Lloyd 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,065
| Closed | -$955K | – | 171 |
|
|
2024
Q1 | $955K | Buy |
+11,065
| New | +$955K | 0.2% | 89 |
|
|
2022
Q2 | – | Sell |
-560
| Closed | -$41K | – | 436 |
|
|
2022
Q1 | $41K | Buy |
560
+23
| +4% | +$1.68K | 0.02% | 252 |
|
|
2021
Q4 | $39K | Buy |
537
+42
| +8% | +$3.05K | 0.02% | 239 |
|
|
2021
Q3 | $32K | Buy |
495
+254
| +105% | +$16.4K | 0.02% | 204 |
|
|
2021
Q2 | $15K | Buy |
241
+105
| +77% | +$6.54K | 0.01% | 251 |
|
|
2021
Q1 | $8K | Hold |
136
| – | – | ﹤0.01% | 252 |
|
|
2020
Q4 | $7K | Hold |
136
| – | – | ﹤0.01% | 223 |
|
|
2020
Q3 | $5K | Buy |
+136
| New | +$5K | ﹤0.01% | 237 |
|