Rehmann Capital Advisory Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,980
| Closed | -$215K | – | 557 |
|
|
2023
Q3 | $215K | Sell |
2,980
-127
| -4% | -$9.15K | 0.02% | 477 |
|
|
2023
Q2 | $236K | Sell |
3,107
-305
| -9% | -$23.1K | 0.02% | 483 |
|
|
2023
Q1 | $254K | Buy |
3,412
+34
| +1% | +$2.53K | 0.02% | 461 |
|
|
2022
Q4 | $283K | Buy |
3,378
+494
| +17% | +$41.5K | 0.03% | 429 |
|
|
2022
Q3 | $208K | Buy |
+2,884
| New | +$208K | 0.02% | 479 |
|
|
2020
Q2 | – | Sell |
-9,341
| Closed | -$293K | – | 434 |
|
|
2020
Q1 | $293K | Buy |
+9,341
| New | +$293K | 0.05% | 290 |
|
|
2019
Q3 | $3.37K | Buy |
59
+12
| +26% | +$686 | ﹤0.01% | 1309 |
|
|
2019
Q2 | $2.72K | Sell |
47
-32
| -41% | -$1.85K | ﹤0.01% | 1712 |
|
|
2019
Q1 | $3.97K | Buy |
79
+25
| +46% | +$1.26K | ﹤0.01% | 1588 |
|
|
2018
Q4 | $2.39K | Sell |
54
-423
| -89% | -$18.7K | ﹤0.01% | 1417 |
|
|
2018
Q3 | $28K | Buy |
477
+35
| +8% | +$2.05K | ﹤0.01% | 1010 |
|
|
2018
Q2 | $23.4K | Buy |
442
+3
| +0.7% | +$159 | ﹤0.01% | 1045 |
|
|
2018
Q1 | $27K | Buy |
+439
| New | +$27K | ﹤0.01% | 983 |
|