Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $43.3K | Buy |
559
+195
| +54% | +$15.1K | 0.01% | 309 |
|
|
2024
Q3 | $31.3K | Hold |
364
| – | – | 0.01% | 359 |
|
|
2024
Q2 | $28.6K | Hold |
364
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $31.4K | Hold |
364
| – | – | 0.01% | 346 |
|
|
2023
Q4 | $28.6K | Hold |
364
| – | – | 0.01% | 347 |
|
|
2023
Q3 | $26.2K | Hold |
364
| – | – | 0.01% | 357 |
|
|
2023
Q2 | $27.6K | Hold |
364
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $27.1K | Hold |
364
| – | – | 0.01% | 358 |
|
|
2022
Q4 | $30.5K | Hold |
364
| – | – | 0.01% | 354 |
|
|
2022
Q3 | $27K | Hold |
364
| – | – | 0.01% | 377 |
|
|
2022
Q2 | $24K | Hold |
364
| – | – | 0.01% | 383 |
|
|
2022
Q1 | $27K | Hold |
364
| – | – | 0.01% | 361 |
|
|
2021
Q4 | $26K | Hold |
364
| – | – | 0.01% | 387 |
|
|
2021
Q3 | $23K | Hold |
364
| – | – | 0.01% | 400 |
|
|
2021
Q2 | $23K | Hold |
364
| – | – | 0.01% | 392 |
|
|
2021
Q1 | $22 | Hold |
364
| – | – | 0.01% | 385 |
|
|
2020
Q4 | $18K | Hold |
364
| – | – | 0.01% | 398 |
|
|
2020
Q3 | $15K | Hold |
364
| – | – | 0.01% | 401 |
|
|
2020
Q2 | $15K | Hold |
364
| – | – | 0.01% | 392 |
|
|
2020
Q1 | $11K | Hold |
364
| – | – | ﹤0.01% | 418 |
|
|
2019
Q4 | $20K | Buy |
+364
| New | +$20K | 0.01% | 370 |
|