Ogorek Anthony Joseph’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 | $7K | Sell |
89
-32
| -26% | -$2.52K | ﹤0.01% | 440 |
|
|
2025
Q1 | $10K | Buy |
+121
| New | +$10K | ﹤0.01% | 372 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$1K | – | 276 |
|
|
2022
Q4 | $1K | Sell |
12
-78
| -87% | -$6.5K | ﹤0.01% | 219 |
|
|
2022
Q3 | $6K | Hold |
90
| – | – | ﹤0.01% | 178 |
|
|
2022
Q2 | $6K | Sell |
90
-27
| -23% | -$1.8K | ﹤0.01% | 178 |
|
|
2022
Q1 | $8K | Hold |
117
| – | – | ﹤0.01% | 187 |
|
|
2021
Q4 | $8K | Hold |
117
| – | – | ﹤0.01% | 190 |
|
|
2021
Q3 | $7K | Sell |
117
-92
| -44% | -$5.5K | ﹤0.01% | 196 |
|
|
2021
Q2 | $13K | Hold |
209
| – | – | 0.01% | 147 |
|
|
2021
Q1 | $12K | Sell |
209
-40
| -16% | -$2.3K | 0.01% | 141 |
|
|
2020
Q4 | $12K | Sell |
249
-10
| -4% | -$482 | 0.01% | 132 |
|
|
2020
Q3 | $10K | Sell |
259
-12
| -4% | -$463 | 0.01% | 116 |
|
|
2020
Q2 | $11K | Sell |
271
-20
| -7% | -$812 | 0.01% | 112 |
|
|
2020
Q1 | $9K | Hold |
291
| – | – | ﹤0.01% | 125 |
|
|
2019
Q4 | $16K | Hold |
291
| – | – | 0.01% | 109 |
|
|
2019
Q3 | $16K | Hold |
291
| – | – | 0.01% | 85 |
|
|
2019
Q2 | $16K | Hold |
291
| – | – | 0.01% | 85 |
|
|
2019
Q1 | $14K | Hold |
291
| – | – | 0.01% | 89 |
|
|
2018
Q4 | $12K | Buy |
+291
| New | +$12K | 0.01% | 90 |
|