Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $150K | Buy |
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|
2025
Q2 | $144K | Buy |
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|
2025
Q1 | $140K | Hold |
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|
2024
Q4 | $128K | Hold |
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|
2024
Q3 | $142K | Buy |
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|
2024
Q2 | $113K | Buy |
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|
2024
Q1 | $119K | Hold |
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|
2023
Q4 | $109K | Sell |
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|
2023
Q3 | $104K | Buy |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $103K | Hold |
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|
2022
Q4 | $116K | Hold |
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|
2022
Q3 | $100K | Hold |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $101K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $89K | Hold |
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|
2021
Q2 | $87K | Hold |
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|
2021
Q1 | $83K | Buy |
|