Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $354K | Buy |
|
|||||
|
2024
Q1 | $375K | Buy |
|
|||||
|
2023
Q4 | $336K | Buy |
|
|||||
|
2023
Q3 | $26K | Sell |
|
|||||
|
2023
Q2 | $59K | Sell |
|
|||||
|
2023
Q1 | $89K | Sell |
|
|||||
|
2022
Q4 | $109K | Buy |
|
|||||
|
2022
Q3 | $87K | Buy |
|
|||||
|
2022
Q2 | $39K | Hold |
|
|||||
|
2022
Q1 | $43K | Sell |
|
|||||
|
2021
Q4 | $812K | Sell |
|
|||||
|
2021
Q3 | $983K | Sell |
|
|||||
|
2021
Q2 | $971K | Buy |
|
|||||
|
2021
Q1 | $908K | Sell |
|
|||||
|
2020
Q4 | $806K | Buy |
|
|||||
|
2020
Q3 | $4K | Hold |
|
|||||
|
2020
Q2 | $4K | Hold |
|
|||||
|
2020
Q1 | $3K | Hold |
|
|||||
|
2019
Q4 | $6K | Hold |
|
|||||
|
2019
Q3 | $6K | Sell |
|
|||||
|
2019
Q2 | $9K | Sell |
|
|||||
|
2019
Q1 | $22K | Buy |
|
|||||
|
2018
Q4 | $4K | Sell |
|
|||||
|
2018
Q3 | $40K | Hold |
|
|||||
|
2018
Q2 | $37K | Buy |
|
|||||
|
2018
Q1 | $41K | Buy |
|
|||||
|
2017
Q4 | $7K | Hold |
|
|||||
|
2017
Q3 | $6K | Hold |
|
|||||
|
2017
Q2 | $6K | Hold |
|
|||||
|
2017
Q1 | $6K | Hold |
|
|||||
|
2016
Q4 | $6K | Hold |
|
|||||
|
2016
Q3 | $5K | Hold |
|
|||||
|
2016
Q2 | $4K | Hold |
|
|||||
|
2016
Q1 | $4K | Sell |
|
|||||
|
2015
Q4 | $9K | Buy |
|
|||||
|
2015
Q3 | $5K | Hold |
|
|||||
|
2015
Q2 | $5K | Hold |
|
|||||
|
2015
Q1 | $5K | Hold |
|
|||||
|
2014
Q4 | $5K | Sell |
|
|||||
|
2014
Q3 | $10K | Buy |
|
|||||
|
2014
Q2 | $5K | Hold |
|
|||||
|
2014
Q1 | $5K | Hold |
|
|||||
|
2013
Q4 | $5K | Hold |
|
|||||
|
2013
Q3 | $4K | Hold |
|
|||||
|
2013
Q2 | $4K | Buy |
|