Cetera Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.81M | Buy |
32,533
+23,020
| +242% | +$1.99M | 0.02% | 663 |
|
|
2023
Q4 | $748K | Sell |
9,513
-195
| -2% | -$15.3K | 0.01% | 902 |
|
|
2023
Q3 | $700K | Buy |
9,708
+254
| +3% | +$18.3K | 0.01% | 889 |
|
|
2023
Q2 | $717K | Buy |
9,454
+1,066
| +13% | +$80.8K | 0.01% | 867 |
|
|
2023
Q1 | $623K | Sell |
8,388
-941
| -10% | -$69.9K | 0.01% | 909 |
|
|
2022
Q4 | $783K | Buy |
9,329
+2,551
| +38% | +$214K | 0.01% | 767 |
|
|
2022
Q3 | $489K | Buy |
6,778
+726
| +12% | +$52.4K | 0.01% | 788 |
|
|
2022
Q2 | $404K | Buy |
6,052
+1,507
| +33% | +$101K | 0.01% | 937 |
|
|
2022
Q1 | $334K | Buy |
4,545
+193
| +4% | +$14.2K | 0.01% | 1061 |
|
|
2021
Q4 | $315K | Sell |
4,352
-349
| -7% | -$25.3K | 0.01% | 1099 |
|
|
2021
Q3 | $303K | Buy |
4,701
+1,495
| +47% | +$96.4K | 0.01% | 1098 |
|
|
2021
Q2 | $203K | Buy |
+3,206
| New | +$203K | ﹤0.01% | 1232 |
|
|
2019
Q3 | – | Sell |
-3,629
| Closed | -$210K | – | 941 |
|
|
2019
Q2 | $210K | Buy |
+3,629
| New | +$210K | 0.01% | 841 |
|