Snowden Capital Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,560
| Closed | -$220K | – | 1248 |
|
|
2024
Q3 | $220K | Sell |
2,560
-275
| -10% | -$23.6K | 0.01% | 1136 |
|
|
2024
Q2 | $222K | Buy |
2,835
+7
| +0.2% | +$549 | 0.01% | 1099 |
|
|
2024
Q1 | $244K | Buy |
2,828
+41
| +1% | +$3.54K | 0.01% | 1051 |
|
|
2023
Q4 | $219K | Sell |
2,787
-407
| -13% | -$32K | 0.01% | 1045 |
|
|
2023
Q3 | $230K | Sell |
3,194
-293
| -8% | -$21.1K | 0.01% | 960 |
|
|
2023
Q2 | $264K | Sell |
3,487
-93
| -3% | -$7.05K | 0.01% | 1003 |
|
|
2023
Q1 | $266K | Sell |
3,580
-393
| -10% | -$29.2K | 0.01% | 980 |
|
|
2022
Q4 | $333K | Sell |
3,973
-432
| -10% | -$36.3K | 0.01% | 877 |
|
|
2022
Q3 | $317K | Sell |
4,405
-30
| -0.7% | -$2.16K | 0.01% | 872 |
|
|
2022
Q2 | $296K | Buy |
4,435
+1,278
| +40% | +$85.3K | 0.01% | 876 |
|
|
2022
Q1 | $231K | Buy |
3,157
+1,106
| +54% | +$80.9K | 0.01% | 923 |
|
|
2021
Q4 | $148K | Buy |
+2,051
| New | +$148K | 0.01% | 733 |
|