Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $14K | Hold |
213
| – | – | ﹤0.01% | 718 |
|
|
2021
Q2 | $13K | Hold |
213
| – | – | ﹤0.01% | 669 |
|
|
2021
Q1 | $13K | Hold |
213
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q4 | $11K | Hold |
213
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q3 | $9K | Hold |
213
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q2 | $9K | Hold |
213
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q1 | $7K | Hold |
213
| – | – | ﹤0.01% | 1169 |
|
|
2019
Q4 | $12K | Hold |
213
| – | – | ﹤0.01% | 1075 |
|
|
2019
Q3 | $12K | Hold |
213
| – | – | ﹤0.01% | 1071 |
|
|
2019
Q2 | $12K | Hold |
213
| – | – | ﹤0.01% | 1057 |
|
|
2019
Q1 | $11K | Buy |
213
+113
| +113% | +$5.84K | ﹤0.01% | 975 |
|
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1069 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 994 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 957 |
|
|
2018
Q1 | $6.09K | Hold |
100
| – | – | ﹤0.01% | 907 |
|
|
2017
Q4 | $7.06K | Hold |
100
| – | – | ﹤0.01% | 899 |
|
|
2017
Q3 | $6.43K | Hold |
100
| – | – | ﹤0.01% | 815 |
|
|
2017
Q2 | $6.41K | Hold |
100
| – | – | ﹤0.01% | 797 |
|
|
2017
Q1 | $6.31K | Buy |
+100
| New | +$6.31K | ﹤0.01% | 752 |
|
|
2015
Q4 | – | Sell |
-115
| Closed | -$5K | – | 1060 |
|
|
2015
Q3 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 730 |
|