Buckingham Strategic Wealth’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $427K | Sell |
5,440
-118
| -2% | -$9.26K | ﹤0.01% | 505 |
|
|
2024
Q1 | $480K | Buy |
5,558
+648
| +13% | +$55.9K | 0.01% | 468 |
|
|
2023
Q4 | $386K | Sell |
4,910
-979
| -17% | -$77K | ﹤0.01% | 505 |
|
|
2023
Q3 | $424K | Buy |
5,889
+451
| +8% | +$32.5K | 0.01% | 456 |
|
|
2023
Q2 | $412K | Sell |
5,438
-211
| -4% | -$16K | 0.01% | 468 |
|
|
2023
Q1 | $474K | Hold |
5,649
| – | – | 0.01% | 389 |
|
|
2022
Q4 | $474K | Sell |
5,649
-240
| -4% | -$20.1K | 0.01% | 391 |
|
|
2022
Q3 | $425K | Buy |
5,889
+60
| +1% | +$4.33K | 0.01% | 398 |
|
|
2022
Q2 | $389K | Sell |
5,829
-389
| -6% | -$26K | 0.01% | 421 |
|
|
2022
Q1 | $456K | Buy |
6,218
+609
| +11% | +$44.7K | 0.01% | 384 |
|
|
2021
Q4 | $406K | Buy |
5,609
+347
| +7% | +$25.1K | 0.01% | 407 |
|
|
2021
Q3 | $339K | Buy |
5,262
+1,377
| +35% | +$88.7K | 0.01% | 439 |
|
|
2021
Q2 | $245K | Buy |
+3,885
| New | +$245K | 0.01% | 508 |
|