Plante Moran Financial 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 | $51.9K | Buy |
654
+108
| +20% | +$8.58K | ﹤0.01% | 325 |
|
|
2025
Q1 | $46.1K | Sell |
546
-5
| -0.9% | -$422 | ﹤0.01% | 355 |
|
|
2024
Q4 | $42.7K | Hold |
551
| – | – | ﹤0.01% | 374 |
|
|
2024
Q3 | $47.3K | Sell |
551
-95
| -15% | -$8.16K | ﹤0.01% | 394 |
|
|
2024
Q2 | $50.7K | Buy |
646
+100
| +18% | +$7.85K | 0.01% | 337 |
|
|
2024
Q1 | $47.1K | Hold |
546
| – | – | 0.01% | 352 |
|
|
2023
Q4 | $43K | Sell |
546
-77
| -12% | -$6.06K | ﹤0.01% | 338 |
|
|
2023
Q3 | $44.9K | Sell |
623
-71
| -10% | -$5.12K | 0.01% | 304 |
|
|
2023
Q2 | $52.6K | Sell |
694
-101
| -13% | -$7.66K | 0.01% | 295 |
|
|
2023
Q1 | $59.1K | Hold |
795
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $66.7K | Buy |
795
+200
| +34% | +$16.8K | 0.01% | 281 |
|
|
2022
Q3 | $43K | Buy |
595
+111
| +23% | +$8.02K | 0.01% | 330 |
|
|
2022
Q2 | $32K | Hold |
484
| – | – | 0.01% | 377 |
|
|
2022
Q1 | $36K | Buy |
484
+148
| +44% | +$11K | 0.01% | 382 |
|
|
2021
Q4 | $24K | Hold |
336
| – | – | ﹤0.01% | 517 |
|
|
2021
Q3 | $22K | Hold |
336
| – | – | ﹤0.01% | 541 |
|
|
2021
Q2 | $21K | Hold |
336
| – | – | 0.01% | 552 |
|
|
2021
Q1 | $20K | Sell |
336
-2,189
| -87% | -$130K | 0.01% | 538 |
|
|
2020
Q4 | $125K | Buy |
2,525
+1,548
| +158% | +$76.6K | 0.04% | 222 |
|
|
2020
Q3 | $39K | Hold |
977
| – | – | 0.01% | 364 |
|
|
2020
Q2 | $41K | Hold |
977
| – | – | 0.02% | 317 |
|
|
2020
Q1 | $31K | Hold |
977
| – | – | 0.01% | 325 |
|
|
2019
Q4 | $54K | Hold |
977
| – | – | 0.02% | 312 |
|
|
2019
Q3 | $56K | Hold |
977
| – | – | 0.02% | 329 |
|
|
2019
Q2 | $57K | Hold |
977
| – | – | 0.02% | 311 |
|
|
2019
Q1 | $49K | Buy |
977
+101
| +12% | +$5.07K | 0.02% | 334 |
|
|
2018
Q4 | $39K | Sell |
876
-195
| -18% | -$8.68K | 0.01% | 337 |
|
|
2018
Q3 | $63K | Buy |
1,071
+195
| +22% | +$11.5K | 0.02% | 264 |
|
|
2018
Q2 | $46K | Sell |
876
-81
| -8% | -$4.25K | 0.02% | 341 |
|
|
2018
Q1 | $58K | Sell |
957
-42
| -4% | -$2.55K | 0.03% | 317 |
|
|
2017
Q4 | $70K | Buy |
999
+42
| +4% | +$2.94K | 0.04% | 281 |
|
|
2017
Q3 | $62K | Hold |
957
| – | – | 0.04% | 265 |
|
|
2017
Q2 | $61K | Hold |
957
| – | – | 0.04% | 270 |
|
|
2017
Q1 | $60K | Buy |
957
+68
| +8% | +$4.26K | 0.04% | 286 |
|
|
2016
Q4 | $51K | Buy |
889
+13
| +1% | +$746 | 0.03% | 327 |
|
|
2016
Q3 | $45K | Buy |
876
+355
| +68% | +$18.2K | 0.03% | 345 |
|
|
2016
Q2 | $21K | Sell |
521
-169
| -24% | -$6.81K | 0.02% | 420 |
|
|
2016
Q1 | $27K | Sell |
690
-170
| -20% | -$6.65K | 0.02% | 344 |
|
|
2015
Q4 | $39K | Buy |
860
+177
| +26% | +$8.03K | 0.03% | 331 |
|
|
2015
Q3 | $32K | Hold |
683
| – | – | 0.03% | 325 |
|
|
2015
Q2 | $35K | Buy |
683
+132
| +24% | +$6.76K | 0.03% | 346 |
|
|
2015
Q1 | $28K | Hold |
551
| – | – | 0.02% | 360 |
|
|
2014
Q4 | $29K | Sell |
551
-78
| -12% | -$4.11K | 0.02% | 358 |
|
|
2014
Q3 | $33K | Hold |
629
| – | – | 0.03% | 318 |
|
|
2014
Q2 | $32K | Hold |
629
| – | – | 0.03% | 301 |
|
|
2014
Q1 | $29K | Hold |
629
| – | – | 0.03% | 217 |
|
|
2013
Q4 | $31K | Hold |
629
| – | – | 0.02% | 295 |
|
|
2013
Q3 | $27K | Hold |
629
| – | – | 0.02% | 254 |
|
|
2013
Q2 | $24K | Buy |
+629
| New | +$24K | 0.02% | 234 |
|