Atlas Capital Advisors’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 | $16.5K | Sell |
208
-1,610
| -89% | -$128K | ﹤0.01% | 728 |
|
|
2025
Q1 | $153K | Hold |
1,818
| – | – | 0.02% | 450 |
|
|
2024
Q4 | $141K | Hold |
1,818
| – | – | 0.02% | 450 |
|
|
2024
Q3 | $156K | Sell |
1,818
-68
| -4% | -$5.84K | 0.02% | 415 |
|
|
2024
Q2 | $148K | Hold |
1,886
| – | – | 0.02% | 437 |
|
|
2024
Q1 | $163K | Hold |
1,886
| – | – | 0.03% | 404 |
|
|
2023
Q4 | $148K | Sell |
1,886
-594
| -24% | -$46.7K | 0.02% | 428 |
|
|
2023
Q3 | $179K | Sell |
2,480
-55
| -2% | -$3.96K | 0.03% | 368 |
|
|
2023
Q2 | $192K | Sell |
2,535
-392
| -13% | -$29.7K | 0.03% | 370 |
|
|
2023
Q1 | $218K | Sell |
2,927
-193
| -6% | -$14.3K | 0.03% | 342 |
|
|
2022
Q4 | $262K | Hold |
3,120
| – | – | 0.04% | 292 |
|
|
2022
Q3 | $225K | Buy |
3,120
+2,912
| +1,400% | +$210K | 0.04% | 325 |
|
|
2022
Q2 | $13.9K | Hold |
208
| – | – | ﹤0.01% | 721 |
|
|
2022
Q1 | $15.3K | Hold |
208
| – | – | ﹤0.01% | 660 |
|
|
2021
Q4 | $15K | Hold |
208
| – | – | ﹤0.01% | 670 |
|
|
2021
Q3 | $13.4K | Hold |
208
| – | – | ﹤0.01% | 683 |
|
|
2021
Q2 | $13.1K | Hold |
208
| – | – | ﹤0.01% | 703 |
|
|
2021
Q1 | $12.5K | Hold |
208
| – | – | ﹤0.01% | 648 |
|
|
2020
Q4 | $10.3K | Buy |
+208
| New | +$10.3K | ﹤0.01% | 588 |
|