IAA
Independent Advisor Alliance’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
5,018
+12
| +0.2% | +$953 | 0.01% | 656 |
|
|
2025
Q1 | $422K | Buy |
5,006
+433
| +9% | +$36.5K | 0.01% | 572 |
|
|
2024
Q4 | $354K | Buy |
4,573
+742
| +19% | +$57.4K | ﹤0.01% | 1069 |
|
|
2024
Q3 | $329K | Sell |
3,831
-5,194
| -58% | -$446K | 0.01% | 540 |
|
|
2024
Q2 | $708K | Buy |
9,025
+2,656
| +42% | +$208K | 0.02% | 390 |
|
|
2024
Q1 | $550K | Buy |
6,369
+1,239
| +24% | +$107K | 0.02% | 435 |
|
|
2023
Q4 | $404K | Buy |
5,130
+524
| +11% | +$41.2K | 0.01% | 478 |
|
|
2023
Q3 | $332K | Sell |
4,606
-31
| -0.7% | -$2.23K | 0.02% | 496 |
|
|
2023
Q2 | $352K | Buy |
4,637
+83
| +2% | +$6.3K | 0.02% | 500 |
|
|
2023
Q1 | $338K | Buy |
+4,554
| New | +$338K | 0.02% | 490 |
|
|
2022
Q4 | – | Sell |
-4,076
| Closed | -$294K | – | 576 |
|
|
2022
Q3 | $294K | Sell |
4,076
-346
| -8% | -$25K | 0.02% | 484 |
|
|
2022
Q2 | $295K | Sell |
4,422
-1,099
| -20% | -$73.3K | 0.02% | 489 |
|
|
2022
Q1 | $405K | Sell |
5,521
-4,868
| -47% | -$357K | 0.02% | 446 |
|
|
2021
Q4 | $751K | Buy |
10,389
+1,687
| +19% | +$122K | 0.04% | 316 |
|
|
2021
Q3 | $560K | Buy |
8,702
+459
| +6% | +$29.5K | 0.03% | 354 |
|
|
2021
Q2 | $521K | Sell |
8,243
-113
| -1% | -$7.14K | 0.03% | 387 |
|
|
2021
Q1 | $501K | Buy |
8,356
+232
| +3% | +$13.9K | 0.03% | 375 |
|
|
2020
Q4 | $403K | Buy |
+8,124
| New | +$403K | 0.03% | 384 |
|
|
2018
Q4 | – | Sell |
-7,156
| Closed | -$300K | – | 437 |
|
|
2018
Q3 | $300K | Sell |
7,156
-714
| -9% | -$29.9K | 0.05% | 253 |
|
|
2018
Q2 | $289K | Buy |
7,870
+1,671
| +27% | +$61.4K | 0.06% | 245 |
|
|
2018
Q1 | $368K | Buy |
6,199
+89
| +1% | +$5.28K | 0.08% | 224 |
|
|
2017
Q4 | $441K | Buy |
6,110
+52
| +0.9% | +$3.75K | 0.1% | 192 |
|
|
2017
Q3 | $403K | Sell |
6,058
-446
| -7% | -$29.7K | 0.11% | 167 |
|
|
2017
Q2 | $425K | Buy |
6,504
+264
| +4% | +$17.3K | 0.14% | 163 |
|
|
2017
Q1 | $388K | Buy |
6,240
+82
| +1% | +$5.1K | 0.06% | 258 |
|
|
2016
Q4 | $359K | Buy |
+6,158
| New | +$359K | 0.15% | 128 |
|