Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.62M | Buy |
29,746
+810
| +3% | +$44.1K | 0.01% | 983 |
|
|
2019
Q3 | $1.65M | Buy |
28,936
+1,810
| +7% | +$103K | 0.01% | 910 |
|
|
2019
Q2 | $1.57M | Buy |
27,126
+2,919
| +12% | +$169K | 0.01% | 922 |
|
|
2019
Q1 | $1.22M | Buy |
24,207
+3,228
| +15% | +$163K | 0.01% | 1050 |
|
|
2018
Q4 | $929K | Sell |
20,979
-3,182
| -13% | -$141K | 0.01% | 1106 |
|
|
2018
Q3 | $1.42M | Buy |
24,161
+2,234
| +10% | +$131K | 0.01% | 904 |
|
|
2018
Q2 | $1.34M | Hold |
21,927
| – | – | 0.01% | 897 |
|
|
2018
Q1 | $1.34M | Buy |
21,927
+1,984
| +10% | +$121K | 0.01% | 897 |
|
|
2017
Q4 | $1.41M | Buy |
19,943
+480
| +2% | +$33.8K | 0.01% | 865 |
|
|
2017
Q3 | $1.25M | Buy |
19,463
+939
| +5% | +$60.4K | 0.01% | 862 |
|
|
2017
Q2 | $1.19M | Buy |
18,524
+291
| +2% | +$18.6K | 0.01% | 849 |
|
|
2017
Q1 | $1.15M | Buy |
18,233
+630
| +4% | +$39.7K | 0.01% | 823 |
|
|
2016
Q4 | $1.02M | Buy |
17,603
+1,292
| +8% | +$74.8K | 0.01% | 844 |
|
|
2016
Q3 | $839K | Sell |
16,311
-165
| -1% | -$8.49K | 0.01% | 892 |
|
|
2016
Q2 | $678K | Buy |
16,476
+3,408
| +26% | +$140K | 0.01% | 962 |
|
|
2016
Q1 | $515K | Sell |
13,068
-3,438
| -21% | -$135K | 0.01% | 1037 |
|
|
2015
Q4 | $742K | Sell |
16,506
-1,044
| -6% | -$46.9K | 0.01% | 820 |
|
|
2015
Q3 | $830K | Buy |
17,550
+2,080
| +13% | +$98.4K | 0.02% | 727 |
|
|
2015
Q2 | $794K | Buy |
15,470
+2,379
| +18% | +$122K | 0.01% | 833 |
|
|
2015
Q1 | $672K | Buy |
13,091
+6,095
| +87% | +$313K | 0.01% | 892 |
|
|
2014
Q4 | $363K | Buy |
6,996
+720
| +11% | +$37.4K | 0.01% | 1084 |
|
|
2014
Q3 | $329K | Buy |
6,276
+181
| +3% | +$9.49K | 0.01% | 977 |
|
|
2014
Q2 | $308K | Buy |
6,095
+193
| +3% | +$9.75K | 0.01% | 988 |
|
|
2014
Q1 | $271K | Buy |
5,902
+174
| +3% | +$7.99K | 0.01% | 977 |
|
|
2013
Q4 | $282K | Sell |
5,728
-128
| -2% | -$6.3K | 0.01% | 907 |
|
|
2013
Q3 | $252K | Sell |
5,856
-3
| -0.1% | -$129 | 0.01% | 913 |
|
|
2013
Q2 | $220K | Buy |
+5,859
| New | +$220K | 0.01% | 940 |
|