Capital Investment Advisors’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
$486K Sell
6,116
-117
-2% -$9.29K 0.01% 458
2025
Q1
$526K Sell
6,233
-193
-3% -$16.3K 0.01% 427
2024
Q4
$497K Buy
6,426
+1
+0% +$77 0.01% 421
2024
Q3
$552K Sell
6,425
-3
-0% -$258 0.01% 390
2024
Q2
$504K Buy
6,428
+626
+11% +$49.1K 0.01% 396
2024
Q1
$501K Sell
5,802
-173
-3% -$14.9K 0.01% 391
2023
Q4
$470K Buy
5,975
+251
+4% +$19.7K 0.01% 390
2023
Q3
$413K Buy
5,724
+114
+2% +$8.22K 0.01% 390
2023
Q2
$425K Buy
5,610
+333
+6% +$25.3K 0.01% 362
2023
Q1
$392K Buy
5,277
+101
+2% +$7.51K 0.01% 396
2022
Q4
$434K Sell
5,176
-204
-4% -$17.1K 0.01% 380
2022
Q3
$388K Sell
5,380
-325
-6% -$23.4K 0.01% 374
2022
Q2
$381K Sell
5,705
-6
-0.1% -$401 0.01% 382
2022
Q1
$419K Hold
5,711
0.01% 392
2021
Q4
$413K Sell
5,711
-645
-10% -$46.6K 0.01% 409
2021
Q3
$409K Sell
6,356
-240
-4% -$15.4K 0.01% 395
2021
Q2
$417K Buy
6,596
+90
+1% +$5.69K 0.01% 392
2021
Q1
$390K Buy
6,506
+692
+12% +$41.5K 0.01% 386
2020
Q4
$288K Sell
5,814
-90
-2% -$4.46K 0.01% 428
2020
Q3
$238K Sell
5,904
-90
-2% -$3.63K 0.01% 435
2020
Q2
$249K Buy
+5,994
New +$249K 0.01% 421
2020
Q1
Sell
-7,127
Closed -$392K 507
2019
Q4
$392K Sell
7,127
-69
-1% -$3.8K 0.02% 355
2019
Q3
$411K Sell
7,196
-672
-9% -$38.4K 0.02% 342
2019
Q2
$456K Buy
7,868
+103
+1% +$5.97K 0.03% 326
2019
Q1
$390K Buy
7,765
+157
+2% +$7.89K 0.02% 337
2018
Q4
$336K Sell
7,608
-248
-3% -$11K 0.02% 347
2018
Q3
$460K Buy
7,856
+327
+4% +$19.1K 0.03% 320
2018
Q2
$399K Buy
7,529
+102
+1% +$5.41K 0.02% 339
2018
Q1
$452K Sell
7,427
-289
-4% -$17.6K 0.03% 315
2017
Q4
$544K Sell
7,716
-69
-0.9% -$4.87K 0.04% 280
2017
Q3
$501K Sell
7,785
-124
-2% -$7.98K 0.03% 275
2017
Q2
$507K Sell
7,909
-287
-4% -$18.4K 0.04% 275
2017
Q1
$517K Sell
8,196
-1,023
-11% -$64.5K 0.04% 270
2016
Q4
$533K Sell
9,219
-269
-3% -$15.6K 0.04% 261
2016
Q3
$489K Buy
9,488
+127
+1% +$6.55K 0.04% 268
2016
Q2
$385K Sell
9,361
-3,583
-28% -$147K 0.04% 292
2016
Q1
$511K Sell
12,944
-1,109
-8% -$43.8K 0.05% 249
2015
Q4
$632K Buy
+14,053
New +$632K 0.07% 213