SeaCrest Wealth Management’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
Q1 | – | Sell |
-2,453
| Closed | -$206K | – | 662 |
|
|
2022
Q4 | $206K | Sell |
2,453
-937
| -28% | -$78.6K | 0.03% | 560 |
|
|
2022
Q3 | $245K | Sell |
3,390
-153
| -4% | -$11.1K | 0.04% | 486 |
|
|
2022
Q2 | $237K | Buy |
3,543
+11
| +0.3% | +$736 | 0.03% | 546 |
|
|
2022
Q1 | $259K | Buy |
3,532
+466
| +15% | +$34.2K | 0.03% | 569 |
|
|
2021
Q4 | $222K | Buy |
+3,066
| New | +$222K | 0.02% | 612 |
|
|
2020
Q1 | – | Sell |
-4,632
| Closed | -$255K | – | 569 |
|
|
2019
Q4 | $255K | Sell |
4,632
-90
| -2% | -$4.96K | 0.04% | 444 |
|
|
2019
Q3 | $270K | Sell |
4,722
-1
| -0% | -$57 | 0.05% | 417 |
|
|
2019
Q2 | $274K | Sell |
4,723
-242
| -5% | -$14K | 0.06% | 398 |
|
|
2019
Q1 | $249K | Buy |
4,965
+604
| +14% | +$30.3K | 0.04% | 404 |
|
|
2018
Q4 | $193K | Sell |
4,361
-390
| -8% | -$17.3K | 0.04% | 429 |
|
|
2018
Q3 | $278K | Buy |
4,751
+133
| +3% | +$7.78K | 0.05% | 407 |
|
|
2018
Q2 | $245K | Sell |
4,618
-682
| -13% | -$36.2K | 0.04% | 423 |
|
|
2018
Q1 | $323K | Buy |
5,300
+1,825
| +53% | +$111K | 0.06% | 350 |
|
|
2017
Q4 | $245K | Buy |
+3,475
| New | +$245K | 0.04% | 428 |
|