NewSquare Capital’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 | $21.7K | Sell |
1,850
-215
| -10% | -$2.53K | ﹤0.01% | 456 |
|
|
2025
Q1 | $41.1K | Sell |
2,065
-104,075
| -98% | -$2.07M | ﹤0.01% | 251 |
|
|
2024
Q4 | $8.09M | Sell |
106,140
-78
| -0.1% | -$5.95K | 0.65% | 42 |
|
|
2024
Q3 | $8.99M | Sell |
106,218
-1,379
| -1% | -$117K | 0.72% | 39 |
|
|
2024
Q2 | $8.32M | Buy |
107,597
+5,052
| +5% | +$391K | 0.72% | 34 |
|
|
2024
Q1 | $8.71M | Sell |
102,545
-632
| -0.6% | -$53.7K | 0.77% | 33 |
|
|
2023
Q4 | $7.99M | Buy |
103,177
+1,850
| +2% | +$143K | 0.76% | 37 |
|
|
2023
Q3 | $7.19M | Buy |
101,327
+2,989
| +3% | +$212K | 0.76% | 36 |
|
|
2023
Q2 | $7.46M | Buy |
98,338
+6,534
| +7% | +$496K | 0.78% | 35 |
|
|
2023
Q1 | $6.82M | Buy |
91,804
+9,044
| +11% | +$672K | 0.81% | 31 |
|
|
2022
Q4 | $6.95M | Buy |
82,760
+5,335
| +7% | +$448K | 0.87% | 32 |
|
|
2022
Q3 | $5.59M | Buy |
77,425
+3,926
| +5% | +$283K | 0.7% | 39 |
|
|
2022
Q2 | $4.91M | Buy |
73,499
+6,685
| +10% | +$446K | 0.63% | 52 |
|
|
2022
Q1 | $4.91M | Buy |
66,814
+8,183
| +14% | +$601K | 0.52% | 47 |
|
|
2021
Q4 | $4.24M | Buy |
58,631
+5,837
| +11% | +$422K | 0.45% | 58 |
|
|
2021
Q3 | $3.4M | Buy |
52,794
+1,414
| +3% | +$91.1K | 0.4% | 67 |
|
|
2021
Q2 | $3.25M | Buy |
51,380
+2,912
| +6% | +$184K | 0.38% | 71 |
|
|
2021
Q1 | $2.91M | Buy |
48,468
+876
| +2% | +$52.5K | 0.38% | 75 |
|
|
2020
Q4 | $2.36M | Buy |
47,592
+630
| +1% | +$31.3K | 0.33% | 89 |
|
|
2020
Q3 | $1.89M | Buy |
46,962
+2,469
| +6% | +$99.4K | 0.3% | 89 |
|
|
2020
Q2 | $1.85M | Buy |
44,493
+1,811
| +4% | +$75.2K | 0.32% | 75 |
|
|
2020
Q1 | $1.34M | Buy |
42,682
+2,389
| +6% | +$74.9K | 0.25% | 75 |
|
|
2019
Q4 | $2.22M | Buy |
40,293
+3,010
| +8% | +$166K | 0.37% | 54 |
|
|
2019
Q3 | $2.13M | Buy |
37,283
+1,975
| +6% | +$113K | 0.39% | 50 |
|
|
2019
Q2 | $2.05M | Buy |
35,308
+3,660
| +12% | +$212K | 0.37% | 45 |
|
|
2019
Q1 | $1.59M | Buy |
31,648
+6,711
| +27% | +$337K | 0.3% | 65 |
|
|
2018
Q4 | $1.1M | Sell |
24,937
-4,451
| -15% | -$197K | 0.23% | 76 |
|
|
2018
Q3 | $1.72M | Buy |
29,388
+2,661
| +10% | +$156K | 0.33% | 58 |
|
|
2018
Q2 | $1.44M | Buy |
26,727
+4,654
| +21% | +$251K | 0.29% | 61 |
|
|
2018
Q1 | $1.34M | Buy |
22,073
+1,211
| +6% | +$73.7K | 0.29% | 56 |
|
|
2017
Q4 | $1.47M | Buy |
20,862
+237
| +1% | +$16.7K | 0.34% | 45 |
|
|
2017
Q3 | $1.33M | Sell |
20,625
-526
| -2% | -$33.8K | 0.32% | 47 |
|
|
2017
Q2 | $1.36M | Buy |
21,151
+178
| +0.8% | +$11.4K | 0.33% | 44 |
|
|
2017
Q1 | $1.32M | Buy |
20,973
+2,555
| +14% | +$161K | 0.32% | 42 |
|
|
2016
Q4 | $1.07M | Sell |
18,418
-27
| -0.1% | -$1.56K | 0.27% | 58 |
|
|
2016
Q3 | $950K | Buy |
18,445
+863
| +5% | +$44.4K | 0.22% | 64 |
|
|
2016
Q2 | $723K | Buy |
17,582
+2,883
| +20% | +$119K | 0.17% | 77 |
|
|
2016
Q1 | $580K | Buy |
+14,699
| New | +$580K | 0.17% | 94 |
|