Clearstead Advisors’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 | $60.9K | Buy |
767
+112
| +17% | +$8.9K | ﹤0.01% | 1221 |
|
|
2025
Q1 | $55.3K | Buy |
655
+126
| +24% | +$10.6K | ﹤0.01% | 1146 |
|
|
2024
Q4 | $41K | Buy |
529
+6
| +1% | +$464 | ﹤0.01% | 1212 |
|
|
2024
Q3 | $44.9K | Hold |
523
| – | – | ﹤0.01% | 1227 |
|
|
2024
Q2 | $41K | Sell |
523
-196
| -27% | -$15.4K | ﹤0.01% | 1210 |
|
|
2024
Q1 | $60.3K | Sell |
719
-17
| -2% | -$1.43K | ﹤0.01% | 722 |
|
|
2023
Q4 | $57.9K | Sell |
736
-702
| -49% | -$55.2K | ﹤0.01% | 702 |
|
|
2023
Q3 | $104K | Buy |
1,438
+719
| +100% | +$51.8K | ﹤0.01% | 715 |
|
|
2023
Q2 | $54.5K | Buy |
719
+619
| +619% | +$46.9K | ﹤0.01% | 717 |
|
|
2023
Q1 | $7.43K | Hold |
100
| – | – | ﹤0.01% | 987 |
|
|
2022
Q4 | $8.39K | Hold |
100
| – | – | ﹤0.01% | 923 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 936 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 967 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q4 | $7K | Sell |
100
-1,895
| -95% | -$133K | ﹤0.01% | 959 |
|
|
2021
Q3 | $128K | Sell |
1,995
-22
| -1% | -$1.41K | 0.01% | 432 |
|
|
2021
Q2 | $127K | Buy |
2,017
+22
| +1% | +$1.39K | 0.01% | 413 |
|
|
2021
Q1 | $120K | Hold |
1,995
| – | – | 0.01% | 407 |
|
|
2020
Q4 | $99K | Hold |
1,995
| – | – | 0.01% | 415 |
|
|
2020
Q3 | $80K | Sell |
1,995
-340
| -15% | -$13.6K | 0.01% | 399 |
|
|
2020
Q2 | $97K | Sell |
2,335
-100
| -4% | -$4.15K | 0.01% | 350 |
|
|
2020
Q1 | $76K | Buy |
+2,435
| New | +$76K | 0.01% | 359 |
|