Avior Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,047
| Closed | -$81.1K | – | 1871 |
|
|
2024
Q4 | $81.1K | Sell |
1,047
-5
| -0.5% | -$421 | ﹤0.01% | 964 |
|
|
2024
Q3 | $90.4K | Buy |
1,052
+110
| +12% | +$8.88K | ﹤0.01% | 917 |
|
|
2024
Q2 | $73.9K | Sell |
942
-55
| -6% | -$4.47K | ﹤0.01% | 965 |
|
|
2024
Q1 | $86.1K | Buy |
997
+110
| +12% | +$8.83K | ﹤0.01% | 1025 |
|
|
2023
Q4 | $69.8K | Hold |
887
| – | – | ﹤0.01% | 680 |
|
|
2023
Q3 | $63.9K | Buy |
887
+417
| +89% | +$32.4K | ﹤0.01% | 714 |
|
|
2023
Q2 | $35.6K | Hold |
470
| – | – | ﹤0.01% | 836 |
|
|
2023
Q1 | $34.9K | Buy |
470
+206
| +78% | +$17.5K | ﹤0.01% | 850 |
|
|
2022
Q4 | $22.2K | Buy |
264
+1
| +0.4% | +$86 | ﹤0.01% | 742 |
|
|
2022
Q3 | $18K | Buy |
263
+1
| +0.4% | +$72 | ﹤0.01% | 758 |
|
|
2022
Q2 | $17K | Buy |
262
+2
| +0.8% | +$141 | ﹤0.01% | 694 |
|
|
2022
Q1 | $19K | Buy |
260
+1
| +0.4% | +$72 | ﹤0.01% | 724 |
|
|
2021
Q4 | $18K | Sell |
259
-242
| -48% | -$16.9K | ﹤0.01% | 728 |
|
|
2021
Q3 | $32K | Buy |
501
+283
| +130% | +$18.2K | ﹤0.01% | 603 |
|
|
2021
Q2 | $13K | Buy |
218
+2
| +0.9% | +$128 | ﹤0.01% | 713 |
|
|
2021
Q1 | $12K | Buy |
216
+102
| +89% | +$5.68K | ﹤0.01% | 733 |
|
|
2020
Q4 | $5K | Buy |
114
+1
| +0.9% | +$46 | ﹤0.01% | 793 |
|
|
2020
Q3 | $4K | Buy |
113
+2
| +2% | +$85 | ﹤0.01% | 773 |
|
|
2020
Q2 | $4K | Sell |
111
-128
| -54% | -$4.67K | ﹤0.01% | 738 |
|
|
2020
Q1 | $7K | Hold |
239
| – | – | ﹤0.01% | 613 |
|
|
2019
Q4 | $13K | Sell |
239
-239
| -50% | -$13.1K | ﹤0.01% | 578 |
|
|
2019
Q3 | $27K | Hold |
478
| – | – | ﹤0.01% | 504 |
|
|
2019
Q2 | $28K | Hold |
478
| – | – | 0.01% | 496 |
|
|
2019
Q1 | $23K | Hold |
478
| – | – | ﹤0.01% | 476 |
|
|
2018
Q4 | $21K | Hold |
478
| – | – | 0.01% | 517 |
|
|
2018
Q3 | $28K | Hold |
478
| – | – | 0.01% | 523 |
|
|
2018
Q2 | $25K | Sell |
478
-15
| -3% | -$872 | 0.01% | 524 |
|
|
2018
Q1 | $30K | Hold |
493
| – | – | 0.01% | 518 |
|
|
2017
Q4 | $35K | Buy |
493
+15
| +3% | +$1.03K | 0.01% | 505 |
|
|
2017
Q3 | $31K | Sell |
478
-107
| -18% | -$6.88K | 0.01% | 248 |
|
|
2017
Q2 | $37K | Buy |
+585
| New | +$37.1K | 0.02% | 213 |
|
|
2016
Q3 | – | Sell |
-105
| Closed | -$4K | – | 487 |
|
|
2016
Q2 | $4K | Sell |
105
-100
| -49% | -$4.22K | ﹤0.01% | 392 |
|
|
2016
Q1 | $8K | Buy |
205
+100
| +95% | +$3.85K | ﹤0.01% | 358 |
|
|
2015
Q4 | $5K | Sell |
105
-105
| -50% | -$5.13K | ﹤0.01% | 365 |
|
|
2015
Q3 | $10K | Sell |
210
-169
| -45% | -$8.76K | 0.01% | 282 |
|
|
2015
Q2 | $19K | Buy |
379
+169
| +80% | +$8.77K | 0.01% | 209 |
|
|
2015
Q1 | $11K | Hold |
210
| – | – | 0.01% | 248 |
|
|
2014
Q4 | $11K | Hold |
210
| – | – | 0.01% | 224 |
|
|
2014
Q3 | $11K | Hold |
210
| – | – | 0.01% | 226 |
|
|
2014
Q2 | $11K | Buy |
+210
| New | +$9.89K | 0.01% | 235 |
|
Other funds holding PFG
NLI
