Cambridge Investment Research 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 | $6.88M | Buy |
86,555
+1,669
| +2% | +$133K | 0.02% | 699 |
|
|
2025
Q1 | $7.16M | Sell |
84,886
-3,282
| -4% | -$277K | 0.02% | 632 |
|
|
2024
Q4 | $6.83M | Sell |
88,168
-387
| -0.4% | -$30K | 0.02% | 640 |
|
|
2024
Q3 | $7.61M | Buy |
88,555
+1,370
| +2% | +$118K | 0.03% | 606 |
|
|
2024
Q2 | $6.84M | Sell |
87,185
-2
| -0% | -$157 | 0.03% | 613 |
|
|
2024
Q1 | $7.53M | Sell |
87,187
-5,375
| -6% | -$464K | 0.03% | 562 |
|
|
2023
Q4 | $7.28M | Buy |
92,562
+262
| +0.3% | +$20.6K | 0.03% | 540 |
|
|
2023
Q3 | $6.65M | Sell |
92,300
-2,819
| -3% | -$203K | 0.03% | 529 |
|
|
2023
Q2 | $7.21M | Buy |
95,119
+4,387
| +5% | +$333K | 0.03% | 490 |
|
|
2023
Q1 | $6.74M | Buy |
90,732
+13,189
| +17% | +$980K | 0.03% | 492 |
|
|
2022
Q4 | $6.51M | Buy |
77,543
+9,484
| +14% | +$796K | 0.03% | 497 |
|
|
2022
Q3 | $4.91M | Buy |
68,059
+1,914
| +3% | +$138K | 0.03% | 577 |
|
|
2022
Q2 | $4.42M | Buy |
66,145
+6,377
| +11% | +$426K | 0.02% | 636 |
|
|
2022
Q1 | $4.39M | Buy |
59,768
+4,063
| +7% | +$298K | 0.02% | 693 |
|
|
2021
Q4 | $4.03M | Sell |
55,705
-3,097
| -5% | -$224K | 0.02% | 747 |
|
|
2021
Q3 | $3.79M | Buy |
58,802
+2,958
| +5% | +$191K | 0.02% | 737 |
|
|
2021
Q2 | $3.53M | Buy |
55,844
+421
| +0.8% | +$26.6K | 0.02% | 796 |
|
|
2021
Q1 | $3.32M | Buy |
55,423
+2,934
| +6% | +$176K | 0.02% | 747 |
|
|
2020
Q4 | $2.6M | Buy |
52,489
+5,169
| +11% | +$256K | 0.02% | 793 |
|
|
2020
Q3 | $1.91M | Buy |
47,320
+3,764
| +9% | +$152K | 0.01% | 832 |
|
|
2020
Q2 | $1.81M | Buy |
43,556
+19,436
| +81% | +$807K | 0.01% | 819 |
|
|
2020
Q1 | $756K | Buy |
24,120
+1,631
| +7% | +$51.1K | 0.01% | 1128 |
|
|
2019
Q4 | $1.24M | Sell |
22,489
-3,453
| -13% | -$190K | 0.01% | 1033 |
|
|
2019
Q3 | $1.48M | Buy |
25,942
+405
| +2% | +$23.1K | 0.01% | 872 |
|
|
2019
Q2 | $1.48M | Sell |
25,537
-164
| -0.6% | -$9.5K | 0.01% | 836 |
|
|
2019
Q1 | $1.29M | Buy |
25,701
+3,876
| +18% | +$195K | 0.01% | 909 |
|
|
2018
Q4 | $964K | Buy |
21,825
+171
| +0.8% | +$7.55K | 0.01% | 949 |
|
|
2018
Q3 | $1.27M | Buy |
21,654
+253
| +1% | +$14.8K | 0.01% | 900 |
|
|
2018
Q2 | $1.13M | Buy |
21,401
+563
| +3% | +$29.8K | 0.01% | 911 |
|
|
2018
Q1 | $1.27M | Buy |
20,838
+3,498
| +20% | +$213K | 0.01% | 814 |
|
|
2017
Q4 | $1.22M | Buy |
17,340
+2,942
| +20% | +$208K | 0.01% | 811 |
|
|
2017
Q3 | $926K | Sell |
14,398
-4,233
| -23% | -$272K | 0.01% | 877 |
|
|
2017
Q2 | $1.19M | Sell |
18,631
-99
| -0.5% | -$6.35K | 0.02% | 724 |
|
|
2017
Q1 | $1.18M | Buy |
18,730
+373
| +2% | +$23.5K | 0.02% | 660 |
|
|
2016
Q4 | $1.06M | Buy |
18,357
+4,312
| +31% | +$249K | 0.02% | 645 |
|
|
2016
Q3 | $723K | Buy |
14,045
+669
| +5% | +$34.4K | 0.01% | 831 |
|
|
2016
Q2 | $550K | Buy |
13,376
+422
| +3% | +$17.4K | 0.01% | 891 |
|
|
2016
Q1 | $511K | Buy |
12,954
+827
| +7% | +$32.6K | 0.01% | 883 |
|
|
2015
Q4 | $545K | Buy |
12,127
+676
| +6% | +$30.4K | 0.01% | 822 |
|
|
2015
Q3 | $542K | Buy |
11,451
+458
| +4% | +$21.7K | 0.02% | 724 |
|
|
2015
Q2 | $564K | Buy |
10,993
+621
| +6% | +$31.9K | 0.02% | 755 |
|
|
2015
Q1 | $533K | Buy |
10,372
+1,165
| +13% | +$59.9K | 0.02% | 761 |
|
|
2014
Q4 | $478K | Sell |
9,207
-387
| -4% | -$20.1K | 0.01% | 803 |
|
|
2014
Q3 | $503K | Buy |
9,594
+3,208
| +50% | +$168K | 0.01% | 824 |
|
|
2014
Q2 | $322K | Sell |
6,386
-24
| -0.4% | -$1.21K | 0.01% | 983 |
|
|
2014
Q1 | $295K | Sell |
6,410
-2,426
| -27% | -$112K | 0.01% | 967 |
|
|
2013
Q4 | $436K | Buy |
8,836
+2,037
| +30% | +$101K | 0.02% | 711 |
|
|
2013
Q3 | $291K | Buy |
6,799
+560
| +9% | +$24K | 0.01% | 850 |
|
|
2013
Q2 | $234K | Buy |
+6,239
| New | +$234K | 0.01% | 873 |
|