KA
Kintegral Advisory’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.86M | Sell |
48,641
-73
| -0.1% | -$5.8K | 0.35% | 81 |
|
|
2025
Q1 | $4.11M | Sell |
48,714
-163
| -0.3% | -$13.8K | 0.41% | 76 |
|
|
2024
Q4 | $3.78M | Sell |
48,877
-2,277
| -4% | -$176K | 0.36% | 85 |
|
|
2024
Q3 | $4.39M | Sell |
51,154
-670
| -1% | -$57.6K | 0.4% | 75 |
|
|
2024
Q2 | $4.07M | Buy |
51,824
+47,365
| +1,062% | +$3.72M | 0.39% | 80 |
|
|
2024
Q1 | $385K | Sell |
4,459
-14
| -0.3% | -$1.21K | 0.04% | 234 |
|
|
2023
Q4 | $352K | Sell |
4,473
-28
| -0.6% | -$2.2K | 0.04% | 241 |
|
|
2023
Q3 | $324K | Sell |
4,501
-3
| -0.1% | -$216 | 0.04% | 237 |
|
|
2023
Q2 | $342K | Hold |
4,504
| – | – | 0.04% | 233 |
|
|
2023
Q1 | $335K | Sell |
4,504
-242
| -5% | -$18K | 0.04% | 232 |
|
|
2022
Q4 | $398K | Sell |
4,746
-3,813
| -45% | -$320K | 0.05% | 220 |
|
|
2022
Q3 | $618K | Hold |
8,559
| – | – | 0.09% | 186 |
|
|
2022
Q2 | $572K | Buy |
8,559
+182
| +2% | +$12.2K | 0.07% | 200 |
|
|
2022
Q1 | $615K | Buy |
8,377
+187
| +2% | +$13.7K | 0.07% | 211 |
|
|
2021
Q4 | $592K | Hold |
8,190
| – | – | 0.06% | 216 |
|
|
2021
Q3 | $527K | Hold |
8,190
| – | – | 0.06% | 224 |
|
|
2021
Q2 | $518K | Hold |
8,190
| – | – | 0.06% | 223 |
|
|
2021
Q1 | $491K | Hold |
8,190
| – | – | 0.06% | 229 |
|
|
2020
Q4 | $406K | Hold |
8,190
| – | – | 0.06% | 237 |
|
|
2020
Q3 | $330K | Sell |
8,190
-264
| -3% | -$10.6K | 0.05% | 241 |
|
|
2020
Q2 | $351K | Hold |
8,454
| – | – | 0.06% | 231 |
|
|
2020
Q1 | $265K | Buy |
8,454
+945
| +13% | +$29.6K | 0.05% | 242 |
|
|
2019
Q4 | $413K | Hold |
7,509
| – | – | 0.08% | 222 |
|
|
2019
Q3 | $429K | Hold |
7,509
| – | – | 0.09% | 209 |
|
|
2019
Q2 | $435K | Hold |
7,509
| – | – | 0.09% | 209 |
|
|
2019
Q1 | $377K | Buy |
7,509
+4,231
| +129% | +$212K | 0.08% | 220 |
|
|
2018
Q4 | $145K | Buy |
+3,278
| New | +$145K | 0.04% | 241 |
|