Steward Partners Investment Advisory’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 | $606K | Sell |
7,626
-1,047
| -12% | -$83.2K | ﹤0.01% | 1206 |
|
|
2025
Q1 | $732K | Sell |
8,673
-32
| -0.4% | -$2.7K | 0.01% | 1043 |
|
|
2024
Q4 | $674K | Sell |
8,705
-656
| -7% | -$50.8K | 0.01% | 1028 |
|
|
2024
Q3 | $804K | Sell |
9,361
-269
| -3% | -$23.1K | 0.01% | 932 |
|
|
2024
Q2 | $755K | Buy |
9,630
+1,033
| +12% | +$81K | 0.01% | 908 |
|
|
2024
Q1 | $742K | Buy |
8,597
+257
| +3% | +$22.2K | 0.01% | 897 |
|
|
2023
Q4 | $656K | Buy |
8,340
+44
| +0.5% | +$3.46K | 0.01% | 876 |
|
|
2023
Q3 | $598K | Buy |
8,296
+135
| +2% | +$9.73K | 0.01% | 862 |
|
|
2023
Q2 | $619K | Sell |
8,161
-1,774
| -18% | -$135K | 0.01% | 861 |
|
|
2023
Q1 | $738K | Sell |
9,935
-508
| -5% | -$37.8K | 0.01% | 780 |
|
|
2022
Q4 | $876K | Sell |
10,443
-403
| -4% | -$33.8K | 0.01% | 709 |
|
|
2022
Q3 | $783K | Buy |
10,846
+273
| +3% | +$19.7K | 0.01% | 703 |
|
|
2022
Q2 | $706K | Buy |
10,573
+448
| +4% | +$29.9K | 0.01% | 747 |
|
|
2022
Q1 | $743K | Buy |
10,125
+9
| +0.1% | +$660 | 0.01% | 789 |
|
|
2021
Q4 | $732K | Sell |
10,116
-16
| -0.2% | -$1.16K | 0.01% | 806 |
|
|
2021
Q3 | $653K | Buy |
10,132
+311
| +3% | +$20K | 0.01% | 824 |
|
|
2021
Q2 | $621K | Buy |
9,821
+1,159
| +13% | +$73.3K | 0.01% | 852 |
|
|
2021
Q1 | $519K | Hold |
8,662
| – | – | 0.01% | 878 |
|
|
2020
Q4 | $430K | Sell |
8,662
-150
| -2% | -$7.45K | 0.01% | 802 |
|
|
2020
Q3 | $355K | Buy |
8,812
+666
| +8% | +$26.8K | 0.01% | 766 |
|
|
2020
Q2 | $338K | Buy |
8,146
+1,900
| +30% | +$78.8K | 0.01% | 731 |
|
|
2020
Q1 | $195K | Sell |
6,246
-625
| -9% | -$19.5K | 0.01% | 804 |
|
|
2019
Q4 | $377K | Sell |
6,871
-9
| -0.1% | -$494 | 0.01% | 700 |
|
|
2019
Q3 | $393K | Sell |
6,880
-225
| -3% | -$12.9K | 0.01% | 652 |
|
|
2019
Q2 | $411K | Buy |
7,105
+568
| +9% | +$32.9K | 0.02% | 607 |
|
|
2019
Q1 | $328K | Hold |
6,537
| – | – | 0.01% | 617 |
|
|
2018
Q4 | $288K | Sell |
6,537
-30
| -0.5% | -$1.32K | 0.01% | 611 |
|
|
2018
Q3 | $385K | Buy |
6,567
+744
| +13% | +$43.6K | 0.02% | 569 |
|
|
2018
Q2 | $308K | Hold |
5,823
| – | – | 0.02% | 561 |
|
|
2018
Q1 | $354K | Buy |
5,823
+45
| +0.8% | +$2.74K | 0.02% | 498 |
|
|
2017
Q4 | $407K | Sell |
5,778
-115
| -2% | -$8.1K | 0.03% | 403 |
|
|
2017
Q3 | $379K | Buy |
5,893
+195
| +3% | +$12.5K | 0.04% | 346 |
|
|
2017
Q2 | $365K | Buy |
5,698
+2,310
| +68% | +$148K | 0.04% | 322 |
|
|
2017
Q1 | $213K | Buy |
3,388
+1,220
| +56% | +$76.7K | 0.03% | 313 |
|
|
2016
Q4 | $125K | Buy |
+2,168
| New | +$125K | 0.06% | 229 |
|