JNBA Financial Advisors’s Principal Financial Group PFG Stock Holding History

JNBA Financial Advisors’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	$114K	Hold	1,432	–	–	0.01%	209
2025 Q1	$121K	Sell	1,432 -100	-7%	-$8.44K	0.01%	205
2024 Q4	$119K	Hold	1,532	–	–	0.01%	202
2024 Q3	$132K	Hold	1,532	–	–	0.01%	205
2024 Q2	$120K	Hold	1,532	–	–	0.01%	213
2024 Q1	$132K	Hold	1,532	–	–	0.01%	212
2023 Q4	$121K	Hold	1,532	–	–	0.01%	216
2023 Q3	$110K	Hold	1,532	–	–	0.01%	217
2023 Q2	$116K	Hold	1,532	–	–	0.01%	215
2023 Q1	$114K	Hold	1,532	–	–	0.01%	221
2022 Q4	$129K	Sell	1,532 -36	-2%	-$3.02K	0.02%	212
2022 Q3	$113K	Hold	1,568	–	–	0.02%	215
2022 Q2	$105K	Buy	1,568 +375	+31%	+$25.1K	0.02%	217
2022 Q1	$88K	Hold	1,193	–	–	0.01%	236
2021 Q4	$86K	Hold	1,193	–	–	0.01%	250
2021 Q3	$77K	Hold	1,193	–	–	0.01%	251
2021 Q2	$75K	Hold	1,193	–	–	0.01%	250
2021 Q1	$72K	Buy	1,193 +262	+28%	+$15.8K	0.01%	252
2020 Q4	$46K	Hold	931	–	–	0.01%	265
2020 Q3	$37K	Sell	931 -525	-36%	-$20.9K	0.01%	273
2020 Q2	$60K	Hold	1,456	–	–	0.01%	222
2020 Q1	$46K	Hold	1,456	–	–	0.01%	228
2019 Q4	$80K	Hold	1,456	–	–	0.02%	200
2019 Q3	$83K	Buy	1,456 +1,186	+439%	+$67.6K	0.02%	184
2019 Q2	$16K	Hold	270	–	–	﹤0.01%	380
2019 Q1	$14K	Hold	270	–	–	﹤0.01%	372
2018 Q4	$12K	Buy	+270	New	+$12K	﹤0.01%	360
2018 Q3	–	Sell	-270	Closed	-$14K	–	645
2018 Q2	$14K	Hold	270	–	–	﹤0.01%	362
2018 Q1	$16K	Hold	270	–	–	﹤0.01%	332
2017 Q4	$19K	Hold	270	–	–	﹤0.01%	317
2017 Q3	$17K	Hold	270	–	–	﹤0.01%	315
2017 Q2	$17K	Hold	270	–	–	﹤0.01%	311
2017 Q1	$17K	Hold	270	–	–	﹤0.01%	311
2016 Q4	$16K	Sell	270 -6,034	-96%	-$358K	﹤0.01%	322
2016 Q3	$325K	Buy	6,304 +5,807	+1,168%	+$299K	0.05%	152
2016 Q2	$20K	Hold	497	–	–	0.01%	292
2016 Q1	$20K	Buy	497 +108	+28%	+$4.35K	0.01%	287
2015 Q4	$17K	Buy	389 +119	+44%	+$5.2K	0.01%	299
2015 Q3	$13K	Sell	270 -135	-33%	-$6.5K	0.01%	324
2015 Q2	$21K	Buy	+405	New	+$21K	0.01%	276