GCA
Greenwood Capital Associates’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
16,948
-1,740
| -9% | -$138K | 0.17% | 116 |
|
|
2025
Q1 | $1.58M | Buy |
18,688
+1,110
| +6% | +$93.7K | 0.21% | 102 |
|
|
2024
Q4 | $1.36M | Buy |
17,578
+219
| +1% | +$17K | 0.18% | 108 |
|
|
2024
Q3 | $1.49M | Buy |
17,359
+422
| +2% | +$36.3K | 0.19% | 98 |
|
|
2024
Q2 | $1.33M | Sell |
16,937
-118
| -0.7% | -$9.26K | 0.17% | 116 |
|
|
2024
Q1 | $1.47M | Sell |
17,055
-13
| -0.1% | -$1.12K | 0.2% | 106 |
|
|
2023
Q4 | $1.34M | Buy |
17,068
+116
| +0.7% | +$9.13K | 0.17% | 107 |
|
|
2023
Q3 | $1.22M | Buy |
16,952
+597
| +4% | +$43K | 0.18% | 107 |
|
|
2023
Q2 | $1.24M | Sell |
16,355
-216
| -1% | -$16.4K | 0.17% | 105 |
|
|
2023
Q1 | $1.23M | Buy |
16,571
+2,497
| +18% | +$186K | 0.18% | 112 |
|
|
2022
Q4 | $1.18M | Sell |
14,074
-7,898
| -36% | -$663K | 0.19% | 96 |
|
|
2022
Q3 | $1.59M | Buy |
21,972
+1,040
| +5% | +$75K | 0.27% | 82 |
|
|
2022
Q2 | $1.4M | Buy |
20,932
+1,037
| +5% | +$69.3K | 0.22% | 83 |
|
|
2022
Q1 | $1.46M | Buy |
19,895
+7,230
| +57% | +$531K | 0.38% | 45 |
|
|
2021
Q4 | $916K | Buy |
12,665
+2,363
| +23% | +$171K | 0.13% | 134 |
|
|
2021
Q3 | $663K | Buy |
10,302
+1,115
| +12% | +$71.8K | 0.1% | 158 |
|
|
2021
Q2 | $581K | Buy |
9,187
+1,799
| +24% | +$114K | 0.09% | 172 |
|
|
2021
Q1 | $443K | Buy |
+7,388
| New | +$443K | 0.07% | 179 |
|
|
2015
Q1 | – | Sell |
-4,380
| Closed | -$227K | – | 169 |
|
|
2014
Q4 | $227K | Buy |
4,380
+50
| +1% | +$2.59K | 0.07% | 135 |
|
|
2014
Q3 | $227K | Buy |
4,330
+5
| +0.1% | +$262 | 0.07% | 116 |
|
|
2014
Q2 | $218K | Buy |
+4,325
| New | +$218K | 0.07% | 123 |
|