Concourse Financial Group Securities’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
Q1 | – | Sell |
-4,759
| Closed | -$389K | – | 5972 |
|
|
2024
Q4 | $389K | Buy |
4,759
+274
| +6% | +$22.4K | 0.02% | 535 |
|
|
2024
Q3 | $385K | Sell |
4,485
-1,041
| -19% | -$89.4K | 0.02% | 524 |
|
|
2024
Q2 | $434K | Sell |
5,526
-79
| -1% | -$6.2K | 0.03% | 481 |
|
|
2024
Q1 | $484K | Sell |
5,605
-832
| -13% | -$71.8K | 0.03% | 448 |
|
|
2023
Q4 | $506K | Sell |
6,437
-2,048
| -24% | -$161K | 0.04% | 435 |
|
|
2023
Q3 | $612K | Buy |
8,485
+7
| +0.1% | +$504 | 0.05% | 373 |
|
|
2023
Q2 | $643K | Sell |
8,478
-641
| -7% | -$48.6K | 0.05% | 383 |
|
|
2023
Q1 | $678K | Buy |
9,119
+1,607
| +21% | +$119K | 0.05% | 359 |
|
|
2022
Q4 | $630K | Sell |
7,512
-247
| -3% | -$20.7K | 0.05% | 359 |
|
|
2022
Q3 | $560K | Sell |
7,759
-157
| -2% | -$11.3K | 0.05% | 336 |
|
|
2022
Q2 | $529K | Buy |
7,916
+735
| +10% | +$49.1K | 0.04% | 383 |
|
|
2022
Q1 | $527K | Buy |
7,181
+6,924
| +2,694% | +$508K | 0.04% | 408 |
|
|
2021
Q4 | $19K | Buy |
+257
| New | +$19K | ﹤0.01% | 1657 |
|
|
2021
Q3 | – | Sell |
-197
| Closed | -$12K | – | 5613 |
|
|
2021
Q2 | $12K | Hold |
197
| – | – | ﹤0.01% | 1809 |
|
|
2021
Q1 | $12K | Hold |
197
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q4 | $10K | Hold |
197
| – | – | ﹤0.01% | 1685 |
|
|
2020
Q3 | $8K | Hold |
197
| – | – | ﹤0.01% | 1655 |
|
|
2020
Q2 | $8K | Hold |
197
| – | – | ﹤0.01% | 1550 |
|
|
2020
Q1 | $6K | Sell |
197
-11
| -5% | -$335 | ﹤0.01% | 1607 |
|
|
2019
Q4 | $11K | Buy |
208
+161
| +343% | +$8.51K | ﹤0.01% | 1414 |
|
|
2019
Q3 | $3K | Sell |
47
-161
| -77% | -$10.3K | ﹤0.01% | 1457 |
|
|
2019
Q2 | $12K | Hold |
208
| – | – | ﹤0.01% | 1434 |
|
|
2019
Q1 | $10K | Sell |
208
-113
| -35% | -$5.43K | ﹤0.01% | 1509 |
|
|
2018
Q4 | $14K | Buy |
321
+310
| +2,818% | +$13.5K | ﹤0.01% | 1301 |
|
|
2018
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1615 |
|