Providence Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-320
| Closed | -$27.5K | – | 262 |
|
|
2024
Q3 | $27.5K | Hold |
320
| – | – | 0.01% | 199 |
|
|
2024
Q2 | $25.1K | Hold |
320
| – | – | 0.01% | 193 |
|
|
2024
Q1 | $27.6K | Hold |
320
| – | – | 0.01% | 184 |
|
|
2023
Q4 | $25.2K | Hold |
320
| – | – | 0.01% | 202 |
|
|
2023
Q3 | $23.1K | Hold |
320
| – | – | 0.01% | 198 |
|
|
2023
Q2 | $24.3K | Hold |
320
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $23.8K | Hold |
320
| – | – | 0.01% | 181 |
|
|
2022
Q4 | $26.9K | Hold |
320
| – | – | 0.01% | 170 |
|
|
2022
Q3 | $23K | Hold |
320
| – | – | 0.01% | 173 |
|
|
2022
Q2 | $21K | Buy |
320
+267
| +504% | +$17.5K | 0.01% | 182 |
|
|
2022
Q1 | $4K | Sell |
53
-54
| -50% | -$4.08K | ﹤0.01% | 283 |
|
|
2021
Q4 | $8K | Sell |
107
-53
| -33% | -$3.96K | ﹤0.01% | 239 |
|
|
2021
Q3 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 224 |
|