CCA
Catalyst Capital Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Sell |
453
-600
| -57% | -$47.7K | ﹤0.01% | 412 |
|
|
2025
Q1 | $88.8K | Buy |
1,053
+327
| +45% | +$27.6K | ﹤0.01% | 310 |
|
|
2024
Q4 | $56.2K | Sell |
726
-1,031
| -59% | -$79.8K | ﹤0.01% | 368 |
|
|
2024
Q3 | $151K | Buy |
+1,757
| New | +$151K | ﹤0.01% | 246 |
|
|
2018
Q1 | – | Sell |
-7,075
| Closed | -$499K | – | 502 |
|
|
2017
Q4 | $499K | Sell |
7,075
-3,100
| -30% | -$219K | 0.02% | 186 |
|
|
2017
Q3 | $654K | Sell |
10,175
-14,800
| -59% | -$951K | 0.03% | 190 |
|
|
2017
Q2 | $1.6M | Sell |
24,975
-5,405
| -18% | -$346K | 0.07% | 145 |
|
|
2017
Q1 | $1.92M | Sell |
30,380
-2,580
| -8% | -$163K | 0.1% | 136 |
|
|
2016
Q4 | $1.91M | Sell |
32,960
-11,070
| -25% | -$640K | 0.12% | 126 |
|
|
2016
Q3 | $2.27M | Buy |
+44,030
| New | +$2.27M | 0.25% | 103 |
|