Private Ocean’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $37.4K | Sell |
477
-77
| -14% | -$6.04K | ﹤0.01% | 288 |
|
|
2024
Q1 | $47.8K | Hold |
554
| – | – | 0.01% | 246 |
|
|
2023
Q4 | $43.6K | Hold |
554
| – | – | ﹤0.01% | 259 |
|
|
2023
Q3 | $39.9K | Hold |
554
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $42K | Hold |
554
| – | – | 0.01% | 273 |
|
|
2023
Q1 | $41.2K | Hold |
554
| – | – | 0.01% | 247 |
|
|
2022
Q4 | $46.5K | Hold |
554
| – | – | 0.01% | 228 |
|
|
2022
Q3 | $39K | Hold |
554
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $37K | Hold |
554
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $41K | Hold |
554
| – | – | 0.01% | 260 |
|
|
2021
Q4 | $40K | Buy |
554
+395
| +248% | +$28.5K | ﹤0.01% | 295 |
|
|
2021
Q3 | $10K | Hold |
159
| – | – | ﹤0.01% | 425 |
|
|
2021
Q2 | $10K | Hold |
159
| – | – | ﹤0.01% | 408 |
|
|
2021
Q1 | $10K | Hold |
159
| – | – | ﹤0.01% | 437 |
|
|
2020
Q4 | $8K | Hold |
159
| – | – | ﹤0.01% | 399 |
|
|
2020
Q3 | $6K | Hold |
159
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $6K | Hold |
159
| – | – | ﹤0.01% | 393 |
|
|
2020
Q1 | $4K | Hold |
159
| – | – | ﹤0.01% | 452 |
|
|
2019
Q4 | $9K | Hold |
159
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $10K | Hold |
159
| – | – | ﹤0.01% | 407 |
|
|
2019
Q2 | $9K | Hold |
159
| – | – | ﹤0.01% | 348 |
|
|
2019
Q1 | $8K | Hold |
159
| – | – | ﹤0.01% | 344 |
|
|
2018
Q4 | $7K | Hold |
159
| – | – | ﹤0.01% | 290 |
|
|
2018
Q3 | $9K | Hold |
159
| – | – | ﹤0.01% | 265 |
|
|
2018
Q2 | $8K | Hold |
159
| – | – | ﹤0.01% | 293 |
|
|
2018
Q1 | $9K | Hold |
159
| – | – | ﹤0.01% | 307 |
|
|
2017
Q4 | $11K | Hold |
159
| – | – | 0.01% | 225 |
|
|
2017
Q3 | $10K | Buy |
+159
| New | +$10K | 0.01% | 147 |
|