JT Stratford LLC’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,164
| Closed | -$228K | – | 258 |
|
|
2023
Q3 | $228K | Sell |
3,164
-1,849
| -37% | -$133K | 0.06% | 216 |
|
|
2023
Q2 | $380K | Sell |
5,013
-1,697
| -25% | -$129K | 0.1% | 181 |
|
|
2023
Q1 | $499K | Buy |
6,710
+2,316
| +53% | +$172K | 0.14% | 151 |
|
|
2022
Q4 | $369K | Buy |
4,394
+276
| +7% | +$23.2K | 0.12% | 167 |
|
|
2022
Q3 | $297K | Sell |
4,118
-361
| -8% | -$26K | 0.11% | 161 |
|
|
2022
Q2 | $299K | Sell |
4,479
-983
| -18% | -$65.6K | 0.09% | 174 |
|
|
2022
Q1 | $401K | Sell |
5,462
-952
| -15% | -$69.9K | 0.12% | 145 |
|
|
2021
Q4 | $464K | Sell |
6,414
-192
| -3% | -$13.9K | 0.13% | 144 |
|
|
2021
Q3 | $425K | Hold |
6,606
| – | – | 0.13% | 134 |
|
|
2021
Q2 | $417K | Sell |
6,606
-76
| -1% | -$4.8K | 0.13% | 143 |
|
|
2021
Q1 | $401K | Buy |
6,682
+168
| +3% | +$10.1K | 0.14% | 134 |
|
|
2020
Q4 | $323K | Buy |
6,514
+493
| +8% | +$24.4K | 0.12% | 131 |
|
|
2020
Q3 | $242K | Buy |
6,021
+1,018
| +20% | +$40.9K | 0.1% | 132 |
|
|
2020
Q2 | $208K | Buy |
+5,003
| New | +$208K | 0.11% | 140 |
|