Patriot Financial Group Insurance Agency’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,553
| Closed | -$214K | – | 480 |
|
|
2022
Q4 | $214K | Buy |
+2,553
| New | +$214K | 0.03% | 381 |
|
|
2022
Q3 | – | Sell |
-1,399
| Closed | -$93K | – | 1507 |
|
|
2022
Q2 | $93K | Buy |
1,399
+514
| +58% | +$34.2K | 0.02% | 567 |
|
|
2022
Q1 | $65K | Buy |
885
+56
| +7% | +$4.11K | 0.01% | 708 |
|
|
2021
Q4 | $60K | Buy |
829
+6
| +0.7% | +$434 | 0.01% | 802 |
|
|
2021
Q3 | $53K | Buy |
823
+6
| +0.7% | +$386 | 0.01% | 854 |
|
|
2021
Q2 | $52K | Buy |
817
+7
| +0.9% | +$446 | 0.01% | 826 |
|
|
2021
Q1 | $49K | Buy |
810
+6
| +0.7% | +$363 | 0.01% | 784 |
|
|
2020
Q4 | $40K | Buy |
804
+7
| +0.9% | +$348 | 0.01% | 756 |
|
|
2020
Q3 | $32K | Buy |
797
+160
| +25% | +$6.42K | 0.01% | 653 |
|
|
2020
Q2 | $26K | Buy |
637
+9
| +1% | +$367 | 0.01% | 678 |
|
|
2020
Q1 | $20K | Buy |
628
+207
| +49% | +$6.59K | 0.01% | 669 |
|
|
2019
Q4 | $23K | Buy |
421
+1
| +0.2% | +$55 | 0.01% | 649 |
|
|
2019
Q3 | $24K | Buy |
420
+4
| +1% | +$229 | 0.01% | 598 |
|
|
2019
Q2 | $24K | Buy |
416
+8
| +2% | +$462 | 0.01% | 590 |
|
|
2019
Q1 | $20K | Hold |
408
| – | – | 0.01% | 556 |
|
|
2018
Q4 | $18K | Sell |
408
-632
| -61% | -$27.9K | 0.01% | 503 |
|
|
2018
Q3 | $61K | Buy |
+1,040
| New | +$61K | 0.04% | 274 |
|
|
2017
Q3 | – | Sell |
-199
| Closed | -$13K | – | 943 |
|
|
2017
Q2 | $13K | Buy |
199
+1
| +0.5% | +$65 | 0.01% | 479 |
|
|
2017
Q1 | $12K | Sell |
198
-80
| -29% | -$4.85K | 0.01% | 463 |
|
|
2016
Q4 | $16K | Buy |
+278
| New | +$16K | 0.02% | 389 |
|