Reilly Financial Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $72K | Hold |
1,000
| – | – | 0.01% | 342 |
|
|
2021
Q3 | $64K | Sell |
1,000
-32
| -3% | -$2.05K | 0.01% | 335 |
|
|
2021
Q2 | $65K | Hold |
1,032
| – | – | 0.01% | 336 |
|
|
2021
Q1 | $62K | Hold |
1,032
| – | – | 0.01% | 323 |
|
|
2020
Q4 | $51K | Buy |
1,032
+1,000
| +3,125% | +$45.8K | ﹤0.01% | 332 |
|
|
2020
Q3 | $1K | Sell |
32
-83
| -72% | -$3.54K | ﹤0.01% | 809 |
|
|
2020
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 708 |
|
|
2020
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 719 |
|
|
2019
Q4 | $6K | Hold |
115
| – | – | ﹤0.01% | 719 |
|
|
2019
Q3 | $7K | Buy |
115
+32
| +39% | +$1.8K | ﹤0.01% | 693 |
|
|
2019
Q2 | $5K | Hold |
83
| – | – | ﹤0.01% | 778 |
|
|
2019
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 828 |
|
|
2018
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 792 |
|
|
2018
Q3 | $5K | Hold |
83
| – | – | ﹤0.01% | 832 |
|
|
2018
Q2 | $4K | Hold |
83
| – | – | ﹤0.01% | 852 |
|
|
2018
Q1 | $5K | Hold |
83
| – | – | ﹤0.01% | 780 |
|
|
2017
Q4 | $6K | Hold |
83
| – | – | ﹤0.01% | 751 |
|
|
2017
Q3 | $5K | Hold |
83
| – | – | ﹤0.01% | 760 |
|
|
2017
Q2 | $5K | Hold |
83
| – | – | ﹤0.01% | 768 |
|
|
2017
Q1 | $5K | Hold |
83
| – | – | ﹤0.01% | 739 |
|
|
2016
Q4 | $5K | Hold |
83
| – | – | ﹤0.01% | 670 |
|
|
2016
Q3 | $4K | Hold |
83
| – | – | ﹤0.01% | 681 |
|
|
2016
Q2 | $3K | Hold |
83
| – | – | ﹤0.01% | 682 |
|
|
2016
Q1 | $3K | Hold |
83
| – | – | ﹤0.01% | 1029 |
|
|
2015
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 980 |
|
|
2015
Q3 | $4K | Hold |
83
| – | – | ﹤0.01% | 1018 |
|
|
2015
Q2 | $4K | Hold |
83
| – | – | ﹤0.01% | 1119 |
|
|
2015
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 1065 |
|
|
2014
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 667 |
|
|
2014
Q3 | $4K | Hold |
83
| – | – | ﹤0.01% | 678 |
|
|
2014
Q2 | $4K | Hold |
83
| – | – | ﹤0.01% | 711 |
|
|
2014
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 701 |
|
|
2013
Q4 | $4K | Hold |
83
| – | – | ﹤0.01% | 714 |
|
|
2013
Q3 | $4K | Hold |
83
| – | – | ﹤0.01% | 632 |
|
|
2013
Q2 | $3K | Buy |
+83
| New | +$3.04K | ﹤0.01% | 710 |
|
Other funds holding PFG
NLI
CS
Reilly Financial Advisors's PFG Position: Q4 2021 in Review
Reilly Financial Advisors held its Principal Financial Group (PFG) position steady in Q4 2021 at 1,000 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #342.
Reilly Financial Advisors first reported a position in PFG in Q2 2013 and has held it in 35 quarters since. 664 funds tracked by Wall St. Rank hold PFG as of Q4 2021.
- Reilly Financial Advisors held 1,000 shares of Principal Financial Group worth $72K as of Q4 2021.
- Reilly Financial Advisors left its Principal Financial Group share count unchanged in Q4 2021.
- Principal Financial Group made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #342 holding.
- Reilly Financial Advisors first reported a position in Principal Financial Group in Q2 2013 and has held it in 35 quarters since.
- 664 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.