SS
Sunbelt Securities’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Buy |
9,877
+3,024
| +44% | +$234K | 0.07% | 252 |
|
|
2025
Q1 | $578K | Sell |
6,853
-3,024
| -31% | -$255K | 0.05% | 288 |
|
|
2024
Q4 | $763K | Hold |
9,877
| – | – | 0.07% | 252 |
|
|
2024
Q3 | $848K | Hold |
9,877
| – | – | 0.08% | 233 |
|
|
2024
Q2 | $775K | Buy |
9,877
+2,757
| +39% | +$216K | 0.08% | 231 |
|
|
2024
Q1 | $615K | Hold |
7,120
| – | – | 0.07% | 279 |
|
|
2023
Q4 | $560K | Sell |
7,120
-223
| -3% | -$17.5K | 0.07% | 279 |
|
|
2023
Q3 | $529K | Hold |
7,343
| – | – | 0.07% | 276 |
|
|
2023
Q2 | $557K | Sell |
7,343
-1,400
| -16% | -$106K | 0.08% | 261 |
|
|
2023
Q1 | $648K | Hold |
8,743
| – | – | 0.1% | 215 |
|
|
2022
Q4 | $734K | Buy |
8,743
+400
| +5% | +$33.6K | 0.14% | 172 |
|
|
2022
Q3 | $602K | Sell |
8,343
-400
| -5% | -$28.9K | 0.13% | 200 |
|
|
2022
Q2 | $584K | Sell |
8,743
-442
| -5% | -$29.5K | 0.12% | 213 |
|
|
2022
Q1 | $685K | Sell |
9,185
-15,362
| -63% | -$1.15M | 0.13% | 200 |
|
|
2021
Q4 | $1.92M | Sell |
24,547
-5,155
| -17% | -$403K | 0.31% | 81 |
|
|
2021
Q3 | $1.81M | Hold |
29,702
| – | – | 0.33% | 82 |
|
|
2021
Q2 | $1.81M | Sell |
29,702
-1,200
| -4% | -$73.2K | 0.33% | 82 |
|
|
2021
Q1 | $1.85M | Buy |
30,902
+1,055
| +4% | +$63.3K | 0.37% | 68 |
|
|
2020
Q4 | $1.48M | Buy |
29,847
+18,285
| +158% | +$907K | 0.31% | 80 |
|
|
2020
Q3 | $466K | Sell |
11,562
-1,000
| -8% | -$40.3K | 0.13% | 200 |
|
|
2020
Q2 | $522K | Hold |
12,562
| – | – | 0.18% | 150 |
|
|
2020
Q1 | $394K | Sell |
12,562
-18,371
| -59% | -$576K | 0.02% | 270 |
|
|
2019
Q4 | $1.7M | Buy |
30,933
+454
| +1% | +$25K | 0.18% | 122 |
|
|
2019
Q3 | $1.74M | Buy |
30,479
+21,356
| +234% | +$1.22M | 0.2% | 108 |
|
|
2019
Q2 | $528K | Buy |
9,123
+2,470
| +37% | +$143K | 0.23% | 128 |
|
|
2019
Q1 | $334K | Buy |
+6,653
| New | +$334K | 0.17% | 164 |
|