AG
Ascent Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Sell |
10,926
-580
| -5% | -$46.1K | 0.03% | 361 |
|
|
2025
Q1 | $971K | Buy |
11,506
+598
| +5% | +$50.5K | 0.04% | 329 |
|
|
2024
Q4 | $844K | Buy |
10,908
+70
| +0.6% | +$5.42K | 0.06% | 300 |
|
|
2024
Q3 | $931K | Sell |
10,838
-851
| -7% | -$73.1K | 0.07% | 291 |
|
|
2024
Q2 | $917K | Sell |
11,689
-1,965
| -14% | -$154K | 0.07% | 275 |
|
|
2024
Q1 | $1.18M | Buy |
13,654
+347
| +3% | +$30K | 0.1% | 258 |
|
|
2023
Q4 | $1.05M | Sell |
13,307
-1,281
| -9% | -$101K | 0.1% | 251 |
|
|
2023
Q3 | $1.01M | Sell |
14,588
-13,614
| -48% | -$938K | 0.11% | 227 |
|
|
2023
Q2 | $2.23M | Buy |
28,202
+2,164
| +8% | +$171K | 0.25% | 120 |
|
|
2023
Q1 | $1.94M | Buy |
26,038
+2,977
| +13% | +$221K | 0.21% | 146 |
|
|
2022
Q4 | $1.94M | Buy |
23,061
+1,707
| +8% | +$143K | 0.23% | 139 |
|
|
2022
Q3 | $1.88M | Buy |
21,354
+2,959
| +16% | +$261K | 0.23% | 134 |
|
|
2022
Q2 | $1.23M | Buy |
18,395
+1,595
| +9% | +$107K | 0.15% | 192 |
|
|
2022
Q1 | $1.23M | Buy |
+16,800
| New | +$1.23M | 0.14% | 201 |
|