DF
Donoghue Forlines’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
19,254
+1,518
| +9% | +$121K | 0.44% | 70 |
|
|
2025
Q1 | $1.5M | Buy |
+17,736
| New | +$1.5M | 0.47% | 77 |
|
|
2023
Q3 | – | Sell |
-5,859
| Closed | -$444K | – | 272 |
|
|
2023
Q2 | $444K | Sell |
5,859
-13,522
| -70% | -$1.03M | 0.14% | 145 |
|
|
2023
Q1 | $1.44M | Sell |
19,381
-6,590
| -25% | -$490K | 0.52% | 37 |
|
|
2022
Q4 | $2.18M | Buy |
25,971
+10,561
| +69% | +$886K | 0.77% | 22 |
|
|
2022
Q3 | $1.11M | Buy |
+15,410
| New | +$1.11M | 0.4% | 26 |
|
|
2020
Q4 | – | Sell |
-28,666
| Closed | -$1.15M | – | 284 |
|
|
2020
Q3 | $1.15M | Buy |
+28,666
| New | +$1.15M | 0.32% | 96 |
|
|
2020
Q2 | – | Sell |
-20,955
| Closed | -$657K | – | 95 |
|
|
2020
Q1 | $657K | Sell |
20,955
-39,772
| -65% | -$1.25M | 0.15% | 49 |
|
|
2019
Q4 | $3.34M | Sell |
60,727
-15,551
| -20% | -$855K | 0.52% | 46 |
|
|
2019
Q3 | $4.36M | Sell |
76,278
-37,174
| -33% | -$2.12M | 0.62% | 41 |
|
|
2019
Q2 | $6.57M | Buy |
+113,452
| New | +$6.57M | 0.77% | 44 |
|
|
2018
Q4 | – | Sell |
-236,883
| Closed | -$13.9M | – | 118 |
|
|
2018
Q3 | $13.9M | Sell |
236,883
-50,781
| -18% | -$2.98M | 1.08% | 28 |
|
|
2018
Q2 | $15.2M | Buy |
+287,664
| New | +$15.2M | 1.26% | 47 |
|