CoreCap Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.5K | Sell |
1,102
-3
| -0.3% | -$238 | ﹤0.01% | 1028 |
|
|
2025
Q1 | $93.2K | Buy |
1,105
+3
| +0.3% | +$253 | ﹤0.01% | 934 |
|
|
2024
Q4 | $85.3K | Sell |
1,102
-63
| -5% | -$4.88K | ﹤0.01% | 983 |
|
|
2024
Q3 | $100K | Buy |
1,165
+63
| +6% | +$5.41K | ﹤0.01% | 910 |
|
|
2024
Q2 | $86.5K | Hold |
1,102
| – | – | 0.01% | 532 |
|
|
2024
Q1 | $95.1K | Buy |
+1,102
| New | +$95.1K | 0.01% | 860 |
|
|
2022
Q4 | $1.71M | Buy |
20,391
+3,093
| +18% | +$260K | 0.12% | 154 |
|
|
2022
Q3 | $1.25M | Buy |
17,298
+2,173
| +14% | +$157K | 0.1% | 176 |
|
|
2022
Q2 | $1.01M | Buy |
15,125
+2,973
| +24% | +$199K | 0.08% | 208 |
|
|
2022
Q1 | $892K | Buy |
12,152
+11,565
| +1,970% | +$849K | 0.06% | 240 |
|
|
2021
Q4 | $43K | Buy |
+587
| New | +$43K | ﹤0.01% | 1047 |
|