MOTCO’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 | $45.2K | Sell |
581
-25
| -4% | -$1.95K | ﹤0.01% | 316 |
|
|
2025
Q1 | $51.1K | Buy |
606
+312
| +106% | +$26.3K | 0.01% | 289 |
|
|
2024
Q4 | $22.8K | Sell |
294
-84
| -22% | -$6.5K | ﹤0.01% | 341 |
|
|
2024
Q3 | $32.5K | Sell |
378
-116
| -23% | -$9.96K | ﹤0.01% | 373 |
|
|
2024
Q2 | $38.8K | Hold |
494
| – | – | ﹤0.01% | 440 |
|
|
2024
Q1 | $42.6K | Hold |
494
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $38.9K | Hold |
494
| – | – | ﹤0.01% | 377 |
|
|
2023
Q3 | $35.6K | Hold |
494
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $37.5K | Sell |
494
-642
| -57% | -$48.7K | ﹤0.01% | 382 |
|
|
2023
Q1 | $84.4K | Buy |
1,136
+142
| +14% | +$10.6K | 0.01% | 284 |
|
|
2022
Q4 | $83.4K | Hold |
994
| – | – | 0.01% | 295 |
|
|
2022
Q3 | $72K | Hold |
994
| – | – | 0.01% | 320 |
|
|
2022
Q2 | $66K | Hold |
994
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $73K | Hold |
994
| – | – | ﹤0.01% | 319 |
|
|
2021
Q4 | $72K | Sell |
994
-515
| -34% | -$37.3K | ﹤0.01% | 321 |
|
|
2021
Q3 | $97K | Buy |
1,509
+1,015
| +205% | +$65.2K | 0.01% | 289 |
|
|
2021
Q2 | $31K | Hold |
494
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $30K | Sell |
494
-357
| -42% | -$21.7K | ﹤0.01% | 378 |
|
|
2020
Q4 | $42K | Sell |
851
-100
| -11% | -$4.94K | ﹤0.01% | 376 |
|
|
2020
Q3 | $38K | Buy |
951
+166
| +21% | +$6.63K | ﹤0.01% | 360 |
|
|
2020
Q2 | $33K | Hold |
785
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $25K | Sell |
785
-47
| -6% | -$1.5K | ﹤0.01% | 356 |
|
|
2019
Q4 | $46K | Sell |
832
-103
| -11% | -$5.7K | ﹤0.01% | 328 |
|
|
2019
Q3 | $53K | Sell |
935
-19
| -2% | -$1.08K | ﹤0.01% | 320 |
|
|
2019
Q2 | $55K | Sell |
954
-9
| -0.9% | -$519 | 0.01% | 355 |
|
|
2019
Q1 | $48K | Hold |
963
| – | – | ﹤0.01% | 324 |
|
|
2018
Q4 | $43K | Sell |
963
-100
| -9% | -$4.47K | ﹤0.01% | 330 |
|
|
2018
Q3 | $62K | Hold |
1,063
| – | – | 0.01% | 307 |
|
|
2018
Q2 | $56K | Hold |
1,063
| – | – | 0.01% | 310 |
|
|
2018
Q1 | $65K | Hold |
1,063
| – | – | 0.01% | 301 |
|
|
2017
Q4 | $75K | Hold |
1,063
| – | – | 0.01% | 275 |
|
|
2017
Q3 | $68K | Buy |
1,063
+100
| +10% | +$6.4K | 0.01% | 276 |
|
|
2017
Q2 | $62K | Hold |
963
| – | – | 0.01% | 289 |
|
|
2017
Q1 | $61K | Hold |
963
| – | – | 0.01% | 283 |
|
|
2016
Q4 | $56K | Hold |
963
| – | – | 0.01% | 288 |
|
|
2016
Q3 | $50K | Hold |
963
| – | – | 0.01% | 301 |
|
|
2016
Q2 | $40K | Buy |
963
+100
| +12% | +$4.15K | ﹤0.01% | 293 |
|
|
2016
Q1 | $34K | Buy |
863
+256
| +42% | +$10.1K | ﹤0.01% | 298 |
|
|
2015
Q4 | $27K | Hold |
607
| – | – | ﹤0.01% | 313 |
|
|
2015
Q3 | $29K | Hold |
607
| – | – | ﹤0.01% | 335 |
|
|
2015
Q2 | $31K | Hold |
607
| – | – | ﹤0.01% | 327 |
|
|
2015
Q1 | $31K | Hold |
607
| – | – | ﹤0.01% | 316 |
|
|
2014
Q4 | $32K | Buy |
607
+423
| +230% | +$22.3K | ﹤0.01% | 326 |
|
|
2014
Q3 | $10K | Hold |
184
| – | – | ﹤0.01% | 476 |
|
|
2014
Q2 | $9K | Hold |
184
| – | – | ﹤0.01% | 479 |
|
|
2014
Q1 | $8K | Hold |
184
| – | – | ﹤0.01% | 469 |
|
|
2013
Q4 | $9K | Hold |
184
| – | – | ﹤0.01% | 482 |
|
|
2013
Q3 | $8K | Hold |
184
| – | – | ﹤0.01% | 475 |
|
|
2013
Q2 | $7K | Buy |
+184
| New | +$7K | ﹤0.01% | 508 |
|