Cetera Investment Advisers’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Buy |
62,059
+495
| +0.8% | +$39.3K | 0.01% | 1200 |
|
|
2025
Q1 | $5.19M | Buy |
61,564
+5,461
| +10% | +$461K | 0.01% | 1090 |
|
|
2024
Q4 | $4.34M | Sell |
56,103
-253
| -0.4% | -$19.6K | 0.01% | 1115 |
|
|
2024
Q3 | $4.84M | Sell |
56,356
-937
| -2% | -$80.5K | 0.01% | 1019 |
|
|
2024
Q2 | $4.49M | Buy |
57,293
+3,714
| +7% | +$291K | 0.01% | 1055 |
|
|
2024
Q1 | $4.62M | Buy |
53,579
+27,827
| +108% | +$2.4M | 0.01% | 1028 |
|
|
2023
Q4 | $2.03M | Sell |
25,752
-7,336
| -22% | -$577K | 0.02% | 792 |
|
|
2023
Q3 | $2.38M | Sell |
33,088
-2,167
| -6% | -$156K | 0.02% | 680 |
|
|
2023
Q2 | $2.67M | Sell |
35,255
-1,281
| -4% | -$97.2K | 0.02% | 654 |
|
|
2023
Q1 | $2.72M | Sell |
36,536
-574
| -2% | -$42.7K | 0.02% | 619 |
|
|
2022
Q4 | $3.11M | Buy |
37,110
+5,256
| +17% | +$441K | 0.03% | 537 |
|
|
2022
Q3 | $2.3M | Sell |
31,854
-1,563
| -5% | -$113K | 0.05% | 415 |
|
|
2022
Q2 | $2.23M | Buy |
33,417
+669
| +2% | +$44.7K | 0.04% | 495 |
|
|
2022
Q1 | $2.4M | Sell |
32,748
-538
| -2% | -$39.5K | 0.03% | 496 |
|
|
2021
Q4 | $2.41M | Sell |
33,286
-2,316
| -7% | -$168K | 0.03% | 495 |
|
|
2021
Q3 | $2.29M | Sell |
35,602
-1,544
| -4% | -$99.4K | 0.04% | 476 |
|
|
2021
Q2 | $2.35M | Buy |
37,146
+2,736
| +8% | +$173K | 0.04% | 462 |
|
|
2021
Q1 | $2.06M | Sell |
34,410
-8,359
| -20% | -$501K | 0.04% | 414 |
|
|
2020
Q4 | $2.12M | Buy |
+42,769
| New | +$2.12M | 0.04% | 411 |
|
|
2018
Q4 | – | Sell |
-3,636
| Closed | -$212K | – | 494 |
|
|
2018
Q3 | $212K | Buy |
+3,636
| New | +$212K | 0.03% | 449 |
|
|
2018
Q2 | – | Sell |
-6,200
| Closed | -$379K | – | 435 |
|
|
2018
Q1 | $379K | Buy |
6,200
+817
| +15% | +$49.9K | 0.07% | 267 |
|
|
2017
Q4 | $380K | Hold |
5,383
| – | – | 0.07% | 285 |
|
|
2017
Q3 | $346K | Hold |
5,383
| – | – | 0.08% | 292 |
|
|
2017
Q2 | $345K | Sell |
5,383
-76
| -1% | -$4.87K | 0.08% | 284 |
|
|
2017
Q1 | $343K | Hold |
5,459
| – | – | 0.09% | 256 |
|
|
2016
Q4 | $315K | Hold |
5,459
| – | – | 0.11% | 237 |
|
|
2016
Q3 | $281K | Hold |
5,459
| – | – | 0.12% | 205 |
|
|
2016
Q2 | $224K | Hold |
5,459
| – | – | 0.09% | 258 |
|
|
2016
Q1 | $215K | Sell |
5,459
-8,398
| -61% | -$331K | 0.09% | 249 |
|
|
2015
Q4 | $623K | Buy |
+13,857
| New | +$623K | 0.29% | 108 |
|