Moisand Fitzgerald Tamayo’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.74K | Hold |
|
|||||
|
2025
Q1 | $9.28K | Hold |
|
|||||
|
2024
Q4 | $8.52K | Hold |
|
|||||
|
2024
Q3 | $9.45K | Hold |
|
|||||
|
2024
Q2 | $8.63K | Hold |
|
|||||
|
2024
Q1 | $9.49K | Hold |
|
|||||
|
2023
Q4 | $8.65K | Hold |
|
|||||
|
2023
Q3 | $7.93K | Hold |
|
|||||
|
2023
Q2 | $8.34K | Hold |
|
|||||
|
2023
Q1 | $8.18K | Hold |
|
|||||
|
2022
Q4 | $9.23K | Sell |
|
|||||
|
2022
Q3 | $13K | Buy |
|
|||||
|
2022
Q2 | $7K | Sell |
|
|||||
|
2022
Q1 | $15K | Hold |
|
|||||
|
2021
Q4 | $15K | Hold |
|
|||||
|
2021
Q3 | $14K | Hold |
|
|||||
|
2021
Q2 | $13K | Hold |
|
|||||
|
2021
Q1 | $13K | Hold |
|
|||||
|
2020
Q4 | $10K | Hold |
|
|||||
|
2020
Q3 | $8K | Hold |
|
|||||
|
2020
Q2 | $9K | Hold |
|
|||||
|
2020
Q1 | $7K | Hold |
|
|||||
|
2019
Q4 | $12K | Hold |
|
|||||
|
2019
Q3 | $12K | Hold |
|
|||||
|
2019
Q2 | $12K | Hold |
|
|||||
|
2019
Q1 | $11K | Hold |
|
|||||
|
2018
Q4 | $9K | Hold |
|
|||||
|
2018
Q3 | $12K | Hold |
|
|||||
|
2018
Q2 | $11K | Hold |
|
|||||
|
2018
Q1 | $13K | Hold |
|
|||||
|
2017
Q4 | $15K | Hold |
|
|||||
|
2017
Q3 | $14K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $8K | Hold |
|
|||||
|
2015
Q4 | $9K | Buy |
|