SignatureFD’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Sell |
2,443
-102
| -4% | -$8.1K | ﹤0.01% | 928 |
|
|
2025
Q1 | $215K | Sell |
2,545
-10
| -0.4% | -$844 | ﹤0.01% | 844 |
|
|
2024
Q4 | $198K | Buy |
2,555
+98
| +4% | +$7.59K | ﹤0.01% | 877 |
|
|
2024
Q3 | $211K | Sell |
2,457
-324
| -12% | -$27.8K | ﹤0.01% | 833 |
|
|
2024
Q2 | $218K | Buy |
2,781
+5
| +0.2% | +$392 | ﹤0.01% | 783 |
|
|
2024
Q1 | $240K | Buy |
2,776
+29
| +1% | +$2.5K | 0.01% | 759 |
|
|
2023
Q4 | $216K | Sell |
2,747
-263
| -9% | -$20.7K | 0.01% | 759 |
|
|
2023
Q3 | $217K | Buy |
3,010
+600
| +25% | +$43.2K | 0.01% | 715 |
|
|
2023
Q2 | $183K | Sell |
2,410
-33
| -1% | -$2.5K | ﹤0.01% | 792 |
|
|
2023
Q1 | $182K | Sell |
2,443
-102
| -4% | -$7.58K | 0.01% | 760 |
|
|
2022
Q4 | $214K | Sell |
2,545
-14
| -0.5% | -$1.18K | 0.01% | 687 |
|
|
2022
Q3 | $185K | Sell |
2,559
-763
| -23% | -$55.2K | 0.01% | 704 |
|
|
2022
Q2 | $222K | Sell |
3,322
-455
| -12% | -$30.4K | 0.01% | 661 |
|
|
2022
Q1 | $277K | Buy |
3,777
+69
| +2% | +$5.06K | 0.01% | 612 |
|
|
2021
Q4 | $268K | Buy |
3,708
+658
| +22% | +$47.6K | 0.01% | 606 |
|
|
2021
Q3 | $196K | Buy |
3,050
+568
| +23% | +$36.5K | 0.01% | 695 |
|
|
2021
Q2 | $157K | Buy |
2,482
+190
| +8% | +$12K | 0.01% | 766 |
|
|
2021
Q1 | $137K | Buy |
2,292
+128
| +6% | +$7.65K | 0.01% | 743 |
|
|
2020
Q4 | $107K | Buy |
2,164
+239
| +12% | +$11.8K | 0.01% | 751 |
|
|
2020
Q3 | $78K | Sell |
1,925
-31
| -2% | -$1.26K | ﹤0.01% | 797 |
|
|
2020
Q2 | $81K | Sell |
1,956
-77
| -4% | -$3.19K | ﹤0.01% | 757 |
|
|
2020
Q1 | $64K | Sell |
2,033
-477
| -19% | -$15K | 0.01% | 799 |
|
|
2019
Q4 | $138K | Sell |
2,510
-136
| -5% | -$7.48K | 0.01% | 589 |
|
|
2019
Q3 | $151K | Sell |
2,646
-855
| -24% | -$48.8K | 0.01% | 500 |
|
|
2019
Q2 | $203K | Buy |
3,501
+452
| +15% | +$26.2K | 0.02% | 385 |
|
|
2019
Q1 | $153K | Sell |
3,049
-117
| -4% | -$5.87K | 0.01% | 478 |
|
|
2018
Q4 | $140K | Buy |
3,166
+1,798
| +131% | +$79.5K | 0.01% | 468 |
|
|
2018
Q3 | $80K | Sell |
1,368
-838
| -38% | -$49K | 0.01% | 727 |
|
|
2018
Q2 | $117K | Buy |
2,206
+736
| +50% | +$39K | 0.01% | 567 |
|
|
2018
Q1 | $90K | Sell |
1,470
-5,081
| -78% | -$311K | 0.01% | 573 |
|
|
2017
Q4 | $462K | Buy |
6,551
+36
| +0.6% | +$2.54K | 0.06% | 157 |
|
|
2017
Q3 | $419K | Buy |
6,515
+41
| +0.6% | +$2.64K | 0.06% | 154 |
|
|
2017
Q2 | $415K | Buy |
6,474
+171
| +3% | +$11K | 0.06% | 141 |
|
|
2017
Q1 | $398K | Sell |
6,303
-21
| -0.3% | -$1.33K | 0.06% | 158 |
|
|
2016
Q4 | $366K | Buy |
6,324
+20
| +0.3% | +$1.16K | 0.06% | 132 |
|
|
2016
Q3 | $325K | Buy |
6,304
+107
| +2% | +$5.52K | 0.05% | 152 |
|
|
2016
Q2 | $255K | Buy |
6,197
+50
| +0.8% | +$2.06K | 0.04% | 157 |
|
|
2016
Q1 | $242K | Buy |
6,147
+254
| +4% | +$10K | 0.04% | 148 |
|
|
2015
Q4 | $265K | Sell |
5,893
-4,320
| -42% | -$194K | 0.05% | 120 |
|
|
2015
Q3 | $483K | Sell |
10,213
-14
| -0.1% | -$662 | 0.11% | 56 |
|
|
2015
Q2 | $525K | Buy |
10,227
+153
| +2% | +$7.85K | 0.11% | 57 |
|
|
2015
Q1 | $518K | Sell |
10,074
-97
| -1% | -$4.99K | 0.13% | 55 |
|
|
2014
Q4 | $528K | Buy |
10,171
+871
| +9% | +$45.2K | 0.13% | 60 |
|
|
2014
Q3 | $488K | Hold |
9,300
| – | – | 0.16% | 53 |
|
|
2014
Q2 | $469K | Hold |
9,300
| – | – | 0.16% | 53 |
|
|
2014
Q1 | $428K | Hold |
9,300
| – | – | 0.17% | 46 |
|
|
2013
Q4 | $459K | Hold |
9,300
| – | – | 0.17% | 47 |
|
|
2013
Q3 | $398K | Hold |
9,300
| – | – | 0.17% | 46 |
|
|
2013
Q2 | $348K | Buy |
+9,300
| New | +$348K | 0.18% | 56 |
|