Prime Capital 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 | $492K | Sell |
6,200
-1,849
| -23% | -$147K | 0.01% | 622 |
|
|
2025
Q1 | $679K | Buy |
8,049
+1,661
| +26% | +$140K | 0.01% | 581 |
|
|
2024
Q4 | $494K | Buy |
6,388
+30
| +0.5% | +$2.32K | 0.01% | 573 |
|
|
2024
Q3 | $546K | Buy |
6,358
+142
| +2% | +$12.2K | 0.01% | 564 |
|
|
2024
Q2 | $488K | Sell |
6,216
-616
| -9% | -$48.3K | 0.01% | 584 |
|
|
2024
Q1 | $590K | Buy |
6,832
+763
| +13% | +$65.9K | 0.01% | 580 |
|
|
2023
Q4 | $477K | Buy |
6,069
+547
| +10% | +$43K | 0.01% | 584 |
|
|
2023
Q3 | $398K | Sell |
5,522
-450
| -8% | -$32.4K | 0.01% | 510 |
|
|
2023
Q2 | $453K | Buy |
5,972
+3,047
| +104% | +$231K | 0.01% | 505 |
|
|
2023
Q1 | $217K | Sell |
2,925
-1,769
| -38% | -$131K | 0.01% | 492 |
|
|
2022
Q4 | $394K | Buy |
+4,694
| New | +$394K | 0.02% | 372 |
|
|
2020
Q1 | – | Sell |
-104
| Closed | -$6K | – | 582 |
|
|
2019
Q4 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 529 |
|
|
2019
Q1 | – | Sell |
-21
| Closed | -$1K | – | 420 |
|
|
2018
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 346 |
|
|
2018
Q3 | – | Sell |
-317
| Closed | -$17K | – | 326 |
|
|
2018
Q2 | $17K | Hold |
317
| – | – | 0.01% | 249 |
|
|
2018
Q1 | $19K | Hold |
317
| – | – | 0.01% | 192 |
|
|
2017
Q4 | $22K | Buy |
+317
| New | +$22K | 0.02% | 189 |
|