First Allied Advisory Services’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.96M | Buy |
+48,650
| New | +$1.96M | 0.07% | 299 |
|
|
2020
Q1 | – | Sell |
-6,319
| Closed | -$353K | – | 1186 |
|
|
2019
Q4 | $353K | Buy |
6,319
+342
| +6% | +$19.1K | 0.01% | 855 |
|
|
2019
Q3 | $347K | Sell |
5,977
-773
| -11% | -$44.9K | 0.01% | 824 |
|
|
2019
Q2 | $391K | Buy |
6,750
+2,047
| +44% | +$119K | 0.01% | 779 |
|
|
2019
Q1 | $241K | Buy |
+4,703
| New | +$241K | 0.01% | 976 |
|
|
2018
Q4 | – | Sell |
-92,466
| Closed | -$5.49M | – | 1149 |
|
|
2018
Q3 | $5.49M | Sell |
92,466
-35
| -0% | -$2.08K | 0.19% | 140 |
|
|
2018
Q2 | $4.92M | Buy |
92,501
+87,357
| +1,698% | +$4.64M | 0.19% | 139 |
|
|
2018
Q1 | $317K | Sell |
5,144
-1,767
| -26% | -$109K | 0.01% | 844 |
|
|
2017
Q4 | $488K | Sell |
6,911
-266
| -4% | -$18.8K | 0.02% | 663 |
|
|
2017
Q3 | $463K | Buy |
7,177
+292
| +4% | +$18.8K | 0.02% | 646 |
|
|
2017
Q2 | $445K | Sell |
6,885
-1,246
| -15% | -$80.5K | 0.02% | 660 |
|
|
2017
Q1 | $514K | Buy |
8,131
+1,715
| +27% | +$108K | 0.03% | 580 |
|
|
2016
Q4 | $371K | Buy |
+6,416
| New | +$371K | 0.02% | 700 |
|
|
2016
Q1 | – | Sell |
-6,560
| Closed | -$296K | – | 1091 |
|
|
2015
Q4 | $296K | Buy |
6,560
+594
| +10% | +$26.8K | 0.02% | 780 |
|
|
2015
Q3 | $282K | Buy |
5,966
+1,121
| +23% | +$53K | 0.02% | 768 |
|
|
2015
Q2 | $246K | Buy |
+4,845
| New | +$246K | 0.01% | 912 |
|