Kestra Advisory Services’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 | $1.07M | Buy |
13,483
+1,762
| +15% | +$140K | 0.01% | 1431 |
|
|
2025
Q1 | $989K | Sell |
11,721
-1,784
| -13% | -$151K | ﹤0.01% | 1403 |
|
|
2024
Q4 | $1.05M | Buy |
13,505
+858
| +7% | +$66.4K | 0.01% | 1385 |
|
|
2024
Q3 | $1.09M | Sell |
12,647
-5,476
| -30% | -$470K | 0.01% | 1272 |
|
|
2024
Q2 | $1.42M | Buy |
18,123
+532
| +3% | +$41.7K | 0.01% | 1133 |
|
|
2024
Q1 | $1.52M | Buy |
17,591
+5,521
| +46% | +$477K | 0.01% | 1004 |
|
|
2023
Q4 | $950K | Sell |
12,070
-2,214
| -15% | -$174K | 0.01% | 1150 |
|
|
2023
Q3 | $1.03M | Buy |
14,284
+259
| +2% | +$18.7K | 0.01% | 982 |
|
|
2023
Q2 | $1.06M | Buy |
14,025
+1,018
| +8% | +$77.2K | 0.01% | 951 |
|
|
2023
Q1 | $967K | Sell |
13,007
-23,381
| -64% | -$1.74M | 0.01% | 964 |
|
|
2022
Q4 | $3.05M | Buy |
36,388
+6,142
| +20% | +$515K | 0.03% | 584 |
|
|
2022
Q3 | $2.18M | Buy |
30,246
+5,841
| +24% | +$421K | 0.02% | 638 |
|
|
2022
Q2 | $1.63M | Buy |
24,405
+10,574
| +76% | +$706K | 0.02% | 753 |
|
|
2022
Q1 | $1.02M | Buy |
13,831
+1,057
| +8% | +$77.6K | 0.01% | 951 |
|
|
2021
Q4 | $924K | Buy |
12,774
+874
| +7% | +$63.2K | 0.01% | 1022 |
|
|
2021
Q3 | $766K | Buy |
11,900
+2,977
| +33% | +$192K | 0.01% | 1156 |
|
|
2021
Q2 | $564K | Sell |
8,923
-3,275
| -27% | -$207K | 0.01% | 1228 |
|
|
2021
Q1 | $731K | Buy |
12,198
+760
| +7% | +$45.5K | 0.01% | 1007 |
|
|
2020
Q4 | $558K | Buy |
11,438
+11,336
| +11,114% | +$553K | 0.01% | 1150 |
|
|
2020
Q3 | $280K | Buy |
+102
| New | +$280K | 0.01% | 1149 |
|