RE Dickinson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $549K | Buy |
709
+6
| +0.9% | +$4.65K | 0.03% | 87 |
|
|
2024
Q3 | $60.4K | Buy |
703
+6
| +0.9% | +$515 | 0.03% | 86 |
|
|
2024
Q2 | $54.7K | Buy |
697
+6
| +0.9% | +$471 | 0.03% | 87 |
|
|
2024
Q1 | $60K | Sell |
691
-50
| -7% | -$4.34K | 0.04% | 79 |
|
|
2023
Q4 | $24K | Buy |
741
+68
| +10% | +$2.2K | 0.02% | 117 |
|
|
2023
Q3 | $49K | Buy |
673
+5
| +0.7% | +$364 | 0.03% | 83 |
|
|
2023
Q2 | $51K | Sell |
668
-355
| -35% | -$27.1K | 0.02% | 153 |
|
|
2023
Q1 | $49K | Buy |
1,023
+361
| +55% | +$17.3K | 0.02% | 159 |
|
|
2022
Q4 | $55K | Sell |
662
-297
| -31% | -$24.7K | 0.02% | 140 |
|
|
2022
Q3 | $48K | Buy |
959
+296
| +45% | +$14.8K | 0.04% | 72 |
|
|
2022
Q2 | $44 | Buy |
663
+7
| +1% | – | 0.01% | 83 |
|
|
2022
Q1 | $48K | Buy |
656
+5
| +0.8% | +$366 | 0.03% | 88 |
|
|
2021
Q4 | $47K | Buy |
+651
| New | +$47K | 0.04% | 91 |
|