JFS Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.5K | Sell |
1,228
-116
| -9% | -$9.21K | 0.01% | 373 |
|
|
2025
Q1 | $113K | Buy |
1,344
+6
| +0.4% | +$506 | 0.01% | 358 |
|
|
2024
Q4 | $104K | Sell |
1,338
-26
| -2% | -$2.01K | 0.01% | 360 |
|
|
2024
Q3 | $117K | Buy |
1,364
+4
| +0.3% | +$344 | 0.01% | 344 |
|
|
2024
Q2 | $107K | Buy |
1,360
+24
| +2% | +$1.88K | 0.01% | 299 |
|
|
2024
Q1 | $115K | Sell |
1,336
-12
| -0.9% | -$1.04K | 0.01% | 302 |
|
|
2023
Q4 | $106K | Sell |
1,348
-11
| -0.8% | -$865 | 0.01% | 296 |
|
|
2023
Q3 | $97.9K | Buy |
1,359
+43
| +3% | +$3.1K | 0.01% | 281 |
|
|
2023
Q2 | $99.8K | Buy |
1,316
+7
| +0.5% | +$531 | 0.01% | 277 |
|
|
2023
Q1 | $97.3K | Sell |
1,309
-43
| -3% | -$3.2K | 0.01% | 280 |
|
|
2022
Q4 | $113K | Buy |
1,352
+7
| +0.5% | +$587 | 0.01% | 261 |
|
|
2022
Q3 | $97K | Buy |
1,345
+44
| +3% | +$3.17K | 0.01% | 288 |
|
|
2022
Q2 | $87K | Sell |
1,301
-8
| -0.6% | -$535 | 0.01% | 299 |
|
|
2022
Q1 | $96K | Buy |
1,309
+66
| +5% | +$4.84K | 0.01% | 310 |
|
|
2021
Q4 | $90K | Buy |
1,243
+1,143
| +1,143% | +$82.8K | 0.01% | 325 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 704 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 487 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 458 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 465 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 447 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 417 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 395 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
|
2019
Q1 | $5K | Sell |
100
-40
| -29% | -$2K | ﹤0.01% | 393 |
|
|
2018
Q4 | $6K | Sell |
140
-140
| -50% | -$6K | ﹤0.01% | 378 |
|
|
2018
Q3 | $16K | Sell |
280
-42
| -13% | -$2.4K | ﹤0.01% | 348 |
|
|
2018
Q2 | $17K | Hold |
322
| – | – | ﹤0.01% | 327 |
|
|
2018
Q1 | $20K | Sell |
322
-81
| -20% | -$5.03K | 0.01% | 317 |
|
|
2017
Q4 | $28K | Hold |
403
| – | – | 0.01% | 294 |
|
|
2017
Q3 | $26K | Hold |
403
| – | – | 0.01% | 292 |
|
|
2017
Q2 | $26K | Hold |
403
| – | – | 0.01% | 277 |
|
|
2017
Q1 | $23K | Hold |
403
| – | – | 0.01% | 292 |
|
|
2016
Q4 | $23K | Hold |
403
| – | – | 0.01% | 292 |
|
|
2016
Q3 | $21K | Hold |
403
| – | – | 0.01% | 318 |
|
|
2016
Q2 | $17K | Hold |
403
| – | – | ﹤0.01% | 347 |
|
|
2016
Q1 | $16K | Hold |
403
| – | – | ﹤0.01% | 348 |
|
|
2015
Q4 | $18K | Hold |
403
| – | – | 0.01% | 334 |
|
|
2015
Q3 | $19K | Hold |
403
| – | – | 0.01% | 280 |
|
|
2015
Q2 | $21K | Hold |
403
| – | – | 0.01% | 275 |
|
|
2015
Q1 | $21K | Hold |
403
| – | – | 0.01% | 275 |
|
|
2014
Q4 | $21K | Buy |
403
+282
| +233% | +$14.7K | ﹤0.01% | 283 |
|
|
2014
Q3 | $6K | Hold |
121
| – | – | ﹤0.01% | 372 |
|
|
2014
Q2 | $6K | Buy |
+121
| New | +$6K | ﹤0.01% | 362 |
|