Capital Advisory Group Advisory Services’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
2023 Q4	–	Sell	-12,115	Closed	-$873K	–	149
2023 Q3	$873K	Sell	12,115 -194	-2%	-$15.1K	0.5%	58
2023 Q2	$934K	Sell	12,309 -50	-0.4%	-$3.6K	0.67%	43
2023 Q1	$919K	Buy	12,359 +73	+0.6%	+$6.19K	0.55%	48
2022 Q4	$1.03M	Sell	12,286 -128	-1%	-$11K	0.7%	42
2022 Q3	$896K	Sell	12,414 -430	-3%	-$30.9K	0.62%	49
2022 Q2	$888K	Sell	12,844 -45	-0.3%	-$3.17K	0.53%	55
2022 Q1	$946K	Sell	12,889 -154	-1%	-$11.1K	0.44%	61
2021 Q4	$943K	Buy	13,043 +492	+4%	+$34.3K	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%	+$124K	0.3%	84
2021 Q1	$657K	Buy	10,949 +1,471	+16%	+$82K	0.26%	92
2020 Q4	$470K	Buy	9,478 +4,588	+94%	+$210K	0.2%	98
2020 Q3	$197K	Buy	4,890 +4,817	+6,599%	+$205K	0.1%	135
2020 Q2	$3K	Buy	+73	New	+$2.66K	﹤0.01%	407
2019 Q1	–	Sell	-191	Closed	-$9.47K	–	425
2018 Q4	$8K	Sell	191 -117	-38%	-$5.76K	0.01%	270
2018 Q3	$18K	Sell	308 -55	-15%	-$3.07K	0.01%	203
2018 Q2	$19K	Sell	363 -3,293	-90%	-$191K	0.01%	181
2018 Q1	$222K	Buy	+3,656	New	+$241K	0.16%	73