Bartlett & Co Wealth Management’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 | $331K | Buy |
4,162
+7
| +0.2% | +$556 | ﹤0.01% | 382 |
|
|
2025
Q1 | $351K | Hold |
4,155
| – | – | 0.01% | 375 |
|
|
2024
Q4 | $322K | Hold |
4,155
| – | – | ﹤0.01% | 384 |
|
|
2024
Q3 | $357K | Hold |
4,155
| – | – | 0.01% | 374 |
|
|
2024
Q2 | $326K | Hold |
4,155
| – | – | ﹤0.01% | 382 |
|
|
2024
Q1 | $359K | Hold |
4,155
| – | – | 0.01% | 375 |
|
|
2023
Q4 | $329K | Hold |
4,155
| – | – | 0.01% | 402 |
|
|
2023
Q3 | $299K | Hold |
4,155
| – | – | 0.01% | 400 |
|
|
2023
Q2 | $315K | Buy |
4,155
+2,000
| +93% | +$152K | 0.01% | 397 |
|
|
2023
Q1 | $160K | Sell |
2,155
-133
| -6% | -$9.89K | ﹤0.01% | 405 |
|
|
2022
Q4 | $192K | Hold |
2,288
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $165K | Hold |
2,288
| – | – | ﹤0.01% | 397 |
|
|
2022
Q2 | $153K | Hold |
2,288
| – | – | ﹤0.01% | 405 |
|
|
2022
Q1 | $168K | Buy |
+2,288
| New | +$168K | ﹤0.01% | 408 |
|
|
2021
Q4 | – | Sell |
-1,924
| Closed | -$124K | – | 743 |
|
|
2021
Q3 | $124K | Sell |
1,924
-14
| -0.7% | -$902 | ﹤0.01% | 388 |
|
|
2021
Q2 | $122K | Hold |
1,938
| – | – | ﹤0.01% | 387 |
|
|
2021
Q1 | $116K | Hold |
1,938
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $96.1K | Buy |
1,938
+14
| +0.7% | +$695 | ﹤0.01% | 418 |
|
|
2020
Q3 | $77.5K | Hold |
1,924
| – | – | ﹤0.01% | 422 |
|
|
2020
Q2 | $79.9K | Hold |
1,924
| – | – | ﹤0.01% | 416 |
|
|
2020
Q1 | $60.3K | Hold |
1,924
| – | – | ﹤0.01% | 428 |
|
|
2019
Q4 | $106K | Hold |
1,924
| – | – | ﹤0.01% | 398 |
|
|
2019
Q3 | $110K | Buy |
1,924
+133
| +7% | +$7.6K | ﹤0.01% | 392 |
|
|
2019
Q2 | $104K | Hold |
1,791
| – | – | ﹤0.01% | 325 |
|
|
2019
Q1 | $89.9K | Buy |
1,791
+339
| +23% | +$17K | ﹤0.01% | 331 |
|
|
2018
Q4 | $64.1K | Buy |
+1,452
| New | +$64.1K | ﹤0.01% | 370 |
|
|
2018
Q2 | – | Sell |
-25
| Closed | -$1.52K | – | 757 |
|
|
2018
Q1 | $1.52K | Buy |
+25
| New | +$1.52K | ﹤0.01% | 701 |
|