BFG
Beacon Financial Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
2,620
-105
| -4% | -$8.34K | 0.02% | 326 |
|
|
2025
Q1 | $230K | Sell |
2,725
-1,184
| -30% | -$99.9K | 0.03% | 310 |
|
|
2024
Q4 | $303K | Sell |
3,909
-792
| -17% | -$61.3K | 0.03% | 282 |
|
|
2024
Q3 | $404K | Sell |
4,701
-320
| -6% | -$27.5K | 0.04% | 241 |
|
|
2024
Q2 | $394K | Sell |
5,021
-40
| -0.8% | -$3.14K | 0.04% | 233 |
|
|
2024
Q1 | $437K | Sell |
5,061
-51,891
| -91% | -$4.48M | 0.05% | 230 |
|
|
2023
Q4 | $4.48M | Sell |
56,952
-2,731
| -5% | -$215K | 0.55% | 52 |
|
|
2023
Q3 | $4.64M | Sell |
59,683
-413
| -0.7% | -$32.1K | 0.66% | 45 |
|
|
2023
Q2 | $4.54M | Sell |
60,096
-456
| -0.8% | -$34.5K | 0.62% | 55 |
|
|
2023
Q1 | $4.5M | Sell |
60,552
-2,771
| -4% | -$206K | 0.63% | 56 |
|
|
2022
Q4 | $5.31M | Sell |
63,323
-1,130
| -2% | -$94.8K | 0.73% | 40 |
|
|
2022
Q3 | $4.6M | Sell |
64,453
-525
| -0.8% | -$37.5K | 0.72% | 43 |
|
|
2022
Q2 | $4.41M | Sell |
64,978
-68
| -0.1% | -$4.61K | 0.66% | 54 |
|
|
2022
Q1 | $4.85M | Sell |
65,046
-348
| -0.5% | -$25.9K | 0.65% | 50 |
|
|
2021
Q4 | $4.79M | Sell |
65,394
-722
| -1% | -$52.9K | 0.62% | 49 |
|
|
2021
Q3 | $4.32M | Buy |
66,116
+570
| +0.9% | +$37.3K | 0.58% | 55 |
|
|
2021
Q2 | $4.04M | Sell |
65,546
-837
| -1% | -$51.5K | 0.57% | 60 |
|
|
2021
Q1 | $3.57M | Hold |
66,383
| – | – | 0.56% | 59 |
|
|
2020
Q4 | $3.57M | Sell |
66,383
-1,165
| -2% | -$62.7K | 0.56% | 59 |
|
|
2020
Q3 | $2.72M | Sell |
67,548
-1,630
| -2% | -$65.6K | 0.49% | 60 |
|
|
2020
Q2 | $2.79M | Buy |
69,178
+7,388
| +12% | +$298K | 0.54% | 60 |
|
|
2020
Q1 | $2.05M | Sell |
61,790
-1,534
| -2% | -$50.9K | 0.45% | 64 |
|
|
2019
Q4 | $3.48M | Buy |
63,324
+177
| +0.3% | +$9.74K | 0.44% | 58 |
|
|
2019
Q3 | $3.62M | Sell |
63,147
-522
| -0.8% | -$29.9K | 0.62% | 52 |
|
|
2019
Q2 | $3.69M | Sell |
63,669
-1
| -0% | -$58 | 0.63% | 52 |
|
|
2019
Q1 | $3.2K | Sell |
63,670
-495
| -0.8% | -$25 | 0.52% | 59 |
|
|
2018
Q4 | $2.8M | Buy |
64,165
+446
| +0.7% | +$19.4K | 0.52% | 58 |
|
|
2018
Q3 | $3.73M | Sell |
63,719
-2,057
| -3% | -$121K | 0.63% | 48 |
|
|
2018
Q2 | $3.48M | Buy |
65,776
+129
| +0.2% | +$6.83K | 0.59% | 55 |
|
|
2018
Q1 | $4M | Sell |
65,647
-3,192
| -5% | -$194K | 0.68% | 47 |
|
|
2017
Q4 | $4.86M | Sell |
68,839
-61,886
| -47% | -$4.37M | 0.85% | 44 |
|
|
2017
Q3 | $8.41M | Sell |
130,725
-573
| -0.4% | -$36.9K | 1.52% | 25 |
|
|
2017
Q2 | $8.47M | Buy |
131,298
+664
| +0.5% | +$42.9K | 1.61% | 21 |
|
|
2017
Q1 | $8.24M | Sell |
130,634
-986
| -0.7% | -$62.2K | 1.58% | 23 |
|
|
2016
Q4 | $7.62M | Sell |
131,620
-1,168
| -0.9% | -$67.6K | 1.55% | 24 |
|
|
2016
Q3 | $6.71M | Buy |
+132,788
| New | +$6.71M | 1.41% | 26 |
|
|
2015
Q4 | – | Sell |
-11,262
| Closed | -$527K | – | 171 |
|
|
2015
Q3 | $527K | Buy |
11,262
+3,829
| +52% | +$179K | 0.13% | 100 |
|
|
2015
Q2 | $377K | Buy |
7,433
+1,199
| +19% | +$60.8K | 0.08% | 131 |
|
|
2015
Q1 | $320K | Buy |
6,234
+1,555
| +33% | +$79.8K | 0.07% | 138 |
|
|
2014
Q4 | $247K | Sell |
4,679
-150
| -3% | -$7.92K | 0.05% | 160 |
|
|
2014
Q3 | $255K | Buy |
+4,829
| New | +$255K | 0.06% | 170 |
|