McClarren Financial Advisors’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 | – | Sell |
-274
| Closed | -$68K | – | 232 |
|
|
2025
Q1 | $68K | Sell |
274
-536
| -66% | -$133K | 0.04% | 121 |
|
|
2024
Q4 | $62K | Hold |
810
| – | – | 0.17% | 72 |
|
|
2024
Q3 | $69 | Buy |
810
+654
| +419% | +$56 | 0.01% | 109 |
|
|
2024
Q2 | $63K | Sell |
156
-641
| -80% | -$259K | 0.04% | 131 |
|
|
2024
Q1 | $69K | Buy |
797
+7
| +0.9% | +$606 | 0.05% | 122 |
|
|
2023
Q4 | $62K | Buy |
790
+14
| +2% | +$1.1K | 0.05% | 138 |
|
|
2023
Q3 | $55K | Hold |
776
| – | – | 0.05% | 133 |
|
|
2023
Q2 | $58K | Buy |
776
+8
| +1% | +$598 | 0.05% | 140 |
|
|
2023
Q1 | $57K | Buy |
768
+5
| +0.7% | +$371 | 0.05% | 130 |
|
|
2022
Q4 | $64K | Buy |
763
+6
| +0.8% | +$503 | 0.06% | 128 |
|
|
2022
Q3 | $54K | Buy |
+757
| New | +$54K | 0.05% | 122 |
|
|
2022
Q2 | – | Sell |
-572
| Closed | -$42K | – | 198 |
|
|
2022
Q1 | $42K | Buy |
572
+4
| +0.7% | +$294 | 0.03% | 137 |
|
|
2021
Q4 | $42K | Buy |
568
+6
| +1% | +$444 | 0.03% | 154 |
|
|
2021
Q3 | $36K | Buy |
562
+5
| +0.9% | +$320 | 0.03% | 138 |
|
|
2021
Q2 | $35K | Buy |
557
+5
| +0.9% | +$314 | 0.03% | 142 |
|
|
2021
Q1 | $33K | Buy |
552
+6
| +1% | +$359 | 0.03% | 130 |
|
|
2020
Q4 | $27K | Buy |
+546
| New | +$27K | 0.03% | 126 |
|