Capital Analysts LLC’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 | $144K | Buy |
1,809
+151
| +9% | +$12K | ﹤0.01% | 594 |
|
|
2025
Q1 | $140K | Hold |
1,658
| – | – | 0.01% | 575 |
|
|
2024
Q4 | $128K | Hold |
1,658
| – | – | 0.01% | 565 |
|
|
2024
Q3 | $142K | Buy |
1,658
+213
| +15% | +$18.2K | 0.01% | 527 |
|
|
2024
Q2 | $113K | Buy |
1,445
+63
| +5% | +$4.93K | 0.01% | 551 |
|
|
2024
Q1 | $119K | Hold |
1,382
| – | – | 0.01% | 521 |
|
|
2023
Q4 | $109K | Sell |
1,382
-66
| -5% | -$5.21K | 0.01% | 513 |
|
|
2023
Q3 | $104K | Buy |
1,448
+66
| +5% | +$4.74K | 0.01% | 476 |
|
|
2023
Q2 | $105K | Hold |
1,382
| – | – | 0.01% | 465 |
|
|
2023
Q1 | $103K | Hold |
1,382
| – | – | 0.01% | 467 |
|
|
2022
Q4 | $116K | Hold |
1,382
| – | – | 0.01% | 474 |
|
|
2022
Q3 | $100K | Hold |
1,382
| – | – | 0.01% | 449 |
|
|
2022
Q2 | $92K | Hold |
1,382
| – | – | 0.01% | 444 |
|
|
2022
Q1 | $101K | Hold |
1,382
| – | – | 0.01% | 427 |
|
|
2021
Q4 | $100K | Hold |
1,382
| – | – | 0.01% | 447 |
|
|
2021
Q3 | $89K | Hold |
1,382
| – | – | 0.01% | 477 |
|
|
2021
Q2 | $87K | Hold |
1,382
| – | – | 0.01% | 473 |
|
|
2021
Q1 | $83K | Buy |
+1,382
| New | +$83K | 0.01% | 500 |
|