Ausdal Financial 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 | $764K | Sell |
9,621
-54
| -0.6% | -$4.29K | 0.05% | 315 |
|
|
2025
Q1 | $816K | Sell |
9,675
-78
| -0.8% | -$6.58K | 0.06% | 278 |
|
|
2024
Q4 | $755K | Sell |
9,753
-126
| -1% | -$9.75K | 0.07% | 252 |
|
|
2024
Q3 | $849K | Sell |
9,879
-205
| -2% | -$17.6K | 0.09% | 216 |
|
|
2024
Q2 | $791K | Sell |
10,084
-9
| -0.1% | -$706 | 0.08% | 210 |
|
|
2024
Q1 | $871K | Sell |
10,093
-33
| -0.3% | -$2.85K | 0.1% | 188 |
|
|
2023
Q4 | $797K | Sell |
10,126
-19
| -0.2% | -$1.5K | 0.1% | 183 |
|
|
2023
Q3 | $731K | Sell |
10,145
-73
| -0.7% | -$5.26K | 0.1% | 188 |
|
|
2023
Q2 | $775K | Buy |
10,218
+58
| +0.6% | +$4.4K | 0.11% | 184 |
|
|
2023
Q1 | $755K | Buy |
10,160
+259
| +3% | +$19.2K | 0.1% | 194 |
|
|
2022
Q4 | $831K | Buy |
9,901
+70
| +0.7% | +$5.87K | 0.12% | 176 |
|
|
2022
Q3 | $709K | Sell |
9,831
-192
| -2% | -$13.8K | 0.11% | 196 |
|
|
2022
Q2 | $669K | Sell |
10,023
-400
| -4% | -$26.7K | 0.1% | 223 |
|
|
2022
Q1 | $765K | Hold |
10,423
| – | – | 0.1% | 206 |
|
|
2021
Q4 | $754K | Hold |
10,423
| – | – | 0.1% | 219 |
|
|
2021
Q3 | $671K | Sell |
10,423
-317
| -3% | -$20.4K | 0.1% | 230 |
|
|
2021
Q2 | $679K | Buy |
10,740
+2
| +0% | +$126 | 0.1% | 222 |
|
|
2021
Q1 | $644K | Buy |
10,738
+3
| +0% | +$180 | 0.11% | 212 |
|
|
2020
Q4 | $533K | Buy |
10,735
+2,501
| +30% | +$124K | 0.1% | 213 |
|
|
2020
Q3 | $332K | Buy |
8,234
+863
| +12% | +$34.8K | 0.08% | 239 |
|
|
2020
Q2 | $306K | Buy |
7,371
+3
| +0% | +$125 | 0.1% | 201 |
|
|
2020
Q1 | $219K | Buy |
7,368
+4
| +0.1% | +$119 | 0.08% | 236 |
|
|
2019
Q4 | $401K | Buy |
7,364
+3
| +0% | +$163 | 0.12% | 209 |
|
|
2019
Q3 | $421K | Buy |
7,361
+2
| +0% | +$114 | 0.15% | 180 |
|
|
2019
Q2 | $437K | Sell |
7,359
-498
| -6% | -$29.6K | 0.17% | 165 |
|
|
2019
Q1 | $394K | Buy |
7,857
+2
| +0% | +$100 | 0.16% | 160 |
|
|
2018
Q4 | $347K | Buy |
+7,855
| New | +$347K | 0.17% | 150 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$4K | – | 794 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1130 |
|