CAG
Csenge Advisory Group’s Principal Financial Group PFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $358K | Buy |
4,591
+23
| +0.5% | +$1.79K | 0.02% | 507 |
|
2025
Q1 | $330K | Sell |
4,568
-24
| -0.5% | -$1.73K | 0.02% | 504 |
|
2024
Q4 | $355K | Buy |
4,592
+29
| +0.6% | +$2.25K | 0.02% | 510 |
|
2024
Q3 | $407K | Sell |
4,563
-470
| -9% | -$41.9K | 0.02% | 473 |
|
2024
Q2 | $395K | Sell |
5,033
-626
| -11% | -$49.1K | 0.02% | 460 |
|
2024
Q1 | $488K | Buy |
5,659
+86
| +2% | +$7.42K | 0.03% | 439 |
|
2023
Q4 | $438K | Sell |
5,573
-3,684
| -40% | -$290K | 0.03% | 432 |
|
2023
Q3 | $667K | Buy |
9,257
+102
| +1% | +$7.35K | 0.05% | 301 |
|
2023
Q2 | $694K | Sell |
9,155
-100
| -1% | -$7.58K | 0.05% | 297 |
|
2023
Q1 | $688K | Buy |
9,255
+958
| +12% | +$71.2K | 0.05% | 274 |
|
2022
Q4 | $696K | Buy |
8,297
+1,011
| +14% | +$84.8K | 0.05% | 270 |
|
2022
Q3 | $526K | Buy |
7,286
+242
| +3% | +$17.5K | 0.04% | 331 |
|
2022
Q2 | $470K | Buy |
7,044
+524
| +8% | +$35K | 0.04% | 350 |
|
2022
Q1 | $479K | Buy |
+6,520
| New | +$479K | 0.04% | 386 |
|
2018
Q4 | – | Sell |
-152
| Closed | -$7K | – | 1122 |
|
2018
Q3 | $7K | Buy |
+152
| New | +$7K | ﹤0.01% | 565 |
|
2018
Q1 | – | Sell |
-13,154
| Closed | -$928K | – | 298 |
|
2017
Q4 | $928K | Sell |
13,154
-3,285
| -20% | -$232K | 0.33% | 76 |
|
2017
Q3 | $1.06M | Buy |
+16,439
| New | +$1.06M | 0.42% | 62 |
|