HBK Sorce 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 | $208K | Sell |
2,622
-83
| -3% | -$6.59K | 0.01% | 537 |
|
|
2025
Q1 | $228K | Sell |
2,705
-27
| -1% | -$2.28K | 0.01% | 508 |
|
|
2024
Q4 | $211K | Sell |
2,732
-788
| -22% | -$61K | 0.01% | 527 |
|
|
2024
Q3 | $302K | Sell |
3,520
-40
| -1% | -$3.44K | 0.01% | 450 |
|
|
2024
Q2 | $279K | Buy |
3,560
+98
| +3% | +$7.69K | 0.01% | 459 |
|
|
2024
Q1 | $299K | Buy |
3,462
+106
| +3% | +$9.15K | 0.01% | 451 |
|
|
2023
Q4 | $264K | Sell |
3,356
-789
| -19% | -$62.1K | 0.01% | 442 |
|
|
2023
Q3 | $299K | Sell |
4,145
-8
| -0.2% | -$576 | 0.01% | 420 |
|
|
2023
Q2 | $315K | Buy |
4,153
+140
| +3% | +$10.6K | 0.01% | 426 |
|
|
2023
Q1 | $298K | Sell |
4,013
-1,875
| -32% | -$139K | 0.01% | 432 |
|
|
2022
Q4 | $494K | Buy |
5,888
+3,036
| +106% | +$255K | 0.01% | 415 |
|
|
2022
Q3 | $206K | Buy |
+2,852
| New | +$206K | 0.01% | 449 |
|