MAG
Mokosak Advisory Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Buy |
7,089
+63
| +0.9% | +$5K | 0.16% | 19 |
|
|
2025
Q1 | $593K | Sell |
7,026
-13
| -0.2% | -$1.1K | 0.18% | 17 |
|
|
2024
Q4 | $545K | Buy |
7,039
+19
| +0.3% | +$1.47K | 0.16% | 16 |
|
|
2024
Q3 | $603K | Sell |
7,020
-131
| -2% | -$11.3K | 0.18% | 16 |
|
|
2024
Q2 | $561K | Hold |
7,151
| – | – | 0.19% | 16 |
|
|
2024
Q1 | $617K | Buy |
7,151
+275
| +4% | +$23.7K | 0.2% | 16 |
|
|
2023
Q4 | $541K | Buy |
6,876
+116
| +2% | +$9.13K | 0.19% | 17 |
|
|
2023
Q3 | $487K | Sell |
6,760
-43
| -0.6% | -$3.1K | 0.2% | 17 |
|
|
2023
Q2 | $516K | Buy |
6,803
+18
| +0.3% | +$1.37K | 0.2% | 17 |
|
|
2023
Q1 | $504K | Buy |
6,785
+4
| +0.1% | +$297 | 0.21% | 17 |
|
|
2022
Q4 | $569K | Buy |
6,781
+102
| +2% | +$8.56K | 0.25% | 16 |
|
|
2022
Q3 | $482K | Sell |
6,679
-318
| -5% | -$22.9K | 0.24% | 18 |
|
|
2022
Q2 | $467K | Buy |
6,997
+65
| +0.9% | +$4.34K | 0.22% | 17 |
|
|
2022
Q1 | $510K | Buy |
6,932
+57
| +0.8% | +$4.19K | 0.21% | 17 |
|
|
2021
Q4 | $497K | Buy |
6,875
+276
| +4% | +$20K | 0.19% | 17 |
|
|
2021
Q3 | $427K | Buy |
6,599
+9
| +0.1% | +$582 | 0.18% | 17 |
|
|
2021
Q2 | $415K | Buy |
6,590
+411
| +7% | +$25.9K | 0.17% | 17 |
|
|
2021
Q1 | $370K | Buy |
6,179
+55
| +0.9% | +$3.29K | 0.17% | 18 |
|
|
2020
Q4 | $304K | Buy |
6,124
+19
| +0.3% | +$943 | 0.15% | 19 |
|
|
2020
Q3 | $247K | Sell |
6,105
-153
| -2% | -$6.19K | 0.14% | 20 |
|
|
2020
Q2 | $260K | Buy |
+6,258
| New | +$260K | 0.16% | 19 |
|
|
2020
Q1 | – | Sell |
-6,237
| Closed | -$343K | – | 23 |
|
|
2019
Q4 | $343K | Buy |
6,237
+522
| +9% | +$28.7K | 0.21% | 20 |
|
|
2019
Q3 | $327K | Buy |
+5,715
| New | +$327K | 0.22% | 20 |
|