Clearstead Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.6K | Sell |
395
-864
| -69% | -$79K | ﹤0.01% | 1341 |
|
|
2025
Q4 | $111K | Buy |
1,259
+352
| +39% | +$29.7K | ﹤0.01% | 1098 |
|
|
2025
Q3 | $75.2K | Buy |
907
+140
| +18% | +$11.2K | ﹤0.01% | 1148 |
|
|
2025
Q2 | $60.9K | Buy |
767
+112
| +17% | +$8.6K | ﹤0.01% | 1225 |
|
|
2025
Q1 | $55.3K | Buy |
655
+126
| +24% | +$10.5K | ﹤0.01% | 1149 |
|
|
2024
Q4 | $41K | Buy |
529
+6
| +1% | +$506 | ﹤0.01% | 1214 |
|
|
2024
Q3 | $44.9K | Hold |
523
| – | – | ﹤0.01% | 1229 |
|
|
2024
Q2 | $41K | Sell |
523
-196
| -27% | -$15.9K | ﹤0.01% | 1211 |
|
|
2024
Q1 | $60.3K | Sell |
719
-17
| -2% | -$1.36K | ﹤0.01% | 722 |
|
|
2023
Q4 | $57.9K | Sell |
736
-702
| -49% | -$50.8K | ﹤0.01% | 704 |
|
|
2023
Q3 | $104K | Buy |
1,438
+719
| +100% | +$55.8K | ﹤0.01% | 716 |
|
|
2023
Q2 | $54.5K | Buy |
719
+619
| +619% | +$44.6K | ﹤0.01% | 717 |
|
|
2023
Q1 | $7.43K | Hold |
100
| – | – | ﹤0.01% | 987 |
|
|
2022
Q4 | $8.39K | Hold |
100
| – | – | ﹤0.01% | 924 |
|
|
2022
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 938 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 969 |
|
|
2022
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q4 | $7K | Sell |
100
-1,895
| -95% | -$132K | ﹤0.01% | 963 |
|
|
2021
Q3 | $128K | Sell |
1,995
-22
| -1% | -$1.41K | 0.01% | 434 |
|
|
2021
Q2 | $127K | Buy |
2,017
+22
| +1% | +$1.41K | 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% | -$14.5K | 0.01% | 399 |
|
|
2020
Q2 | $97K | Sell |
2,335
-100
| -4% | -$3.65K | 0.01% | 350 |
|
|
2020
Q1 | $76K | Buy |
+2,435
| New | +$115K | 0.01% | 360 |
|
Other funds holding PFG
NLI
VCM
VPM
