Prime Capital Investment Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $536K | Buy |
5,943
+24
| +0.4% | +$2.19K | 0.01% | 656 |
|
|
2025
Q4 | $522K | Sell |
5,919
-122
| -2% | -$10.3K | 0.01% | 640 |
|
|
2025
Q3 | $501K | Sell |
6,041
-159
| -3% | -$12.7K | 0.01% | 637 |
|
|
2025
Q2 | $492K | Sell |
6,200
-1,849
| -23% | -$142K | 0.01% | 623 |
|
|
2025
Q1 | $679K | Buy |
8,049
+1,661
| +26% | +$138K | 0.01% | 581 |
|
|
2024
Q4 | $494K | Buy |
6,388
+30
| +0.5% | +$2.53K | 0.01% | 573 |
|
|
2024
Q3 | $546K | Buy |
6,358
+142
| +2% | +$11.5K | 0.01% | 564 |
|
|
2024
Q2 | $488K | Sell |
6,216
-616
| -9% | -$50K | 0.01% | 584 |
|
|
2024
Q1 | $590K | Buy |
6,832
+763
| +13% | +$61.2K | 0.01% | 581 |
|
|
2023
Q4 | $477K | Buy |
6,069
+547
| +10% | +$39.6K | 0.01% | 585 |
|
|
2023
Q3 | $398K | Sell |
5,522
-450
| -8% | -$34.9K | 0.01% | 510 |
|
|
2023
Q2 | $453K | Buy |
5,972
+3,047
| +104% | +$220K | 0.01% | 505 |
|
|
2023
Q1 | $217K | Sell |
2,925
-1,769
| -38% | -$150K | 0.01% | 492 |
|
|
2022
Q4 | $394K | Buy |
+4,694
| New | +$403K | 0.02% | 372 |
|
|
2020
Q1 | – | Sell |
-104
| Closed | -$6K | – | 583 |
|
|
2019
Q4 | $6K | Buy |
+104
| New | +$5.69K | ﹤0.01% | 530 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | -$1K | – | 422 |
|
|
2018
Q4 | $1K | Buy |
+21
| New | +$1.03K | ﹤0.01% | 348 |
|
|
2018
Q3 | – | Sell |
-317
| Closed | -$17K | – | 329 |
|
|
2018
Q2 | $17K | Hold |
317
| – | – | 0.01% | 249 |
|
|
2018
Q1 | $19K | Hold |
317
| – | – | 0.01% | 192 |
|
|
2017
Q4 | $22K | Buy |
+317
| New | +$21.8K | 0.02% | 189 |
|
Other funds holding PFG
NLI
VCM
VPM
