CYG
Clean Yield Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4K | Hold |
559
| – | – | 0.01% | 231 |
|
|
2025
Q1 | $47.2K | Hold |
559
| – | – | 0.02% | 232 |
|
|
2024
Q4 | $43.3K | Hold |
559
| – | – | 0.01% | 239 |
|
|
2024
Q3 | $48K | Hold |
559
| – | – | 0.02% | 231 |
|
|
2024
Q2 | $43.9K | Hold |
559
| – | – | 0.02% | 238 |
|
|
2024
Q1 | $48.2K | Sell |
559
-100
| -15% | -$8.63K | 0.02% | 239 |
|
|
2023
Q4 | $51.8K | Hold |
659
| – | – | 0.02% | 232 |
|
|
2023
Q3 | $46.6K | Hold |
659
| – | – | 0.02% | 233 |
|
|
2023
Q2 | $50K | Hold |
659
| – | – | 0.02% | 237 |
|
|
2023
Q1 | $49K | Hold |
659
| – | – | 0.02% | 238 |
|
|
2022
Q4 | $55.3K | Hold |
659
| – | – | 0.02% | 225 |
|
|
2022
Q3 | $48K | Hold |
659
| – | – | 0.02% | 221 |
|
|
2022
Q2 | $44K | Hold |
659
| – | – | 0.02% | 240 |
|
|
2022
Q1 | $48K | Hold |
659
| – | – | 0.02% | 258 |
|
|
2021
Q4 | $48K | Hold |
659
| – | – | 0.02% | 265 |
|
|
2021
Q3 | $42K | Hold |
659
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $42K | Buy |
+659
| New | +$42K | 0.01% | 265 |
|
|
2021
Q1 | – | Sell |
-659
| Closed | -$33K | – | 312 |
|
|
2020
Q4 | $33K | Hold |
659
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $27K | Buy |
659
+525
| +392% | +$21.5K | 0.01% | 256 |
|
|
2020
Q2 | $6K | Buy |
+134
| New | +$6K | ﹤0.01% | 315 |
|