O'Dell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-465
| Closed | -$36.6K | – | 367 |
|
|
2023
Q4 | $36.6K | Buy |
+465
| New | +$36.6K | 0.01% | 239 |
|
|
2023
Q3 | – | Sell |
-609
| Closed | -$46.2K | – | 360 |
|
|
2023
Q2 | $46.2K | Buy |
+609
| New | +$46.2K | 0.01% | 200 |
|
|
2022
Q4 | – | Sell |
-465
| Closed | -$34K | – | 303 |
|
|
2022
Q3 | $34K | Hold |
465
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $31K | Buy |
465
+1
| +0.2% | +$67 | 0.01% | 192 |
|
|
2022
Q1 | $34K | Buy |
464
+7
| +2% | +$513 | 0.01% | 215 |
|
|
2021
Q4 | $33K | Buy |
457
+2
| +0.4% | +$144 | 0.01% | 199 |
|
|
2021
Q3 | $29K | Buy |
+455
| New | +$29K | 0.01% | 206 |
|