Gradient Investments’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,610
| Closed | -$126K | – | 1010 |
|
|
2024
Q2 | $126K | Buy |
1,610
+988
| +159% | +$77.5K | ﹤0.01% | 368 |
|
|
2024
Q1 | $53.7K | Sell |
622
-22
| -3% | -$1.9K | ﹤0.01% | 421 |
|
|
2023
Q4 | $50.6K | Sell |
644
-127
| -16% | -$9.99K | ﹤0.01% | 538 |
|
|
2023
Q3 | $55.6K | Hold |
771
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $58.5K | Buy |
771
+27
| +4% | +$2.05K | ﹤0.01% | 480 |
|
|
2023
Q1 | $55.3K | Sell |
744
-201
| -21% | -$14.9K | ﹤0.01% | 482 |
|
|
2022
Q4 | $79.3K | Buy |
945
+606
| +179% | +$50.9K | ﹤0.01% | 425 |
|
|
2022
Q3 | $24K | Buy |
339
+67
| +25% | +$4.74K | ﹤0.01% | 633 |
|
|
2022
Q2 | $18K | Buy |
272
+134
| +97% | +$8.87K | ﹤0.01% | 669 |
|
|
2022
Q1 | $10K | Hold |
138
| – | – | ﹤0.01% | 778 |
|
|
2021
Q4 | $10K | Hold |
138
| – | – | ﹤0.01% | 796 |
|
|
2021
Q3 | $9K | Hold |
138
| – | – | ﹤0.01% | 789 |
|
|
2021
Q2 | $9K | Buy |
+138
| New | +$9K | ﹤0.01% | 785 |
|
|
2021
Q1 | – | Sell |
-63
| Closed | -$3K | – | 1248 |
|
|
2020
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 899 |
|
|
2020
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 904 |
|
|
2020
Q2 | $3K | Sell |
63
-566
| -90% | -$27K | ﹤0.01% | 842 |
|
|
2020
Q1 | $20K | Sell |
629
-13
| -2% | -$413 | ﹤0.01% | 519 |
|
|
2019
Q4 | $35K | Buy |
642
+629
| +4,838% | +$34.3K | ﹤0.01% | 470 |
|
|
2019
Q3 | $1K | Sell |
13
-136
| -91% | -$10.5K | ﹤0.01% | 1033 |
|
|
2019
Q2 | $9K | Buy |
+149
| New | +$9K | ﹤0.01% | 680 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$1K | – | 1049 |
|
|
2018
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 927 |
|
|
2018
Q2 | $1K | Sell |
13
-870
| -99% | -$66.9K | ﹤0.01% | 918 |
|
|
2018
Q1 | $54K | Sell |
883
-142
| -14% | -$8.68K | ﹤0.01% | 332 |
|
|
2017
Q4 | $72K | Buy |
+1,025
| New | +$72K | ﹤0.01% | 311 |
|
|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 572 |
|
|
2017
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 884 |
|