OneDigital Investment 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 | $1.06M | Sell |
13,406
-1,238
| -8% | -$98.3K | 0.01% | 622 |
|
|
2025
Q1 | $1.24M | Buy |
14,644
+274
| +2% | +$23.1K | 0.01% | 543 |
|
|
2024
Q4 | $1.11M | Sell |
14,370
-14
| -0.1% | -$1.08K | 0.01% | 597 |
|
|
2024
Q3 | $1.24M | Sell |
14,384
-8
| -0.1% | -$687 | 0.01% | 586 |
|
|
2024
Q2 | $1.13M | Buy |
14,392
+184
| +1% | +$14.4K | 0.01% | 578 |
|
|
2024
Q1 | $1.23M | Sell |
14,208
-11
| -0.1% | -$949 | 0.02% | 449 |
|
|
2023
Q4 | $1.12M | Buy |
14,219
+607
| +4% | +$47.8K | 0.02% | 436 |
|
|
2023
Q3 | $981K | Sell |
13,612
-2,742
| -17% | -$198K | 0.02% | 427 |
|
|
2023
Q2 | $1.24M | Sell |
16,354
-339
| -2% | -$25.7K | 0.03% | 370 |
|
|
2023
Q1 | $1.24M | Buy |
16,693
+3,500
| +27% | +$260K | 0.03% | 353 |
|
|
2022
Q4 | $1.11M | Sell |
13,193
-4,426
| -25% | -$371K | 0.03% | 333 |
|
|
2022
Q3 | $1.27M | Sell |
17,619
-52
| -0.3% | -$3.75K | 0.05% | 253 |
|
|
2022
Q2 | $1.18M | Buy |
17,671
+3
| +0% | +$200 | 0.05% | 229 |
|
|
2022
Q1 | $1.3M | Sell |
17,668
-327
| -2% | -$24K | 0.05% | 221 |
|
|
2021
Q4 | $1.3M | Buy |
17,995
+3
| +0% | +$217 | 0.05% | 230 |
|
|
2021
Q3 | $1.16M | Sell |
17,992
-342
| -2% | -$22K | 0.05% | 236 |
|
|
2021
Q2 | $1.16M | Buy |
18,334
+13,300
| +264% | +$841K | 0.05% | 226 |
|
|
2021
Q1 | $302K | Buy |
5,034
+115
| +2% | +$6.9K | 0.01% | 505 |
|
|
2020
Q4 | $244K | Buy |
+4,919
| New | +$244K | 0.01% | 531 |
|
|
2020
Q3 | – | Sell |
-7,392
| Closed | -$307K | – | 639 |
|
|
2020
Q2 | $307K | Buy |
7,392
+254
| +4% | +$10.5K | 0.02% | 429 |
|
|
2020
Q1 | $224K | Buy |
7,138
+1,603
| +29% | +$50.3K | 0.02% | 439 |
|
|
2019
Q4 | $304K | Sell |
5,535
-47
| -0.8% | -$2.58K | 0.02% | 407 |
|
|
2019
Q3 | $319K | Buy |
5,582
+4,291
| +332% | +$245K | 0.03% | 366 |
|
|
2019
Q2 | $75K | Buy |
1,291
+130
| +11% | +$7.55K | 0.01% | 502 |
|
|
2019
Q1 | $58K | Hold |
1,161
| – | – | 0.01% | 468 |
|
|
2018
Q4 | $51K | Buy |
+1,161
| New | +$51K | 0.01% | 457 |
|
|
2018
Q3 | – | Sell |
-3,167
| Closed | -$168K | – | 1153 |
|
|
2018
Q2 | $168K | Sell |
3,167
-17
| -0.5% | -$902 | 0.04% | 245 |
|
|
2018
Q1 | $194K | Buy |
3,184
+187
| +6% | +$11.4K | 0.04% | 232 |
|
|
2017
Q4 | $155K | Buy |
2,997
+2,184
| +269% | +$113K | 0.02% | 257 |
|
|
2017
Q3 | $52K | Sell |
813
-1,616
| -67% | -$103K | 0.02% | 376 |
|
|
2017
Q2 | $156K | Buy |
+2,429
| New | +$156K | 0.05% | 233 |
|