Avantax Planning 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 | $2.86M | Hold |
35,998
| – | – | 0.09% | 114 |
|
|
2025
Q1 | $3.04M | Sell |
35,998
-112
| -0.3% | -$9.45K | 0.11% | 109 |
|
|
2024
Q4 | $2.8M | Buy |
36,110
+1,523
| +4% | +$118K | 0.1% | 110 |
|
|
2024
Q3 | $2.97M | Buy |
34,587
+1
| +0% | +$86 | 0.11% | 106 |
|
|
2024
Q2 | $2.71M | Buy |
34,586
+2
| +0% | +$157 | 0.09% | 126 |
|
|
2024
Q1 | $2.98M | Buy |
34,584
+503
| +1% | +$43.4K | 0.1% | 121 |
|
|
2023
Q4 | $2.68M | Sell |
34,081
-795
| -2% | -$62.5K | 0.1% | 97 |
|
|
2023
Q3 | $2.51M | Buy |
34,876
+830
| +2% | +$59.8K | 0.11% | 96 |
|
|
2023
Q2 | $2.58M | Hold |
34,046
| – | – | 0.1% | 93 |
|
|
2023
Q1 | $2.53M | Buy |
34,046
+159
| +0.5% | +$11.8K | 0.1% | 91 |
|
|
2022
Q4 | $2.84M | Sell |
33,887
-716
| -2% | -$60.1K | 0.11% | 86 |
|
|
2022
Q3 | $2.5M | Sell |
34,603
-1,920
| -5% | -$139K | 0.11% | 89 |
|
|
2022
Q2 | $2.44M | Sell |
36,523
-31
| -0.1% | -$2.07K | 0.1% | 90 |
|
|
2022
Q1 | $2.68M | Sell |
36,554
-766
| -2% | -$56.2K | 0.11% | 86 |
|
|
2021
Q4 | $2.7M | Sell |
37,320
-259
| -0.7% | -$18.7K | 0.11% | 81 |
|
|
2021
Q3 | $2.42M | Buy |
37,579
+1,901
| +5% | +$122K | 0.11% | 76 |
|
|
2021
Q2 | $2.25M | Sell |
35,678
-1,236
| -3% | -$78.1K | 0.11% | 81 |
|
|
2021
Q1 | $2.21M | Buy |
+36,914
| New | +$2.21M | 0.11% | 76 |
|
|
2019
Q4 | – | Sell |
-8,147
| Closed | -$466K | – | 313 |
|
|
2019
Q3 | $466K | Sell |
8,147
-204
| -2% | -$11.7K | 0.03% | 175 |
|
|
2019
Q2 | $486K | Buy |
8,351
+115
| +1% | +$6.69K | 0.03% | 174 |
|
|
2019
Q1 | $413K | Buy |
+8,236
| New | +$413K | 0.03% | 188 |
|
|
2018
Q4 | – | Sell |
-2,594
| Closed | -$152K | – | 940 |
|
|
2018
Q3 | $152K | Buy |
+2,594
| New | +$152K | 0.01% | 273 |
|
|
2018
Q2 | – | Sell |
-2,285
| Closed | -$139K | – | 1116 |
|
|
2018
Q1 | $139K | Buy |
+2,285
| New | +$139K | 0.01% | 347 |
|
|
2017
Q4 | – | Sell |
-3,519
| Closed | -$226K | – | 341 |
|
|
2017
Q3 | $226K | Buy |
+3,519
| New | +$226K | 0.02% | 339 |
|