NewEdge 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 | $639K | Buy |
8,039
+536
| +7% | +$42.6K | ﹤0.01% | 1551 |
|
|
2025
Q1 | $633K | Buy |
7,503
+1,455
| +24% | +$123K | ﹤0.01% | 1445 |
|
|
2024
Q4 | $468K | Buy |
6,048
+1,245
| +26% | +$96.4K | ﹤0.01% | 1598 |
|
|
2024
Q3 | $413K | Sell |
4,803
-83
| -2% | -$7.13K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $383K | Sell |
4,886
-922
| -16% | -$72.3K | ﹤0.01% | 1578 |
|
|
2024
Q1 | $501K | Buy |
5,808
+2,745
| +90% | +$237K | ﹤0.01% | 1351 |
|
|
2023
Q4 | $241K | Sell |
3,063
-2,813
| -48% | -$221K | ﹤0.01% | 1638 |
|
|
2023
Q3 | $424K | Sell |
5,876
-1,647
| -22% | -$119K | ﹤0.01% | 1250 |
|
|
2023
Q2 | $571K | Buy |
7,523
+176
| +2% | +$13.3K | 0.01% | 1118 |
|
|
2023
Q1 | $546K | Sell |
7,347
-8,059
| -52% | -$599K | 0.01% | 1073 |
|
|
2022
Q4 | $634K | Buy |
15,406
+8,048
| +109% | +$331K | 0.02% | 681 |
|
|
2022
Q3 | $531K | Buy |
7,358
+976
| +15% | +$70.4K | 0.01% | 934 |
|
|
2022
Q2 | $426K | Sell |
6,382
-11,657
| -65% | -$778K | 0.01% | 1055 |
|
|
2022
Q1 | $1.32M | Sell |
18,039
-1,329
| -7% | -$97.5K | 0.02% | 549 |
|
|
2021
Q4 | $1.4M | Buy |
19,368
+5,520
| +40% | +$399K | 0.02% | 579 |
|
|
2021
Q3 | $892K | Buy |
13,848
+1,501
| +12% | +$96.7K | 0.02% | 558 |
|
|
2021
Q2 | $780K | Buy |
12,347
+4,399
| +55% | +$278K | 0.02% | 587 |
|
|
2021
Q1 | $477K | Buy |
+7,948
| New | +$477K | 0.01% | 670 |
|
|
2017
Q3 | – | Sell |
-230
| Closed | -$15K | – | 898 |
|
|
2017
Q2 | $15K | Buy |
+230
| New | +$15K | ﹤0.01% | 820 |
|