Commonwealth Equity Services’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 | $5.23M | Sell |
65,809
-94
| -0.1% | -$7.47K | 0.01% | 1306 |
|
|
2025
Q1 | $5.56M | Sell |
65,903
-11,765
| -15% | -$993K | 0.01% | 1217 |
|
|
2024
Q4 | $6.01M | Buy |
77,668
+1,620
| +2% | +$125K | 0.01% | 1129 |
|
|
2024
Q3 | $6.53M | Buy |
76,048
+4,635
| +6% | +$398K | 0.01% | 1056 |
|
|
2024
Q2 | $5.6M | Buy |
71,413
+5,384
| +8% | +$422K | 0.01% | 1129 |
|
|
2024
Q1 | $5.7M | Buy |
66,029
+9,129
| +16% | +$788K | 0.01% | 1093 |
|
|
2023
Q4 | $4.48M | Sell |
56,900
-28,624
| -33% | -$2.25M | 0.01% | 1173 |
|
|
2023
Q3 | $6.16M | Buy |
85,524
+376
| +0.4% | +$27.1K | 0.01% | 915 |
|
|
2023
Q2 | $6.46M | Sell |
85,148
-1,751
| -2% | -$133K | 0.01% | 899 |
|
|
2023
Q1 | $6.46K | Buy |
86,899
+2,764
| +3% | +$205 | 0.01% | 883 |
|
|
2022
Q4 | $7.06M | Sell |
84,135
-21,842
| -21% | -$1.83M | 0.02% | 788 |
|
|
2022
Q3 | $7.65M | Buy |
105,977
+38,922
| +58% | +$2.81M | 0.02% | 694 |
|
|
2022
Q2 | $4.48M | Buy |
67,055
+4,005
| +6% | +$267K | 0.01% | 953 |
|
|
2022
Q1 | $4.63M | Buy |
63,050
+8,767
| +16% | +$644K | 0.01% | 985 |
|
|
2021
Q4 | $3.93M | Sell |
54,283
-861
| -2% | -$62.3K | 0.01% | 1056 |
|
|
2021
Q3 | $3.55M | Buy |
55,144
+633
| +1% | +$40.8K | 0.01% | 1067 |
|
|
2021
Q2 | $3.44M | Buy |
54,511
+586
| +1% | +$37K | 0.01% | 1068 |
|
|
2021
Q1 | $3.23M | Sell |
53,925
-1,559
| -3% | -$93.5K | 0.01% | 1018 |
|
|
2020
Q4 | $2.75M | Sell |
55,484
-8,647
| -13% | -$429K | 0.01% | 1043 |
|
|
2020
Q3 | $2.58M | Sell |
64,131
-6,962
| -10% | -$280K | 0.01% | 965 |
|
|
2020
Q2 | $2.95M | Buy |
71,093
+13,716
| +24% | +$570K | 0.01% | 828 |
|
|
2020
Q1 | $1.8M | Buy |
57,377
+6,334
| +12% | +$198K | 0.01% | 947 |
|
|
2019
Q4 | $2.81M | Buy |
51,043
+2,114
| +4% | +$116K | 0.01% | 848 |
|
|
2019
Q3 | $2.8M | Sell |
48,929
-7,878
| -14% | -$450K | 0.01% | 802 |
|
|
2019
Q2 | $3.29M | Buy |
56,807
+3,075
| +6% | +$178K | 0.01% | 728 |
|
|
2019
Q1 | $2.7M | Buy |
53,732
+15,915
| +42% | +$799K | 0.01% | 786 |
|
|
2018
Q4 | $1.67M | Buy |
37,817
+770
| +2% | +$34K | 0.01% | 938 |
|
|
2018
Q3 | $2.17M | Sell |
37,047
-8,828
| -19% | -$517K | 0.01% | 890 |
|
|
2018
Q2 | $2.43M | Buy |
45,875
+1,166
| +3% | +$61.7K | 0.01% | 803 |
|
|
2018
Q1 | $2.72M | Buy |
44,709
+496
| +1% | +$30.2K | 0.01% | 713 |
|
|
2017
Q4 | $3.12M | Buy |
44,213
+5,139
| +13% | +$363K | 0.02% | 642 |
|
|
2017
Q3 | $2.51M | Buy |
39,074
+1,503
| +4% | +$96.7K | 0.02% | 695 |
|
|
2017
Q2 | $2.41M | Sell |
37,571
-2,609
| -6% | -$167K | 0.02% | 688 |
|
|
2017
Q1 | $2.54M | Buy |
40,180
+4,459
| +12% | +$281K | 0.02% | 642 |
|
|
2016
Q4 | $2.07M | Buy |
35,721
+3,259
| +10% | +$189K | 0.02% | 699 |
|
|
2016
Q3 | $1.67M | Buy |
32,462
+7,401
| +30% | +$381K | 0.01% | 768 |
|
|
2016
Q2 | $1.03M | Buy |
25,061
+919
| +4% | +$37.8K | 0.01% | 962 |
|
|
2016
Q1 | $952K | Sell |
24,142
-999
| -4% | -$39.4K | 0.01% | 969 |
|
|
2015
Q4 | $1.13M | Buy |
25,141
+9,405
| +60% | +$423K | 0.01% | 868 |
|
|
2015
Q3 | $745K | Buy |
15,736
+16
| +0.1% | +$757 | 0.01% | 1033 |
|
|
2015
Q2 | $806K | Sell |
15,720
-11,509
| -42% | -$590K | 0.01% | 1078 |
|
|
2015
Q1 | $1.4M | Buy |
27,229
+2,509
| +10% | +$129K | 0.01% | 778 |
|
|
2014
Q4 | $1.28M | Buy |
24,720
+1,524
| +7% | +$79.2K | 0.01% | 772 |
|
|
2014
Q3 | $1.22M | Buy |
23,196
+1,956
| +9% | +$103K | 0.01% | 766 |
|
|
2014
Q2 | $1.07M | Buy |
21,240
+3,216
| +18% | +$162K | 0.01% | 827 |
|
|
2014
Q1 | $829K | Buy |
18,024
+1,450
| +9% | +$66.7K | 0.01% | 908 |
|
|
2013
Q4 | $817K | Buy |
16,574
+3,706
| +29% | +$183K | 0.01% | 874 |
|
|
2013
Q3 | $551K | Buy |
12,868
+3,500
| +37% | +$150K | 0.01% | 1041 |
|
|
2013
Q2 | $351K | Buy |
+9,368
| New | +$351K | 0.01% | 1214 |
|