Capital Investment Advisors’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 | $507K | Hold |
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|
2025
Q2 | $486K | Sell |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $497K | Buy |
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|
2024
Q3 | $552K | Sell |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $501K | Sell |
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|
2023
Q4 | $470K | Buy |
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|
2023
Q3 | $413K | Buy |
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $381K | Sell |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $413K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $417K | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $238K | Sell |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $392K | Sell |
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|
2019
Q3 | $411K | Sell |
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|
2019
Q2 | $456K | Buy |
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|
2019
Q1 | $390K | Buy |
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|
2018
Q4 | $336K | Sell |
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|
2018
Q3 | $460K | Buy |
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|
2018
Q2 | $399K | Buy |
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|
2018
Q1 | $452K | Sell |
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|
2017
Q4 | $544K | Sell |
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|
2017
Q3 | $501K | Sell |
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|
2017
Q2 | $507K | Sell |
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|
2017
Q1 | $517K | Sell |
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|
2016
Q4 | $533K | Sell |
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|
2016
Q3 | $489K | Buy |
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|
2016
Q2 | $385K | Sell |
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|
2016
Q1 | $511K | Sell |
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|
2015
Q4 | $632K | Buy |
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