PSI 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 | $1.05M | Buy |
13,190
+2,829
| +27% | +$225K | 0.51% | 28 |
|
|
2025
Q1 | $874K | Buy |
10,361
+277
| +3% | +$23.4K | 0.28% | 47 |
|
|
2024
Q4 | $781K | Sell |
10,084
-200
| -2% | -$15.5K | 0.23% | 59 |
|
|
2024
Q3 | $883K | Hold |
10,284
| – | – | 0.26% | 58 |
|
|
2024
Q2 | $807K | Hold |
10,284
| – | – | 0.26% | 58 |
|
|
2024
Q1 | $888K | Hold |
10,284
| – | – | 0.32% | 56 |
|
|
2023
Q4 | $809K | Hold |
10,284
| – | – | 0.3% | 60 |
|
|
2023
Q3 | $741K | Sell |
10,284
-2,709
| -21% | -$195K | 0.32% | 58 |
|
|
2023
Q2 | $985K | Hold |
12,993
| – | – | 0.43% | 46 |
|
|
2023
Q1 | $966K | Sell |
12,993
-521
| -4% | -$38.7K | 0.47% | 46 |
|
|
2022
Q4 | $1.13M | Sell |
13,514
-1,783
| -12% | -$150K | 0.6% | 33 |
|
|
2022
Q3 | $1.1M | Hold |
15,297
| – | – | 0.58% | 33 |
|
|
2022
Q2 | $1.02M | Sell |
15,297
-834
| -5% | -$55.7K | 0.5% | 39 |
|
|
2022
Q1 | $1.18M | Buy |
16,131
+103
| +0.6% | +$7.56K | 0.49% | 43 |
|
|
2021
Q4 | $1.16M | Buy |
16,028
+501
| +3% | +$36.2K | 0.47% | 42 |
|
|
2021
Q3 | $1M | Hold |
15,527
| – | – | 0.46% | 42 |
|
|
2021
Q2 | $981K | Sell |
15,527
-2,000
| -11% | -$126K | 0.52% | 43 |
|
|
2021
Q1 | $1.05M | Buy |
17,527
+2,782
| +19% | +$167K | 0.62% | 41 |
|
|
2020
Q4 | $731K | Hold |
14,745
| – | – | 0.5% | 44 |
|
|
2020
Q3 | $593K | Sell |
14,745
-21
| -0.1% | -$845 | 0.45% | 49 |
|
|
2020
Q2 | $613K | Hold |
14,766
| – | – | 0.49% | 48 |
|
|
2020
Q1 | $462K | Buy |
14,766
+1,260
| +9% | +$39.4K | 0.42% | 53 |
|
|
2019
Q4 | $742K | Buy |
+13,506
| New | +$742K | 0.48% | 43 |
|