Avantax Advisory Services’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 | $712K | Buy |
8,965
+865
| +11% | +$68.7K | ﹤0.01% | 1368 |
|
|
2025
Q1 | $683K | Buy |
8,100
+924
| +13% | +$78K | ﹤0.01% | 1320 |
|
|
2024
Q4 | $556K | Sell |
7,176
-56
| -0.8% | -$4.34K | ﹤0.01% | 1370 |
|
|
2024
Q3 | $621K | Buy |
7,232
+343
| +5% | +$29.5K | ﹤0.01% | 1279 |
|
|
2024
Q2 | $540K | Buy |
+6,889
| New | +$540K | ﹤0.01% | 1316 |
|
|
2023
Q2 | – | Sell |
-2,896
| Closed | -$215K | – | 1555 |
|
|
2023
Q1 | $215K | Buy |
2,896
+456
| +19% | +$33.9K | ﹤0.01% | 1339 |
|
|
2022
Q4 | $205K | Sell |
2,440
-696
| -22% | -$58.4K | ﹤0.01% | 1300 |
|
|
2022
Q3 | $226K | Buy |
+3,136
| New | +$226K | ﹤0.01% | 1149 |
|
|
2022
Q2 | – | Sell |
-2,998
| Closed | -$220K | – | 1370 |
|
|
2022
Q1 | $220K | Buy |
+2,998
| New | +$220K | ﹤0.01% | 1150 |
|
|
2020
Q4 | – | Sell |
-5,553
| Closed | -$221K | – | 1234 |
|
|
2020
Q3 | $221K | Buy |
+5,553
| New | +$221K | ﹤0.01% | 1182 |
|