Next Financial Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $127K | Buy |
1,754
+192
| +12% | +$13.9K | 0.01% | 1066 |
|
|
2021
Q3 | $101K | Buy |
1,562
+807
| +107% | +$52.2K | 0.01% | 1104 |
|
|
2021
Q2 | $48K | Buy |
755
+134
| +22% | +$8.52K | ﹤0.01% | 1396 |
|
|
2021
Q1 | $37K | Sell |
621
-3
| -0.5% | -$179 | ﹤0.01% | 1403 |
|
|
2020
Q4 | $31K | Sell |
624
-9,844
| -94% | -$489K | ﹤0.01% | 1374 |
|
|
2020
Q3 | $422K | Buy |
+10,468
| New | +$422K | 0.05% | 375 |
|
|
2020
Q2 | – | Sell |
-11,059
| Closed | -$347K | – | 1536 |
|
|
2020
Q1 | $347K | Sell |
11,059
-10,346
| -48% | -$325K | 0.04% | 360 |
|
|
2019
Q4 | $1.18M | Sell |
21,405
-1,805
| -8% | -$99.3K | 0.12% | 215 |
|
|
2019
Q3 | $1.33M | Sell |
23,210
-8,983
| -28% | -$513K | 0.14% | 177 |
|
|
2019
Q2 | $1.86M | Buy |
+32,193
| New | +$1.86M | 0.2% | 144 |
|
|
2019
Q1 | – | Sell |
-548
| Closed | -$24K | – | 1992 |
|
|
2018
Q4 | $24K | Buy |
548
+530
| +2,944% | +$23.2K | 0.01% | 1035 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1413 |
|
|
2017
Q4 | – | Sell |
-650
| Closed | -$44K | – | 1067 |
|
|
2017
Q3 | $44K | Sell |
650
-100
| -13% | -$6.77K | 0.01% | 732 |
|
|
2017
Q2 | $48K | Hold |
750
| – | – | 0.01% | 801 |
|
|
2017
Q1 | $49K | Sell |
750
-240
| -24% | -$15.7K | 0.01% | 737 |
|
|
2016
Q4 | $57K | Hold |
990
| – | – | 0.01% | 906 |
|
|
2016
Q3 | $51K | Buy |
990
+240
| +32% | +$12.4K | 0.01% | 935 |
|
|
2016
Q2 | $30K | Buy |
750
+50
| +7% | +$2K | 0.01% | 811 |
|
|
2016
Q1 | $27K | Buy |
700
+150
| +27% | +$5.79K | 0.01% | 824 |
|
|
2015
Q4 | $24K | Sell |
550
-245
| -31% | -$10.7K | 0.01% | 867 |
|
|
2015
Q3 | $37K | Hold |
795
| – | – | 0.01% | 737 |
|
|
2015
Q2 | $40K | Sell |
795
-100
| -11% | -$5.03K | 0.01% | 747 |
|
|
2015
Q1 | $45K | Hold |
895
| – | – | 0.01% | 705 |
|
|
2014
Q4 | $46K | Sell |
895
-240
| -21% | -$12.3K | 0.02% | 684 |
|
|
2014
Q3 | $60K | Buy |
+1,135
| New | +$60K | 0.01% | 859 |
|