GoalVest Advisory’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 | $1.77M | Buy |
22,306
+808
| +4% | +$64.2K | 0.44% | 37 |
|
|
2025
Q1 | $1.81M | Buy |
21,498
+3,220
| +18% | +$272K | 0.5% | 37 |
|
|
2024
Q4 | $1.41M | Buy |
18,278
+254
| +1% | +$19.7K | 0.39% | 44 |
|
|
2024
Q3 | $1.55M | Buy |
18,024
+960
| +6% | +$82.5K | 0.45% | 41 |
|
|
2024
Q2 | $1.34M | Sell |
17,064
-643
| -4% | -$50.4K | 0.43% | 41 |
|
|
2024
Q1 | $1.53M | Buy |
17,707
+636
| +4% | +$54.9K | 0.51% | 29 |
|
|
2023
Q4 | $1.34M | Buy |
17,071
+1,156
| +7% | +$90.9K | 0.59% | 19 |
|
|
2023
Q3 | $1.15M | Buy |
15,915
+933
| +6% | +$67.2K | 0.57% | 22 |
|
|
2023
Q2 | $1.14M | Sell |
14,982
-2,718
| -15% | -$206K | 0.59% | 21 |
|
|
2023
Q1 | $1.32M | Buy |
17,700
+1,882
| +12% | +$140K | 0.77% | 26 |
|
|
2022
Q4 | $1.33M | Buy |
15,818
+1,021
| +7% | +$85.7K | 0.86% | 22 |
|
|
2022
Q3 | $1.07M | Buy |
14,797
+2,085
| +16% | +$150K | 0.75% | 32 |
|
|
2022
Q2 | $846K | Buy |
12,712
+12,704
| +158,800% | +$845K | 0.54% | 58 |
|
|
2022
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 355 |
|