|
2018
Q1 | $1.29M | Buy |
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|
2017
Q4 | $1.2M | Sell |
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|
2017
Q3 | $1.23M | Buy |
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|
2017
Q2 | $1.14M | Buy |
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|
2017
Q1 | $94K | Sell |
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|
2016
Q4 | $1.12M | Buy |
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|
2016
Q3 | $997K | Buy |
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|
2016
Q2 | $788K | Buy |
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|
2016
Q1 | $654K | Buy |
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|
2015
Q4 | $695K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $11.4K | Hold |
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|
2014
Q1 | $10.4K | Buy |
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