Cetera Advisor Networks’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.36M | Sell |
15,705
-1,837
| -10% | -$159K | 0.01% | 1259 |
|
|
2023
Q4 | $1.38M | Sell |
17,542
-10,022
| -36% | -$788K | 0.01% | 1168 |
|
|
2023
Q3 | $1.99M | Buy |
27,564
+1,066
| +4% | +$76.8K | 0.01% | 902 |
|
|
2023
Q2 | $2.01M | Buy |
26,498
+1,988
| +8% | +$151K | 0.01% | 855 |
|
|
2023
Q1 | $1.82M | Sell |
24,510
-295
| -1% | -$21.9K | 0.01% | 889 |
|
|
2022
Q4 | $2.08M | Buy |
24,805
+6,438
| +35% | +$540K | 0.02% | 784 |
|
|
2022
Q3 | $1.33M | Sell |
18,367
-6,700
| -27% | -$483K | 0.02% | 752 |
|
|
2022
Q2 | $1.67M | Buy |
25,067
+12,195
| +95% | +$814K | 0.02% | 657 |
|
|
2022
Q1 | $945K | Buy |
12,872
+2,844
| +28% | +$209K | 0.01% | 945 |
|
|
2021
Q4 | $725K | Sell |
10,028
-738
| -7% | -$53.4K | 0.01% | 1054 |
|
|
2021
Q3 | $693K | Sell |
10,766
-107
| -1% | -$6.89K | 0.01% | 1020 |
|
|
2021
Q2 | $687K | Buy |
10,873
+3,841
| +55% | +$243K | 0.01% | 1008 |
|
|
2021
Q1 | $422K | Buy |
7,032
+718
| +11% | +$43.1K | 0.01% | 961 |
|
|
2020
Q4 | $313K | Sell |
6,314
-3,711
| -37% | -$184K | 0.01% | 1017 |
|
|
2020
Q3 | $404K | Buy |
10,025
+6,593
| +192% | +$266K | 0.01% | 793 |
|
|
2020
Q2 | $143K | Buy |
+3,432
| New | +$143K | ﹤0.01% | 1304 |
|
|
2019
Q3 | – | Sell |
-3,684
| Closed | -$216K | – | 1230 |
|
|
2019
Q2 | $216K | Sell |
3,684
-234
| -6% | -$13.7K | 0.01% | 1060 |
|
|
2019
Q1 | $200K | Buy |
+3,918
| New | +$200K | 0.01% | 1061 |
|