Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,735
| Closed | -$535K | – | 158 |
|
|
2019
Q4 | $535K | Buy |
9,735
+4,907
| +102% | +$270K | 0.18% | 166 |
|
|
2019
Q3 | $276K | Buy |
+4,828
| New | +$276K | 0.09% | 244 |
|
|
2019
Q2 | – | Sell |
-5,133
| Closed | -$258K | – | 393 |
|
|
2019
Q1 | $258K | Buy |
+5,133
| New | +$258K | 0.09% | 308 |
|
|
2018
Q3 | – | Sell |
-6,507
| Closed | -$345K | – | 461 |
|
|
2018
Q2 | $345K | Buy |
+6,507
| New | +$345K | 0.17% | 226 |
|
|
2018
Q1 | – | Sell |
-7,752
| Closed | -$547K | – | 436 |
|
|
2017
Q4 | $547K | Buy |
+7,752
| New | +$547K | 0.48% | 47 |
|
|
2017
Q3 | – | Sell |
-6,906
| Closed | -$442K | – | 355 |
|
|
2017
Q2 | $442K | Buy |
+6,906
| New | +$442K | 0.49% | 65 |
|
|
2016
Q1 | – | Sell |
-18,701
| Closed | -$841K | – | 214 |
|
|
2015
Q4 | $841K | Buy |
18,701
+7,024
| +60% | +$316K | 0.61% | 62 |
|
|
2015
Q3 | $553K | Buy |
+11,677
| New | +$553K | 0.32% | 112 |
|
|
2015
Q1 | – | Sell |
-34,156
| Closed | -$1.77M | – | 288 |
|
|
2014
Q4 | $1.77M | Buy |
+34,156
| New | +$1.77M | 0.84% | 32 |
|
|
2014
Q2 | – | Sell |
-17,199
| Closed | -$791K | – | 304 |
|
|
2014
Q1 | $791K | Sell |
17,199
-34,748
| -67% | -$1.6M | 0.44% | 76 |
|
|
2013
Q4 | $2.56M | Buy |
+51,947
| New | +$2.56M | 1.52% | 7 |
|