HAG
HighPoint Advisor Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Sell |
9,221
-389
| -4% | -$30.9K | 0.04% | 299 |
|
|
2025
Q1 | $717K | Sell |
9,610
-168
| -2% | -$12.5K | 0.04% | 290 |
|
|
2024
Q4 | $836K | Buy |
9,778
+203
| +2% | +$17.3K | 0.05% | 267 |
|
|
2024
Q3 | $787K | Buy |
9,575
+689
| +8% | +$56.6K | 0.05% | 270 |
|
|
2024
Q2 | $727K | Buy |
8,886
+77
| +0.9% | +$6.3K | 0.04% | 282 |
|
|
2024
Q1 | $739K | Buy |
8,809
+312
| +4% | +$26.2K | 0.05% | 273 |
|
|
2023
Q4 | $718K | Buy |
+8,497
| New | +$718K | 0.05% | 274 |
|
|
2022
Q2 | $478K | Buy |
+7,204
| New | +$478K | 0.05% | 298 |
|
|
2021
Q3 | $439K | Sell |
6,822
-727
| -10% | -$46.8K | 0.04% | 331 |
|
|
2021
Q2 | $477K | Buy |
7,549
+543
| +8% | +$34.3K | 0.05% | 311 |
|
|
2021
Q1 | $434K | Buy |
7,006
+60
| +0.9% | +$3.72K | 0.05% | 304 |
|
|
2020
Q4 | $378K | Buy |
+6,946
| New | +$378K | 0.05% | 310 |
|
|
2020
Q1 | – | Sell |
-3,719
| Closed | -$206K | – | 384 |
|
|
2019
Q4 | $206K | Buy |
3,719
+50
| +1% | +$2.77K | 0.04% | 331 |
|
|
2019
Q3 | $202K | Buy |
3,669
+1
| +0% | +$55 | 0.04% | 314 |
|
|
2019
Q2 | $215K | Sell |
3,668
-139
| -4% | -$8.15K | 0.05% | 297 |
|
|
2019
Q1 | $214K | Buy |
+3,807
| New | +$214K | 0.05% | 300 |
|