MCF 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 | $31.3K | Hold |
394
| – | – | ﹤0.01% | 478 |
|
|
2025
Q1 | $33.2K | Sell |
394
-106
| -21% | -$8.94K | ﹤0.01% | 464 |
|
|
2024
Q4 | $38.7K | Sell |
500
-113
| -18% | -$8.75K | ﹤0.01% | 448 |
|
|
2024
Q3 | $52.7K | Hold |
613
| – | – | ﹤0.01% | 389 |
|
|
2024
Q2 | $48.1K | Buy |
613
+219
| +56% | +$17.2K | ﹤0.01% | 390 |
|
|
2024
Q1 | $34K | Hold |
394
| – | – | ﹤0.01% | 441 |
|
|
2023
Q4 | $31K | Hold |
394
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $28.4K | Hold |
394
| – | – | ﹤0.01% | 435 |
|
|
2023
Q2 | $29.9K | Hold |
394
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $29.3K | Hold |
394
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $33.1K | Hold |
394
| – | – | ﹤0.01% | 397 |
|
|
2022
Q3 | $28K | Hold |
394
| – | – | ﹤0.01% | 415 |
|
|
2022
Q2 | $26K | Sell |
394
-40
| -9% | -$2.64K | ﹤0.01% | 411 |
|
|
2022
Q1 | $32K | Buy |
+434
| New | +$32K | ﹤0.01% | 396 |
|
|
2021
Q4 | – | Sell |
-394
| Closed | -$25K | – | 497 |
|
|
2021
Q3 | $25K | Buy |
394
+110
| +39% | +$6.98K | ﹤0.01% | 387 |
|
|
2021
Q2 | $18K | Hold |
284
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $17K | Hold |
284
| – | – | ﹤0.01% | 387 |
|
|
2020
Q4 | $14K | Hold |
284
| – | – | ﹤0.01% | 371 |
|
|
2020
Q3 | $11K | Hold |
284
| – | – | ﹤0.01% | 378 |
|
|
2020
Q2 | $12K | Hold |
284
| – | – | ﹤0.01% | 355 |
|
|
2020
Q1 | $9K | Hold |
284
| – | – | ﹤0.01% | 378 |
|
|
2019
Q4 | $16K | Buy |
+284
| New | +$16K | ﹤0.01% | 347 |
|
|
2018
Q3 | – | Sell |
-877
| Closed | -$46K | – | 485 |
|
|
2018
Q2 | $46K | Hold |
877
| – | – | 0.01% | 218 |
|
|
2018
Q1 | $53K | Hold |
877
| – | – | 0.01% | 208 |
|
|
2017
Q4 | $62K | Hold |
877
| – | – | 0.01% | 205 |
|
|
2017
Q3 | $56K | Hold |
877
| – | – | 0.01% | 216 |
|
|
2017
Q2 | $56K | Hold |
877
| – | – | 0.01% | 214 |
|
|
2017
Q1 | $55K | Hold |
877
| – | – | 0.01% | 218 |
|
|
2016
Q4 | $51K | Hold |
877
| – | – | 0.01% | 206 |
|
|
2016
Q3 | $45K | Hold |
877
| – | – | 0.01% | 214 |
|
|
2016
Q2 | $36K | Buy |
+877
| New | +$36K | 0.01% | 247 |
|