RegentAtlantic Capital’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.68M | Sell |
23,252
-642
| -3% | -$46.3K | 0.05% | 228 |
|
|
2022
Q2 | $1.6M | Sell |
23,894
-63
| -0.3% | -$4.21K | 0.05% | 233 |
|
|
2022
Q1 | $1.76M | Sell |
23,957
-31,129
| -57% | -$2.29M | 0.05% | 239 |
|
|
2021
Q4 | $3.98M | Buy |
55,086
+237
| +0.4% | +$17.1K | 0.11% | 146 |
|
|
2021
Q3 | $3.53M | Sell |
54,849
-508
| -0.9% | -$32.7K | 0.11% | 155 |
|
|
2021
Q2 | $3.5M | Sell |
55,357
-123
| -0.2% | -$7.77K | 0.11% | 148 |
|
|
2021
Q1 | $3.33M | Buy |
55,480
+3,700
| +7% | +$222K | 0.11% | 142 |
|
|
2020
Q4 | $2.57M | Buy |
51,780
+992
| +2% | +$49.2K | 0.1% | 144 |
|
|
2020
Q3 | $2.05M | Buy |
50,788
+579
| +1% | +$23.3K | 0.09% | 155 |
|
|
2020
Q2 | $2.09M | Buy |
50,209
+42,809
| +579% | +$1.78M | 0.12% | 148 |
|
|
2020
Q1 | $232K | Sell |
7,400
-1,539
| -17% | -$48.3K | 0.02% | 374 |
|
|
2019
Q4 | $492K | Buy |
8,939
+3,681
| +70% | +$203K | 0.03% | 312 |
|
|
2019
Q3 | $300K | Buy |
+5,258
| New | +$300K | 0.02% | 364 |
|
|
2015
Q1 | – | Sell |
-1,260
| Closed | -$65.4K | – | 769 |
|
|
2014
Q4 | $65.4K | Buy |
+1,260
| New | +$65.4K | 0.01% | 536 |
|