Checchi Capital Advisers’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 | $265K | Sell |
3,337
-155
| -4% | -$12.3K | 0.01% | 477 |
|
|
2025
Q1 | $295K | Buy |
3,492
+475
| +16% | +$40.1K | 0.02% | 459 |
|
|
2024
Q4 | $234K | Buy |
3,017
+24
| +0.8% | +$1.86K | 0.01% | 503 |
|
|
2024
Q3 | $257K | Buy |
2,993
+158
| +6% | +$13.6K | 0.01% | 479 |
|
|
2024
Q2 | $222K | Hold |
2,835
| – | – | 0.01% | 504 |
|
|
2024
Q1 | $245K | Buy |
2,835
+39
| +1% | +$3.37K | 0.02% | 495 |
|
|
2023
Q4 | $220K | Sell |
2,796
-107
| -4% | -$8.42K | 0.02% | 506 |
|
|
2023
Q3 | $209K | Buy |
2,903
+252
| +10% | +$18.2K | 0.02% | 497 |
|
|
2023
Q2 | $201K | Buy |
+2,651
| New | +$201K | 0.02% | 545 |
|
|
2023
Q1 | – | Sell |
-2,934
| Closed | -$246K | – | 575 |
|
|
2022
Q4 | $246K | Sell |
2,934
-247
| -8% | -$20.7K | 0.03% | 463 |
|
|
2022
Q3 | $230K | Hold |
3,181
| – | – | 0.02% | 461 |
|
|
2022
Q2 | $213K | Buy |
3,181
+199
| +7% | +$13.3K | 0.02% | 531 |
|
|
2022
Q1 | $219K | Buy |
+2,982
| New | +$219K | 0.02% | 495 |
|
|
2016
Q3 | – | Sell |
-5,943
| Closed | -$244K | – | 969 |
|
|
2016
Q2 | $244K | Sell |
5,943
-420
| -7% | -$17.2K | 0.03% | 278 |
|
|
2016
Q1 | $251K | Buy |
6,363
+243
| +4% | +$9.59K | 0.06% | 269 |
|
|
2015
Q4 | $275K | Sell |
6,120
-390
| -6% | -$17.5K | 0.07% | 255 |
|
|
2015
Q3 | $308K | Sell |
6,510
-2
| -0% | -$95 | 0.08% | 204 |
|
|
2015
Q2 | $334K | Sell |
6,512
-224
| -3% | -$11.5K | 0.09% | 204 |
|
|
2015
Q1 | $346K | Buy |
6,736
+753
| +13% | +$38.7K | 0.1% | 193 |
|
|
2014
Q4 | $311K | Buy |
5,983
+486
| +9% | +$25.3K | 0.12% | 190 |
|
|
2014
Q3 | $288K | Buy |
5,497
+285
| +5% | +$14.9K | 0.12% | 183 |
|
|
2014
Q2 | $263K | Sell |
5,212
-65
| -1% | -$3.28K | 0.12% | 168 |
|
|
2014
Q1 | $243K | Buy |
5,277
+818
| +18% | +$37.7K | 0.15% | 136 |
|
|
2013
Q4 | $220K | Buy |
+4,459
| New | +$220K | 0.17% | 126 |
|