Centennial Wealth Advisory’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 | $412K | Buy |
5,183
+686
| +15% | +$54.5K | 0.13% | 111 |
|
|
2025
Q1 | $379K | Buy |
4,497
+566
| +14% | +$47.8K | 0.14% | 105 |
|
|
2024
Q4 | $304K | Buy |
3,931
+490
| +14% | +$37.9K | 0.12% | 114 |
|
|
2024
Q3 | $296K | Buy |
3,441
+213
| +7% | +$18.3K | 0.12% | 118 |
|
|
2024
Q2 | $253K | Sell |
3,228
-840
| -21% | -$65.9K | 0.11% | 122 |
|
|
2024
Q1 | $351K | Sell |
4,068
-437
| -10% | -$37.7K | 0.16% | 89 |
|
|
2023
Q4 | $354K | Sell |
4,505
-243
| -5% | -$19.1K | 0.18% | 85 |
|
|
2023
Q3 | $342K | Buy |
4,748
+153
| +3% | +$11K | 0.18% | 84 |
|
|
2023
Q2 | $349K | Sell |
4,595
-51
| -1% | -$3.87K | 0.18% | 83 |
|
|
2023
Q1 | $345K | Buy |
4,646
+576
| +14% | +$42.8K | 0.18% | 80 |
|
|
2022
Q4 | $342K | Buy |
4,070
+246
| +6% | +$20.6K | 0.19% | 77 |
|
|
2022
Q3 | $276K | Sell |
3,824
-2,090
| -35% | -$151K | 0.16% | 69 |
|
|
2022
Q2 | $395K | Buy |
5,914
+1,637
| +38% | +$109K | 0.22% | 63 |
|
|
2022
Q1 | $314K | Buy |
4,277
+609
| +17% | +$44.7K | 0.17% | 69 |
|
|
2021
Q4 | $265K | Buy |
3,668
+205
| +6% | +$14.8K | 0.15% | 71 |
|
|
2021
Q3 | $223K | Buy |
3,463
+170
| +5% | +$10.9K | 0.13% | 72 |
|
|
2021
Q2 | $208K | Buy |
+3,293
| New | +$208K | 0.13% | 81 |
|