Beacon Pointe Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,572
| Closed | -$307K | – | 1239 |
|
|
2024
Q3 | $307K | Sell |
3,572
-833
| -19% | -$71.5K | ﹤0.01% | 1002 |
|
|
2024
Q2 | $346K | Sell |
4,405
-62
| -1% | -$4.86K | ﹤0.01% | 996 |
|
|
2024
Q1 | $386K | Sell |
4,467
-84
| -2% | -$7.25K | ﹤0.01% | 999 |
|
|
2023
Q4 | $358K | Sell |
4,551
-376
| -8% | -$29.6K | ﹤0.01% | 1002 |
|
|
2023
Q3 | $355K | Sell |
4,927
-669
| -12% | -$48.2K | ﹤0.01% | 985 |
|
|
2023
Q2 | $424K | Sell |
5,596
-12
| -0.2% | -$910 | 0.01% | 762 |
|
|
2023
Q1 | $417K | Sell |
5,608
-535
| -9% | -$39.8K | 0.01% | 818 |
|
|
2022
Q4 | $515K | Buy |
6,143
+101
| +2% | +$8.48K | 0.01% | 672 |
|
|
2022
Q3 | $435K | Buy |
6,042
+286
| +5% | +$20.6K | 0.01% | 683 |
|
|
2022
Q2 | $387K | Sell |
5,756
-716
| -11% | -$48.1K | 0.01% | 737 |
|
|
2022
Q1 | $475K | Buy |
6,472
+2,735
| +73% | +$201K | 0.01% | 817 |
|
|
2021
Q4 | $270K | Sell |
3,737
-811
| -18% | -$58.6K | 0.01% | 775 |
|
|
2021
Q3 | $293K | Buy |
4,548
+600
| +15% | +$38.7K | 0.01% | 717 |
|
|
2021
Q2 | $249K | Buy |
+3,948
| New | +$249K | 0.01% | 720 |
|