Hoertkorn Richard Charles’s Principal Financial Group PFG Stock Holding History

Hoertkorn Richard Charles’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.6K	Hold	272	–	–	0.01%	61
2025 Q1	$22.9K	Hold	272	–	–	0.01%	62
2024 Q4	$21.1K	Hold	272	–	–	0.01%	65
2024 Q3	$23.4K	Hold	272	–	–	0.01%	64
2024 Q2	$21.3K	Hold	272	–	–	0.01%	64
2024 Q1	$23.5K	Hold	272	–	–	0.01%	62
2023 Q4	$21.4K	Hold	272	–	–	0.01%	63
2023 Q3	$19.6K	Hold	272	–	–	0.01%	63
2023 Q2	$20.6K	Hold	272	–	–	0.01%	64
2023 Q1	$20.2K	Hold	272	–	–	0.01%	65
2022 Q4	$22.8K	Hold	272	–	–	0.01%	63
2022 Q3	$20K	Hold	272	–	–	0.01%	62
2022 Q2	$18K	Hold	272	–	–	0.01%	63
2022 Q1	$20K	Hold	272	–	–	0.01%	65
2021 Q4	$20K	Hold	272	–	–	0.01%	68
2021 Q3	$18K	Hold	272	–	–	0.01%	70
2021 Q2	$17K	Hold	272	–	–	0.01%	69
2021 Q1	$16K	Hold	272	–	–	0.01%	72
2020 Q4	$14K	Hold	272	–	–	0.01%	70
2020 Q3	$11K	Hold	272	–	–	0.01%	72
2020 Q2	$11K	Hold	272	–	–	0.01%	70
2020 Q1	$9K	Hold	272	–	–	0.01%	71
2019 Q4	$15K	Hold	272	–	–	0.01%	70
2019 Q3	$16K	Hold	272	–	–	0.01%	73
2019 Q2	$16K	Hold	272	–	–	0.01%	70
2019 Q1	$14K	Hold	272	–	–	0.01%	76
2018 Q4	$12K	Hold	272	–	–	0.01%	76
2018 Q3	$16K	Hold	272	–	–	0.01%	79
2018 Q2	$14K	Hold	272	–	–	0.01%	81
2018 Q1	$17K	Hold	272	–	–	0.01%	78
2017 Q4	$19K	Hold	272	–	–	0.01%	82
2017 Q3	$17K	Hold	272	–	–	0.01%	80
2017 Q2	$17K	Hold	272	–	–	0.01%	77
2017 Q1	$17K	Hold	272	–	–	0.01%	76
2016 Q4	$16K	Hold	272	–	–	0.01%	79
2016 Q3	$14K	Hold	272	–	–	0.01%	80
2016 Q2	$11K	Hold	272	–	–	0.01%	84
2016 Q1	$11K	Hold	272	–	–	0.01%	84
2015 Q4	$12K	Hold	272	–	–	0.01%	88
2015 Q3	$13K	Sell	272 -176	-39%	-$8.41K	0.01%	85
2015 Q2	$23K	Hold	448	–	–	0.02%	79
2015 Q1	$23K	Hold	448	–	–	0.02%	79
2014 Q4	$23K	Hold	448	–	–	0.02%	80
2014 Q3	$24K	Hold	448	–	–	0.02%	75
2014 Q2	$23K	Hold	448	–	–	0.02%	76
2014 Q1	$21K	Hold	448	–	–	0.02%	75
2013 Q4	$22K	Buy	+448	New	+$22K	0.02%	78