Bell Investment Advisors’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 | $28.4K | Hold |
358
| – | – | ﹤0.01% | 336 |
|
|
2025
Q1 | $30.2K | Hold |
358
| – | – | 0.01% | 296 |
|
|
2024
Q4 | $27.7K | Sell |
358
-84
| -19% | -$6.5K | 0.01% | 313 |
|
|
2024
Q3 | $38K | Sell |
442
-7
| -2% | -$601 | 0.01% | 268 |
|
|
2024
Q2 | $35.2K | Hold |
449
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $38.8K | Hold |
449
| – | – | 0.01% | 250 |
|
|
2023
Q4 | $35.3K | Buy |
449
+7
| +2% | +$551 | 0.01% | 237 |
|
|
2023
Q3 | $31.9K | Buy |
442
+24
| +6% | +$1.73K | 0.01% | 233 |
|
|
2023
Q2 | $31.7K | Buy |
418
+9
| +2% | +$683 | 0.01% | 225 |
|
|
2023
Q1 | $30.4K | Sell |
409
-13
| -3% | -$966 | 0.01% | 230 |
|
|
2022
Q4 | $35.4K | Buy |
422
+12
| +3% | +$1.01K | 0.01% | 212 |
|
|
2022
Q3 | $30K | Buy |
410
+5
| +1% | +$366 | 0.01% | 194 |
|
|
2022
Q2 | $27K | Buy |
+405
| New | +$27K | 0.01% | 218 |
|
|
2021
Q4 | $33K | Buy |
454
+7
| +2% | +$509 | 0.01% | 209 |
|
|
2021
Q3 | $29K | Buy |
+447
| New | +$29K | 0.01% | 220 |
|