Eads & Heald Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,326
| Closed | -$201K | – | 147 |
|
|
2024
Q1 | $201K | Buy |
+2,326
| New | +$187K | 0.09% | 141 |
|
|
2023
Q1 | – | Sell |
-3,321
| Closed | -$279K | – | 147 |
|
|
2022
Q4 | $279K | Sell |
3,321
-840
| -20% | -$72.1K | 0.14% | 132 |
|
|
2022
Q3 | $300K | Sell |
4,161
-65
| -2% | -$4.67K | 0.17% | 125 |
|
|
2022
Q2 | $282K | Sell |
4,226
-305
| -7% | -$21.5K | 0.15% | 133 |
|
|
2022
Q1 | $333K | Hold |
4,531
| – | – | 0.15% | 124 |
|
|
2021
Q4 | $328K | Sell |
4,531
-30
| -0.7% | -$2.09K | 0.14% | 126 |
|
|
2021
Q3 | $294K | Buy |
4,561
+1,260
| +38% | +$80.9K | 0.14% | 127 |
|
|
2021
Q2 | $209K | Sell |
3,301
-69
| -2% | -$4.41K | 0.1% | 135 |
|
|
2021
Q1 | $202K | Buy |
+3,370
| New | +$188K | 0.1% | 135 |
|
|
2020
Q4 | – | Sell |
-5,813
| Closed | -$234K | – | 134 |
|
|
2020
Q3 | $234K | Sell |
5,813
-1,253
| -18% | -$53.4K | 0.14% | 120 |
|
|
2020
Q2 | $294K | Sell |
7,066
-1,605
| -19% | -$58.6K | 0.18% | 114 |
|
|
2020
Q1 | $272K | Sell |
8,671
-1,895
| -18% | -$89.7K | 0.19% | 112 |
|
|
2019
Q4 | $581K | Sell |
10,566
-1,895
| -15% | -$104K | 0.31% | 105 |
|
|
2019
Q3 | $712K | Sell |
12,461
-325
| -3% | -$18.3K | 0.4% | 95 |
|
|
2019
Q2 | $741K | Sell |
12,786
-547
| -4% | -$30.1K | 0.42% | 94 |
|
|
2019
Q1 | $669K | Buy |
13,333
+678
| +5% | +$33.6K | 0.39% | 97 |
|
|
2018
Q4 | $559K | Sell |
12,655
-940
| -7% | -$46.3K | 0.37% | 98 |
|
|
2018
Q3 | $797K | Buy |
13,595
+732
| +6% | +$40.8K | 0.46% | 88 |
|
|
2018
Q2 | $681K | Sell |
12,863
-80
| -0.6% | -$4.65K | 0.42% | 93 |
|
|
2018
Q1 | $788K | Sell |
12,943
-475
| -4% | -$31.3K | 0.5% | 85 |
|
|
2017
Q4 | $947K | Sell |
13,418
-2
| -0% | -$138 | 0.56% | 85 |
|
|
2017
Q3 | $863K | Buy |
13,420
+205
| +2% | +$13.2K | 0.54% | 86 |
|
|
2017
Q2 | $847K | Buy |
13,215
+96
| +0.7% | +$6.09K | 0.54% | 86 |
|
|
2017
Q1 | $828K | Buy |
13,119
+5,575
| +74% | +$340K | 0.53% | 84 |
|
|
2016
Q4 | $436K | Buy |
7,544
+514
| +7% | +$28.8K | 0.3% | 106 |
|
|
2016
Q3 | $362K | Buy |
7,030
+10
| +0.1% | +$468 | 0.25% | 109 |
|
|
2016
Q2 | $289K | Sell |
7,020
-445
| -6% | -$18.8K | 0.2% | 116 |
|
|
2016
Q1 | $294K | Buy |
7,465
+30
| +0.4% | +$1.15K | 0.2% | 117 |
|
|
2015
Q4 | $334K | Buy |
+7,435
| New | +$363K | 0.23% | 116 |
|
Other funds holding PFG
NLI
Eads & Heald Wealth Management's PFG Position: Q2 2024 in Review
Eads & Heald Wealth Management sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 2,326 shares — an estimated $201K sold.
Eads & Heald Wealth Management first reported a position in PFG in Q4 2015 and held it in 29 quarters. The position peaked at $947K in Q4 2017. 794 funds tracked by Wall St. Rank hold PFG as of Q2 2024.
- Eads & Heald Wealth Management reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
- Eads & Heald Wealth Management sold 2,326 Principal Financial Group shares in Q2 2024, an estimated $201K.
- Eads & Heald Wealth Management first reported a position in Principal Financial Group in Q4 2015 and held it in 29 quarters.
- Eads & Heald Wealth Management's Principal Financial Group position peaked at $947K in Q4 2017.
- 794 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.
Based on Eads & Heald Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.