CAGAS
Capital Advisory Group Advisory Services’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,115
| Closed | -$873K | – | 149 |
|
|
2023
Q3 | $873K | Sell |
12,115
-194
| -2% | -$14K | 0.5% | 58 |
|
|
2023
Q2 | $934K | Sell |
12,309
-50
| -0.4% | -$3.79K | 0.67% | 43 |
|
|
2023
Q1 | $919K | Buy |
12,359
+73
| +0.6% | +$5.43K | 0.55% | 48 |
|
|
2022
Q4 | $1.03M | Sell |
12,286
-128
| -1% | -$10.7K | 0.7% | 42 |
|
|
2022
Q3 | $896K | Sell |
12,414
-430
| -3% | -$31K | 0.62% | 49 |
|
|
2022
Q2 | $888K | Sell |
12,844
-45
| -0.3% | -$3.11K | 0.53% | 55 |
|
|
2022
Q1 | $946K | Sell |
12,889
-154
| -1% | -$11.3K | 0.44% | 61 |
|
|
2021
Q4 | $943K | Buy |
13,043
+492
| +4% | +$35.6K | 0.41% | 71 |
|
|
2021
Q3 | $808K | Sell |
12,551
-331
| -3% | -$21.3K | 0.29% | 85 |
|
|
2021
Q2 | $814K | Buy |
12,882
+1,933
| +18% | +$122K | 0.3% | 84 |
|
|
2021
Q1 | $657K | Buy |
10,949
+1,471
| +16% | +$88.3K | 0.26% | 92 |
|
|
2020
Q4 | $470K | Buy |
9,478
+4,588
| +94% | +$228K | 0.2% | 98 |
|
|
2020
Q3 | $197K | Buy |
4,890
+4,817
| +6,599% | +$194K | 0.1% | 135 |
|
|
2020
Q2 | $3K | Buy |
+73
| New | +$3K | ﹤0.01% | 407 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 443 |
|
|
2019
Q1 | – | Sell |
-191
| Closed | -$8K | – | 428 |
|
|
2018
Q4 | $8K | Sell |
191
-117
| -38% | -$4.9K | 0.01% | 270 |
|
|
2018
Q3 | $18K | Sell |
308
-55
| -15% | -$3.21K | 0.01% | 203 |
|
|
2018
Q2 | $19K | Sell |
363
-3,293
| -90% | -$172K | 0.01% | 181 |
|
|
2018
Q1 | $222K | Buy |
+3,656
| New | +$222K | 0.16% | 73 |
|