Archford Capital Strategies’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,381
| Closed | -$532K | – | 278 |
|
|
2023
Q3 | $532K | Buy |
7,381
+135
| +2% | +$9.73K | 0.11% | 190 |
|
|
2023
Q2 | $607K | Buy |
7,246
+94
| +1% | +$7.87K | 0.12% | 187 |
|
|
2023
Q1 | $523K | Buy |
7,152
+239
| +3% | +$17.5K | 0.11% | 196 |
|
|
2022
Q4 | $580K | Buy |
6,913
+672
| +11% | +$56.4K | 0.13% | 175 |
|
|
2022
Q3 | $450K | Buy |
6,241
+178
| +3% | +$12.8K | 0.12% | 190 |
|
|
2022
Q2 | $405K | Buy |
6,063
+1,774
| +41% | +$119K | 0.1% | 200 |
|
|
2022
Q1 | $319K | Buy |
4,289
+401
| +10% | +$29.8K | 0.07% | 228 |
|
|
2021
Q4 | $281K | Buy |
3,888
+26
| +0.7% | +$1.88K | 0.06% | 254 |
|
|
2021
Q3 | $249K | Sell |
3,862
-28
| -0.7% | -$1.81K | 0.06% | 278 |
|
|
2021
Q2 | $246K | Buy |
3,890
+597
| +18% | +$37.8K | 0.06% | 267 |
|
|
2021
Q1 | $208K | Sell |
3,293
-15,205
| -82% | -$960K | 0.06% | 260 |
|
|
2020
Q4 | $959K | Buy |
18,498
+41
| +0.2% | +$2.13K | 0.22% | 134 |
|
|
2020
Q3 | $743K | Buy |
18,457
+344
| +2% | +$13.8K | 0.2% | 144 |
|
|
2020
Q2 | $752K | Buy |
18,113
+37
| +0.2% | +$1.54K | 0.22% | 134 |
|
|
2020
Q1 | $566K | Buy |
18,076
+219
| +1% | +$6.86K | 0.22% | 134 |
|
|
2019
Q4 | $982K | Buy |
17,857
+382
| +2% | +$21K | 0.34% | 91 |
|
|
2019
Q3 | $999K | Buy |
17,475
+20
| +0.1% | +$1.14K | 0.37% | 85 |
|
|
2019
Q2 | $1.01M | Buy |
17,455
+94
| +0.5% | +$5.45K | 0.37% | 82 |
|
|
2019
Q1 | $871K | Sell |
17,361
-220
| -1% | -$11K | 0.32% | 93 |
|
|
2018
Q4 | $777K | Sell |
17,581
-45
| -0.3% | -$1.99K | 0.31% | 87 |
|
|
2018
Q3 | $1.03M | Sell |
17,626
-409
| -2% | -$24K | 0.38% | 75 |
|
|
2018
Q2 | $955K | Sell |
18,035
-263
| -1% | -$13.9K | 0.34% | 84 |
|
|
2018
Q1 | $1.29M | Buy |
18,298
+1,305
| +8% | +$92.1K | 0.54% | 59 |
|
|
2017
Q4 | $1.2M | Sell |
16,993
-2,091
| -11% | -$148K | 0.45% | 69 |
|
|
2017
Q3 | $1.23M | Buy |
19,084
+1,245
| +7% | +$80.1K | 0.46% | 76 |
|
|
2017
Q2 | $1.14M | Buy |
17,839
+16,345
| +1,094% | +$1.05M | 0.45% | 77 |
|
|
2017
Q1 | $94K | Sell |
1,494
-17,913
| -92% | -$1.13M | 0.04% | 244 |
|
|
2016
Q4 | $1.12M | Buy |
19,407
+32
| +0.2% | +$1.85K | 0.47% | 70 |
|
|
2016
Q3 | $997K | Buy |
19,375
+201
| +1% | +$10.3K | 0.41% | 83 |
|
|
2016
Q2 | $788K | Buy |
19,174
+2,600
| +16% | +$107K | 0.41% | 78 |
|
|
2016
Q1 | $654K | Buy |
16,574
+3,432
| +26% | +$135K | 0.31% | 116 |
|
|
2015
Q4 | $695K | Buy |
+13,142
| New | +$695K | 0.32% | 112 |
|
|
2015
Q1 | – | Sell |
-57
| Closed | -$3K | – | 774 |
|
|
2014
Q4 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 452 |
|
|
2014
Q3 | – | Sell |
-226
| Closed | -$11.4K | – | 797 |
|
|
2014
Q2 | $11.4K | Hold |
226
| – | – | 0.01% | 379 |
|
|
2014
Q1 | $10.4K | Buy |
+226
| New | +$10.4K | 0.01% | 415 |
|