Raymond James Financial Services 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
Q3 | $5.41M | Buy |
63,005
+2,311
| +4% | +$199K | 0.01% | 1179 |
|
|
2024
Q2 | $4.76M | Buy |
60,694
+756
| +1% | +$59.3K | 0.01% | 1188 |
|
|
2024
Q1 | $5.17M | Sell |
59,938
-7,176
| -11% | -$619K | 0.01% | 1122 |
|
|
2023
Q4 | $5.28M | Sell |
67,114
-11,682
| -15% | -$919K | 0.01% | 1059 |
|
|
2023
Q3 | $5.68M | Sell |
78,796
-58,313
| -43% | -$4.2M | 0.01% | 949 |
|
|
2023
Q2 | $10.4M | Buy |
137,109
+3,246
| +2% | +$246K | 0.02% | 702 |
|
|
2023
Q1 | $9.95M | Buy |
133,863
+16,556
| +14% | +$1.23M | 0.02% | 691 |
|
|
2022
Q4 | $9.84M | Sell |
117,307
-15,370
| -12% | -$1.29M | 0.02% | 657 |
|
|
2022
Q3 | $9.57M | Buy |
132,677
+48,750
| +58% | +$3.52M | 0.02% | 640 |
|
|
2022
Q2 | $5.61M | Sell |
83,927
-14,012
| -14% | -$936K | 0.01% | 876 |
|
|
2022
Q1 | $7.19M | Buy |
97,939
+12,969
| +15% | +$952K | 0.01% | 824 |
|
|
2021
Q4 | $6.15M | Buy |
84,970
+113
| +0.1% | +$8.17K | 0.01% | 921 |
|
|
2021
Q3 | $5.47M | Buy |
84,857
+11,955
| +16% | +$770K | 0.01% | 927 |
|
|
2021
Q2 | $4.61M | Sell |
72,902
-23,821
| -25% | -$1.51M | 0.01% | 1013 |
|
|
2021
Q1 | $5.8M | Buy |
96,723
+27,762
| +40% | +$1.66M | 0.01% | 836 |
|
|
2020
Q4 | $3.42M | Sell |
68,961
-8,351
| -11% | -$414K | 0.01% | 1007 |
|
|
2020
Q3 | $3.11M | Buy |
77,312
+29,202
| +61% | +$1.18M | 0.01% | 967 |
|
|
2020
Q2 | $2M | Buy |
+48,110
| New | +$2M | 0.01% | 1127 |
|
|
2020
Q1 | – | Sell |
-44,823
| Closed | -$2.47M | – | 2697 |
|
|
2019
Q4 | $2.47M | Sell |
44,823
-3,163
| -7% | -$174K | 0.01% | 1070 |
|
|
2019
Q3 | $2.74M | Buy |
47,986
+9,051
| +23% | +$517K | 0.01% | 954 |
|
|
2019
Q2 | $2.26M | Buy |
38,935
+3,218
| +9% | +$186K | 0.01% | 1037 |
|
|
2019
Q1 | $1.79M | Sell |
35,717
-13,860
| -28% | -$696K | 0.01% | 1121 |
|
|
2018
Q4 | $2.19M | Sell |
49,577
-2,370
| -5% | -$105K | 0.01% | 858 |
|
|
2018
Q3 | $3.04M | Sell |
51,947
-18,119
| -26% | -$1.06M | 0.01% | 857 |
|
|
2018
Q2 | $3.71M | Buy |
70,066
+7,613
| +12% | +$403K | 0.02% | 729 |
|
|
2018
Q1 | $3.8M | Buy |
62,453
+12,050
| +24% | +$734K | 0.02% | 661 |
|
|
2017
Q4 | $3.56M | Buy |
50,403
+10,863
| +27% | +$767K | 0.02% | 669 |
|
|
2017
Q3 | $2.54M | Sell |
39,540
-1,127
| -3% | -$72.5K | 0.02% | 809 |
|
|
2017
Q2 | $2.61M | Sell |
40,667
-6,042
| -13% | -$387K | 0.02% | 766 |
|
|
2017
Q1 | $2.95M | Buy |
46,709
+7,865
| +20% | +$496K | 0.02% | 663 |
|
|
2016
Q4 | $2.25M | Buy |
38,844
+2,768
| +8% | +$160K | 0.02% | 720 |
|
|
2016
Q3 | $1.86M | Buy |
36,076
+5,357
| +17% | +$276K | 0.02% | 805 |
|
|
2016
Q2 | $1.26M | Sell |
30,719
-6,447
| -17% | -$265K | 0.01% | 922 |
|
|
2016
Q1 | $1.47M | Sell |
37,166
-34,508
| -48% | -$1.36M | 0.02% | 750 |
|
|
2015
Q4 | $3.22M | Buy |
71,674
+9,363
| +15% | +$421K | 0.04% | 474 |
|
|
2015
Q3 | $2.95M | Buy |
+62,311
| New | +$2.95M | 0.05% | 404 |
|