J.W. Cole Advisors’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 | $527K | Buy |
6,635
+492
| +8% | +$39.1K | 0.01% | 896 |
|
|
2025
Q1 | $518K | Buy |
+6,143
| New | +$518K | 0.02% | 756 |
|
|
2024
Q2 | – | Sell |
-3,126
| Closed | -$270K | – | 932 |
|
|
2024
Q1 | $270K | Buy |
3,126
+107
| +4% | +$9.24K | 0.01% | 729 |
|
|
2023
Q4 | $238K | Buy |
3,019
+84
| +3% | +$6.61K | 0.01% | 713 |
|
|
2023
Q3 | $212K | Buy |
2,935
+138
| +5% | +$9.95K | 0.02% | 669 |
|
|
2023
Q2 | $212K | Buy |
2,797
+17
| +0.6% | +$1.29K | 0.02% | 690 |
|
|
2023
Q1 | $207K | Buy |
2,780
+3
| +0.1% | +$223 | 0.01% | 721 |
|
|
2022
Q4 | $233K | Buy |
2,777
+2
| +0.1% | +$168 | 0.02% | 641 |
|
|
2022
Q3 | $200K | Buy |
+2,775
| New | +$200K | 0.02% | 675 |
|
|
2022
Q2 | – | Sell |
-2,804
| Closed | -$206K | – | 786 |
|
|
2022
Q1 | $206K | Buy |
+2,804
| New | +$206K | 0.01% | 745 |
|