D.A. Davidson & Co’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 | $1.05M | Buy |
13,238
+10
| +0.1% | +$794 | 0.01% | 800 |
|
|
2025
Q1 | $1.12M | Sell |
13,228
-367
| -3% | -$31K | 0.01% | 736 |
|
|
2024
Q4 | $1.05M | Buy |
13,595
+11
| +0.1% | +$852 | 0.01% | 750 |
|
|
2024
Q3 | $1.17M | Buy |
13,584
+10
| +0.1% | +$859 | 0.01% | 718 |
|
|
2024
Q2 | $1.06M | Buy |
13,574
+1,539
| +13% | +$121K | 0.01% | 715 |
|
|
2024
Q1 | $1.04M | Sell |
12,035
-2,759
| -19% | -$238K | 0.01% | 725 |
|
|
2023
Q4 | $1.16M | Sell |
14,794
-861
| -5% | -$67.7K | 0.01% | 662 |
|
|
2023
Q3 | $1.13M | Sell |
15,655
-101
| -0.6% | -$7.28K | 0.01% | 641 |
|
|
2023
Q2 | $1.2M | Buy |
15,756
+635
| +4% | +$48.2K | 0.01% | 636 |
|
|
2023
Q1 | $1.12M | Buy |
15,121
+373
| +3% | +$27.7K | 0.01% | 630 |
|
|
2022
Q4 | $1.24M | Sell |
14,748
-433
| -3% | -$36.3K | 0.01% | 568 |
|
|
2022
Q3 | $1.1M | Sell |
15,181
-402
| -3% | -$29K | 0.01% | 563 |
|
|
2022
Q2 | $1.04M | Sell |
15,583
-88
| -0.6% | -$5.88K | 0.01% | 583 |
|
|
2022
Q1 | $1.15M | Sell |
15,671
-171
| -1% | -$12.5K | 0.01% | 614 |
|
|
2021
Q4 | $1.15M | Sell |
15,842
-1,905
| -11% | -$138K | 0.01% | 612 |
|
|
2021
Q3 | $1.14M | Sell |
17,747
-516
| -3% | -$33.2K | 0.01% | 590 |
|
|
2021
Q2 | $1.15M | Sell |
18,263
-4,860
| -21% | -$307K | 0.01% | 584 |
|
|
2021
Q1 | $1.39M | Buy |
23,123
+3,006
| +15% | +$180K | 0.02% | 498 |
|
|
2020
Q4 | $998K | Sell |
20,117
-4,180
| -17% | -$207K | 0.02% | 510 |
|
|
2020
Q3 | $978K | Sell |
24,297
-1,920
| -7% | -$77.3K | 0.02% | 448 |
|
|
2020
Q2 | $1.09M | Buy |
26,217
+4,157
| +19% | +$173K | 0.02% | 427 |
|
|
2020
Q1 | $691K | Sell |
22,060
-1,999
| -8% | -$62.6K | 0.01% | 527 |
|
|
2019
Q4 | $1.32M | Sell |
24,059
-16,951
| -41% | -$932K | 0.02% | 439 |
|
|
2019
Q3 | $2.34M | Buy |
41,010
+624
| +2% | +$35.7K | 0.04% | 315 |
|
|
2019
Q2 | $2.34M | Buy |
40,386
+652
| +2% | +$37.8K | 0.04% | 306 |
|
|
2019
Q1 | $1.81M | Sell |
39,734
-585
| -1% | -$26.7K | 0.03% | 382 |
|
|
2018
Q4 | $1.78M | Buy |
40,319
+5,277
| +15% | +$233K | 0.03% | 349 |
|
|
2018
Q3 | $2.05M | Sell |
35,042
-1,674
| -5% | -$98.1K | 0.04% | 351 |
|
|
2018
Q2 | $1.94M | Buy |
36,716
+2,094
| +6% | +$111K | 0.04% | 351 |
|
|
2018
Q1 | $2.11M | Sell |
34,622
-428
| -1% | -$26.1K | 0.04% | 318 |
|
|
2017
Q4 | $2.47M | Sell |
35,050
-516
| -1% | -$36.4K | 0.05% | 285 |
|
|
2017
Q3 | $2.29M | Sell |
35,566
-3,093
| -8% | -$199K | 0.04% | 334 |
|
|
2017
Q2 | $2.48M | Sell |
38,659
-1,744
| -4% | -$112K | 0.06% | 271 |
|
|
2017
Q1 | $2.55M | Sell |
40,403
-67,345
| -63% | -$4.25M | 0.06% | 252 |
|
|
2016
Q4 | $6.23M | Sell |
107,748
-1,511
| -1% | -$87.4K | 0.14% | 148 |
|
|
2016
Q3 | $5.63M | Buy |
109,259
+40,197
| +58% | +$2.07M | 0.14% | 150 |
|
|
2016
Q2 | $2.84M | Buy |
69,062
+1,891
| +3% | +$77.7K | 0.08% | 226 |
|
|
2016
Q1 | $2.65M | Sell |
67,171
-3,811
| -5% | -$150K | 0.08% | 229 |
|
|
2015
Q4 | $3.19M | Sell |
70,982
-1,081
| -2% | -$48.6K | 0.1% | 189 |
|
|
2015
Q3 | $3.41M | Sell |
72,063
-4,231
| -6% | -$200K | 0.12% | 176 |
|
|
2015
Q2 | $3.91M | Sell |
76,294
-1,013
| -1% | -$51.9K | 0.13% | 162 |
|
|
2015
Q1 | $3.97M | Buy |
77,307
+924
| +1% | +$47.4K | 0.13% | 164 |
|
|
2014
Q4 | $3.97M | Sell |
76,383
-2,850
| -4% | -$148K | 0.13% | 159 |
|
|
2014
Q3 | $4.16M | Buy |
79,233
+5,790
| +8% | +$304K | 0.14% | 137 |
|
|
2014
Q2 | $3.71M | Sell |
73,443
-323
| -0.4% | -$16.3K | 0.13% | 155 |
|
|
2014
Q1 | $3.39M | Sell |
73,766
-965
| -1% | -$44.4K | 0.12% | 171 |
|
|
2013
Q4 | $3.68M | Sell |
74,731
-807
| -1% | -$39.8K | 0.14% | 141 |
|
|
2013
Q3 | $3.23M | Buy |
75,538
+1,308
| +2% | +$56K | 0.15% | 143 |
|
|
2013
Q2 | $2.78M | Buy |
+74,230
| New | +$2.78M | 0.13% | 159 |
|