Sutton Wealth Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $24.8K | Sell |
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|
2023
Q2 | $38.9K | Hold |
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|
2023
Q1 | $38.1K | Sell |
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|
2022
Q4 | $47.5K | Hold |
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|
2022
Q3 | $40.8K | Sell |
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|
2022
Q2 | $42.1K | Sell |
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|
2022
Q1 | $47.9K | Buy |
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|
2021
Q4 | $45.9K | Sell |
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|
2021
Q3 | $42.5K | Sell |
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|
2021
Q2 | $42.2K | Hold |
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|
2021
Q1 | $40.1K | Hold |
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|
2020
Q4 | $33.1K | Hold |
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|
2020
Q3 | $26.9K | Hold |
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|
2020
Q2 | $27.7K | Buy |
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|
2020
Q1 | $18.5K | Hold |
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|
2019
Q4 | $32.5K | Hold |
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|
2019
Q3 | $33.7K | Hold |
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|
2019
Q2 | $34.2K | Hold |
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|
2019
Q1 | $29.6K | Hold |
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|
2018
Q4 | $26.1K | Hold |
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|
2018
Q3 | $34.6K | Hold |
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|
2018
Q2 | $31.2K | Hold |
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|
2018
Q1 | $35.9K | Hold |
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|
2017
Q4 | $41.6K | Hold |
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|
2017
Q3 | $38K | Hold |
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|
2017
Q2 | $37.8K | Hold |
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|
2017
Q1 | $37.2K | Hold |
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|
2016
Q4 | $34.1K | Buy |
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|
2016
Q3 | $4.07K | Hold |
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|
2016
Q2 | $3.25K | Hold |
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|
2016
Q1 | $3.12K | Buy |
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