San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7K | Hold |
103
| – | – | ﹤0.01% | 545 |
|
|
2021
Q1 | $6K | Hold |
103
| – | – | ﹤0.01% | 592 |
|
|
2020
Q4 | $5K | Hold |
103
| – | – | ﹤0.01% | 565 |
|
|
2020
Q3 | $4K | Hold |
103
| – | – | ﹤0.01% | 561 |
|
|
2020
Q2 | $4K | Buy |
103
+10
| +11% | +$388 | ﹤0.01% | 550 |
|
|
2020
Q1 | $3K | Buy |
93
+62
| +200% | +$2K | ﹤0.01% | 625 |
|
|
2019
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 754 |
|
|
2019
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 749 |
|
|
2019
Q2 | $2K | Sell |
31
-9
| -23% | -$581 | ﹤0.01% | 760 |
|
|
2019
Q1 | $2K | Buy |
40
+9
| +29% | +$450 | ﹤0.01% | 788 |
|
|
2018
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 887 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$5K | – | 904 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 629 |
|
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 741 |
|
|
2017
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 724 |
|