Center for Financial Planning’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 | $21K | Hold |
264
| – | – | ﹤0.01% | 387 |
|
|
2025
Q1 | $22.3K | Hold |
264
| – | – | ﹤0.01% | 379 |
|
|
2024
Q4 | $20.4K | Hold |
264
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $22.7K | Hold |
264
| – | – | ﹤0.01% | 326 |
|
|
2024
Q2 | $20.7K | Hold |
264
| – | – | ﹤0.01% | 320 |
|
|
2024
Q1 | $22.8K | Buy |
264
+120
| +83% | +$10.4K | ﹤0.01% | 313 |
|
|
2023
Q4 | $11.3K | Hold |
144
| – | – | ﹤0.01% | 354 |
|
|
2023
Q3 | $10.4K | Hold |
144
| – | – | ﹤0.01% | 357 |
|
|
2023
Q2 | $10.9K | Buy |
144
+44
| +44% | +$3.34K | ﹤0.01% | 373 |
|
|
2023
Q1 | $7.43K | Hold |
100
| – | – | ﹤0.01% | 391 |
|
|
2022
Q4 | $8.39K | Hold |
100
| – | – | ﹤0.01% | 375 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 398 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 414 |
|
|
2021
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 408 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 384 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 471 |
|
|
2019
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 354 |
|