Eagle Bay Advisors’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
Q1 | – | Sell |
-40
| Closed | -$3.1K | – | 724 |
|
|
2024
Q4 | $3.1K | Sell |
40
-38
| -49% | -$2.94K | ﹤0.01% | 787 |
|
|
2024
Q3 | $6.7K | Hold |
78
| – | – | ﹤0.01% | 894 |
|
|
2024
Q2 | $6.12K | Hold |
78
| – | – | ﹤0.01% | 661 |
|
|
2024
Q1 | $6.73K | Hold |
78
| – | – | ﹤0.01% | 656 |
|
|
2023
Q4 | $6.14K | Sell |
78
-40
| -34% | -$3.15K | ﹤0.01% | 600 |
|
|
2023
Q3 | $8.5K | Buy |
118
+22
| +23% | +$1.59K | ﹤0.01% | 618 |
|
|
2023
Q2 | $7.28K | Hold |
96
| – | – | ﹤0.01% | 626 |
|
|
2023
Q1 | $7.14K | Sell |
96
-51
| -35% | -$3.79K | ﹤0.01% | 626 |
|
|
2022
Q4 | $12.3K | Buy |
147
+23
| +19% | +$1.93K | 0.01% | 579 |
|
|
2022
Q3 | $9K | Hold |
124
| – | – | 0.01% | 607 |
|
|
2022
Q2 | $8.28K | Buy |
+124
| New | +$8.28K | 0.01% | 659 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 769 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$16K | – | 1175 |
|
|
2021
Q3 | $16K | Buy |
250
+163
| +187% | +$10.4K | 0.01% | 632 |
|
|
2021
Q2 | $6K | Buy |
+87
| New | +$6K | ﹤0.01% | 731 |
|