Coppell Advisory Solutions’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 |
-122
| Closed | -$9.42K | – | 1428 |
|
|
2024
Q4 | $9.42K | Sell |
122
-8
| -6% | -$618 | ﹤0.01% | 1133 |
|
|
2024
Q3 | $11.2K | Buy |
130
+8
| +7% | +$689 | ﹤0.01% | 1048 |
|
|
2024
Q2 | $9.57K | Buy |
+122
| New | +$9.57K | ﹤0.01% | 1017 |
|
|
2023
Q4 | $11.5K | Buy |
146
+24
| +20% | +$1.89K | ﹤0.01% | 907 |
|
|
2023
Q3 | $10.2K | Hold |
122
| – | – | ﹤0.01% | 603 |
|
|
2023
Q2 | $9.22K | Buy |
+122
| New | +$9.22K | ﹤0.01% | 710 |
|
|
2023
Q1 | – | Sell |
-122
| Closed | -$10.2K | – | 813 |
|
|
2022
Q4 | $10.2K | Buy |
+122
| New | +$10.2K | ﹤0.01% | 608 |
|