First Horizon 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
Q2 | $16.7K | Hold |
209
| – | – | ﹤0.01% | 1492 |
|
|
2025
Q1 | $17.7K | Sell |
209
-115
| -35% | -$9.74K | ﹤0.01% | 1375 |
|
|
2024
Q4 | $25.1K | Sell |
324
-3
| -0.9% | -$233 | ﹤0.01% | 1243 |
|
|
2024
Q3 | $28.1K | Buy |
327
+39
| +14% | +$3.35K | ﹤0.01% | 1237 |
|
|
2024
Q2 | $22.6K | Buy |
288
+6
| +2% | +$471 | ﹤0.01% | 1234 |
|
|
2024
Q1 | $24.3K | Sell |
282
-60
| -18% | -$5.18K | ﹤0.01% | 1274 |
|
|
2023
Q4 | $26.9K | Sell |
342
-106
| -24% | -$8.34K | ﹤0.01% | 1214 |
|
|
2023
Q3 | $32.3K | Buy |
448
+3
| +0.7% | +$216 | ﹤0.01% | 1060 |
|
|
2023
Q2 | $33.8K | Sell |
445
-346
| -44% | -$26.3K | ﹤0.01% | 1056 |
|
|
2023
Q1 | $58.8K | Sell |
791
-1,211
| -60% | -$90K | ﹤0.01% | 819 |
|
|
2022
Q4 | $168K | Sell |
2,002
-136
| -6% | -$11.4K | 0.01% | 490 |
|
|
2022
Q3 | $154K | Buy |
2,138
+1,405
| +192% | +$101K | 0.01% | 502 |
|
|
2022
Q2 | $49K | Buy |
733
+20
| +3% | +$1.34K | ﹤0.01% | 939 |
|
|
2022
Q1 | $52K | Buy |
713
+98
| +16% | +$7.15K | ﹤0.01% | 635 |
|
|
2021
Q4 | $44K | Hold |
615
| – | – | ﹤0.01% | 969 |
|
|
2021
Q3 | $40K | Buy |
615
+192
| +45% | +$12.5K | ﹤0.01% | 1000 |
|
|
2021
Q2 | $27K | Hold |
423
| – | – | ﹤0.01% | 1007 |
|
|
2021
Q1 | $25K | Hold |
423
| – | – | ﹤0.01% | 998 |
|
|
2020
Q4 | $21K | Sell |
423
-101
| -19% | -$5.01K | ﹤0.01% | 882 |
|
|
2020
Q3 | $21K | Buy |
524
+1
| +0.2% | +$40 | ﹤0.01% | 806 |
|
|
2020
Q2 | $21K | Buy |
523
+4
| +0.8% | +$161 | ﹤0.01% | 789 |
|
|
2020
Q1 | $16K | Buy |
519
+1
| +0.2% | +$31 | ﹤0.01% | 816 |
|
|
2019
Q4 | $28K | Buy |
518
+1
| +0.2% | +$54 | ﹤0.01% | 750 |
|
|
2019
Q3 | $29K | Sell |
517
-4
| -0.8% | -$224 | ﹤0.01% | 725 |
|
|
2019
Q2 | $29K | Sell |
521
-4
| -0.8% | -$223 | ﹤0.01% | 740 |
|
|
2019
Q1 | $26K | Buy |
525
+415
| +377% | +$20.6K | ﹤0.01% | 734 |
|
|
2018
Q4 | $4K | Sell |
110
-13
| -11% | -$473 | ﹤0.01% | 1292 |
|
|
2018
Q3 | $6K | Sell |
123
-800
| -87% | -$39K | ﹤0.01% | 1260 |
|
|
2018
Q2 | $48K | Sell |
923
-8
| -0.9% | -$416 | ﹤0.01% | 583 |
|
|
2018
Q1 | $56K | Sell |
931
-61
| -6% | -$3.67K | 0.01% | 478 |
|
|
2017
Q4 | $69K | Sell |
992
-40
| -4% | -$2.78K | 0.01% | 460 |
|
|
2017
Q3 | $65K | Hold |
1,032
| – | – | 0.01% | 456 |
|
|
2017
Q2 | $66K | Buy |
1,032
+1
| +0.1% | +$64 | 0.01% | 437 |
|
|
2017
Q1 | $64K | Buy |
1,031
+231
| +29% | +$14.3K | 0.01% | 469 |
|
|
2016
Q4 | $41K | Hold |
800
| – | – | 0.01% | 584 |
|
|
2016
Q3 | $41K | Hold |
800
| – | – | 0.01% | 578 |
|
|
2016
Q2 | $33K | Hold |
800
| – | – | ﹤0.01% | 621 |
|
|
2016
Q1 | $32K | Sell |
800
-39
| -5% | -$1.56K | ﹤0.01% | 664 |
|
|
2015
Q4 | $37K | Hold |
839
| – | – | 0.01% | 546 |
|
|
2015
Q3 | $39K | Buy |
839
+39
| +5% | +$1.81K | 0.01% | 585 |
|
|
2015
Q2 | $41K | Hold |
800
| – | – | 0.01% | 595 |
|
|
2015
Q1 | $41K | Hold |
800
| – | – | 0.01% | 609 |
|
|
2014
Q4 | $42K | Hold |
800
| – | – | 0.01% | 593 |
|
|
2014
Q3 | $42K | Hold |
800
| – | – | 0.01% | 574 |
|
|
2014
Q2 | $40K | Hold |
800
| – | – | 0.01% | 613 |
|
|
2014
Q1 | $37K | Hold |
800
| – | – | 0.01% | 585 |
|
|
2013
Q4 | $39K | Hold |
800
| – | – | 0.01% | 535 |
|
|
2013
Q3 | $34K | Buy |
+800
| New | +$34K | 0.01% | 526 |
|