IFP Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $677K | Sell |
7,974
-209
| -3% | -$17.7K | 0.02% | 722 |
|
|
2025
Q1 | $692K | Sell |
8,183
-1,994
| -20% | -$169K | 0.02% | 659 |
|
|
2024
Q4 | $789K | Buy |
10,177
+1,729
| +20% | +$134K | 0.03% | 586 |
|
|
2024
Q3 | $726K | Sell |
8,448
-1,976
| -19% | -$170K | 0.03% | 568 |
|
|
2024
Q2 | $818K | Buy |
10,424
+3,176
| +44% | +$249K | 0.03% | 497 |
|
|
2024
Q1 | $626K | Buy |
7,248
+339
| +5% | +$29.3K | 0.03% | 546 |
|
|
2023
Q4 | $544K | Buy |
6,909
+99
| +1% | +$7.79K | 0.03% | 559 |
|
|
2023
Q3 | $491K | Sell |
6,810
-75
| -1% | -$5.41K | 0.02% | 596 |
|
|
2023
Q2 | $522K | Buy |
6,885
+981
| +17% | +$74.4K | 0.02% | 632 |
|
|
2023
Q1 | $333K | Sell |
5,904
-4,816
| -45% | -$272K | 0.01% | 737 |
|
|
2022
Q4 | $614K | Sell |
10,720
-1,853
| -15% | -$106K | 0.02% | 804 |
|
|
2022
Q3 | $721K | Buy |
12,573
+346
| +3% | +$19.8K | 0.02% | 760 |
|
|
2022
Q2 | $697K | Hold |
12,227
| – | – | 0.02% | 697 |
|
|
2022
Q1 | $697K | Buy |
12,227
+6,025
| +97% | +$343K | 0.02% | 697 |
|
|
2021
Q4 | $449K | Sell |
6,202
-499
| -7% | -$36.1K | 0.01% | 629 |
|
|
2021
Q3 | $432K | Sell |
6,701
-1,354
| -17% | -$87.3K | 0.01% | 608 |
|
|
2021
Q2 | $505K | Buy |
8,055
+2,285
| +40% | +$143K | 0.01% | 547 |
|
|
2021
Q1 | $345K | Sell |
5,770
-800
| -12% | -$47.8K | 0.01% | 633 |
|
|
2020
Q4 | $326K | Sell |
6,570
-1,065
| -14% | -$52.8K | 0.01% | 636 |
|
|
2020
Q3 | $309K | Sell |
7,635
-5
| -0.1% | -$202 | 0.02% | 564 |
|
|
2020
Q2 | $309K | Sell |
7,640
-301
| -4% | -$12.2K | 0.02% | 532 |
|
|
2020
Q1 | $270K | Buy |
7,941
+1,629
| +26% | +$55.4K | 0.03% | 487 |
|
|
2019
Q4 | $345K | Sell |
6,312
-586
| -8% | -$32K | 0.03% | 510 |
|
|
2019
Q3 | $395K | Buy |
+6,898
| New | +$395K | 0.03% | 552 |
|
|
2019
Q1 | $72K | Sell |
1,430
-3,846
| -73% | -$194K | 0.01% | 820 |
|
|
2018
Q4 | $230K | Buy |
5,276
+678
| +15% | +$29.6K | 0.01% | 807 |
|
|
2018
Q3 | $269K | Sell |
4,598
-980
| -18% | -$57.3K | 0.01% | 921 |
|
|
2018
Q2 | $295K | Sell |
5,578
-10,436
| -65% | -$552K | 0.01% | 882 |
|
|
2018
Q1 | $1.13M | Hold |
16,014
| – | – | 0.05% | 360 |
|
|
2017
Q4 | $1.13M | Sell |
16,014
-1,289
| -7% | -$91K | 0.05% | 358 |
|
|
2017
Q3 | $1.11M | Sell |
17,303
-1,493
| -8% | -$96K | 0.04% | 411 |
|
|
2017
Q2 | $1.2M | Sell |
18,796
-632
| -3% | -$40.5K | 0.05% | 379 |
|
|
2017
Q1 | $1.23M | Buy |
19,428
+868
| +5% | +$54.8K | 0.05% | 373 |
|
|
2016
Q4 | $1.07M | Buy |
18,560
+10,922
| +143% | +$632K | 0.05% | 361 |
|
|
2016
Q3 | $393K | Sell |
7,638
-351
| -4% | -$18.1K | 0.02% | 666 |
|
|
2016
Q2 | $328K | Buy |
7,989
+6,559
| +459% | +$269K | 0.02% | 742 |
|
|
2016
Q1 | $72K | Sell |
1,430
-2,669
| -65% | -$134K | 0.01% | 820 |
|
|
2015
Q4 | $184K | Buy |
+4,099
| New | +$184K | 0.01% | 861 |
|