Cambridge Investment Research Advisors’s Principal Financial Group PFG Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.71M	Sell	85,582 -941	-1%	-$86K	0.02%	729
2025 Q4	$7.63M	Buy	86,523 +732	+0.9%	+$61.8K	0.02%	709
2025 Q3	$7.11M	Sell	85,791 -764	-0.9%	-$61.1K	0.02%	723
2025 Q2	$6.88M	Buy	86,555 +1,669	+2%	+$128K	0.02%	699
2025 Q1	$7.16M	Sell	84,886 -3,282	-4%	-$273K	0.02%	632
2024 Q4	$6.83M	Sell	88,168 -387	-0.4%	-$32.6K	0.02%	640
2024 Q3	$7.61M	Buy	88,555 +1,370	+2%	+$111K	0.03%	606
2024 Q2	$6.84M	Sell	87,185 -2	-0%	-$162	0.03%	613
2024 Q1	$7.53M	Sell	87,187 -5,375	-6%	-$431K	0.03%	562
2023 Q4	$7.28M	Buy	92,562 +262	+0.3%	+$19K	0.03%	540
2023 Q3	$6.65M	Sell	92,300 -2,819	-3%	-$219K	0.03%	529
2023 Q2	$7.21M	Buy	95,119 +4,387	+5%	+$316K	0.03%	490
2023 Q1	$6.74M	Buy	90,732 +13,189	+17%	+$1.12M	0.03%	492
2022 Q4	$6.51M	Buy	77,543 +9,484	+14%	+$814K	0.03%	497
2022 Q3	$4.91M	Buy	68,059 +1,914	+3%	+$137K	0.03%	577
2022 Q2	$4.42M	Buy	66,145 +6,377	+11%	+$449K	0.02%	636
2022 Q1	$4.39M	Buy	59,768 +4,063	+7%	+$294K	0.02%	693
2021 Q4	$4.03M	Sell	55,705 -3,097	-5%	-$216K	0.02%	747
2021 Q3	$3.79M	Buy	58,802 +2,958	+5%	+$190K	0.02%	737
2021 Q2	$3.53M	Buy	55,844 +421	+0.8%	+$26.9K	0.02%	796
2021 Q1	$3.32M	Buy	55,423 +2,934	+6%	+$164K	0.02%	747
2020 Q4	$2.6M	Buy	52,489 +5,169	+11%	+$237K	0.02%	793
2020 Q3	$1.91M	Buy	47,320 +3,764	+9%	+$160K	0.01%	832
2020 Q2	$1.81M	Buy	43,556 +19,436	+81%	+$709K	0.01%	819
2020 Q1	$756K	Buy	24,120 +1,631	+7%	+$77.2K	0.01%	1128
2019 Q4	$1.24M	Sell	22,489 -3,453	-13%	-$189K	0.01%	1033
2019 Q3	$1.48M	Buy	25,942 +405	+2%	+$22.8K	0.01%	872
2019 Q2	$1.48M	Sell	25,537 -164	-0.6%	-$9.04K	0.01%	836
2019 Q1	$1.29M	Buy	25,701 +3,876	+18%	+$192K	0.01%	909
2018 Q4	$964K	Buy	21,825 +171	+0.8%	+$8.42K	0.01%	949
2018 Q3	$1.27M	Buy	21,654 +253	+1%	+$14.1K	0.01%	900
2018 Q2	$1.13M	Buy	21,401 +563	+3%	+$32.7K	0.01%	911
2018 Q1	$1.27M	Buy	20,838 +3,498	+20%	+$230K	0.01%	814
2017 Q4	$1.22M	Buy	17,340 +2,942	+20%	+$203K	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%	-$6.28K	0.02%	724
2017 Q1	$1.18M	Buy	18,730 +373	+2%	+$22.8K	0.02%	660
2016 Q4	$1.06M	Buy	18,357 +4,312	+31%	+$242K	0.02%	645
2016 Q3	$723K	Buy	14,045 +669	+5%	+$31.3K	0.01%	831
2016 Q2	$550K	Buy	13,376 +422	+3%	+$17.8K	0.01%	891
2016 Q1	$511K	Buy	12,954 +827	+7%	+$31.8K	0.01%	883
2015 Q4	$545K	Buy	12,127 +676	+6%	+$33K	0.01%	822
2015 Q3	$542K	Buy	11,451 +458	+4%	+$23.7K	0.02%	724
2015 Q2	$564K	Buy	10,993 +621	+6%	+$32.2K	0.02%	755
2015 Q1	$533K	Buy	10,372 +1,165	+13%	+$58.5K	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%	-$1.13K	0.01%	983
2014 Q1	$295K	Sell	6,410 -2,426	-27%	-$111K	0.01%	967
2013 Q4	$436K	Buy	8,836 +2,037	+30%	+$96.7K	0.02%	711
2013 Q3	$291K	Buy	6,799 +560	+9%	+$23.4K	0.01%	850
2013 Q2	$234K	Buy	+6,239	New	+$228K	0.01%	873