Sowell Financial Services’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
Q2 | – | Sell |
-6,447
| Closed | -$429K | – | 2087 |
|
|
2021
Q1 | $429K | Buy |
6,447
+3,452
| +115% | +$230K | 0.01% | 712 |
|
|
2020
Q4 | $149K | Sell |
2,995
-5,404
| -64% | -$269K | 0.01% | 981 |
|
|
2020
Q3 | $338K | Buy |
8,399
+383
| +5% | +$15.4K | 0.02% | 574 |
|
|
2020
Q2 | $333K | Sell |
8,016
-453
| -5% | -$18.8K | 0.02% | 563 |
|
|
2020
Q1 | $265K | Buy |
8,469
+2,720
| +47% | +$85.1K | 0.02% | 582 |
|
|
2019
Q4 | $316K | Buy |
5,749
+1,496
| +35% | +$82.2K | 0.02% | 581 |
|
|
2019
Q3 | $243K | Buy |
+4,253
| New | +$243K | 0.02% | 586 |
|
|
2019
Q1 | $206K | Buy |
+4,107
| New | +$206K | 0.02% | 516 |
|
|
2018
Q4 | – | Sell |
-3,774
| Closed | -$221K | – | 514 |
|
|
2018
Q3 | $221K | Buy |
+3,774
| New | +$221K | 0.03% | 316 |
|