Continuum Advisory’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 | – | Sell |
-1,827
| Closed | -$154K | – | 1237 |
|
|
2025
Q1 | $154K | Sell |
1,827
-180
| -9% | -$15.2K | 0.02% | 439 |
|
|
2024
Q4 | $155K | Buy |
2,007
+4
| +0.2% | +$310 | 0.02% | 435 |
|
|
2024
Q3 | $173K | Sell |
2,003
-109
| -5% | -$9.41K | 0.02% | 422 |
|
|
2024
Q2 | $166K | Sell |
2,112
-170
| -7% | -$13.3K | 0.02% | 398 |
|
|
2024
Q1 | $191K | Sell |
2,282
-1,441
| -39% | -$120K | 0.03% | 379 |
|
|
2023
Q4 | $293K | Sell |
3,723
-2,525
| -40% | -$199K | 0.04% | 375 |
|
|
2023
Q3 | $450K | Sell |
6,248
-19
| -0.3% | -$1.37K | 0.07% | 289 |
|
|
2023
Q2 | $475K | Sell |
6,267
-62
| -1% | -$4.7K | 0.08% | 290 |
|
|
2023
Q1 | $470K | Buy |
6,329
+2,013
| +47% | +$150K | 0.08% | 269 |
|
|
2022
Q4 | $362K | Buy |
4,316
+108
| +3% | +$9.06K | 0.07% | 313 |
|
|
2022
Q3 | $304K | Sell |
4,208
-374
| -8% | -$27K | 0.05% | 318 |
|
|
2022
Q2 | $306K | Sell |
4,582
-439
| -9% | -$29.3K | 0.06% | 329 |
|
|
2022
Q1 | $342K | Buy |
+5,021
| New | +$342K | 0.06% | 294 |
|