Sigma Planning Corp’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
Q3 | – | Sell |
-2,744
| Closed | -$208K | – | 1271 |
|
|
2023
Q2 | $208K | Sell |
2,744
-286
| -9% | -$21.7K | 0.01% | 1085 |
|
|
2023
Q1 | $225K | Buy |
3,030
+9
| +0.3% | +$669 | 0.01% | 1124 |
|
|
2022
Q4 | $254K | Buy |
3,021
+39
| +1% | +$3.27K | 0.01% | 1038 |
|
|
2022
Q3 | $215K | Buy |
+2,982
| New | +$215K | 0.01% | 1086 |
|
|
2022
Q2 | – | Sell |
-3,150
| Closed | -$231K | – | 1376 |
|
|
2022
Q1 | $231K | Buy |
3,150
+6
| +0.2% | +$440 | 0.01% | 1163 |
|
|
2021
Q4 | $227K | Buy |
+3,144
| New | +$227K | 0.01% | 1207 |
|
|
2021
Q2 | – | Sell |
-3,627
| Closed | -$218K | – | 1443 |
|
|
2021
Q1 | $218K | Buy |
+3,627
| New | +$218K | 0.01% | 1137 |
|