SWA
Sutton Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $24.8K | Sell |
344
-169
| -33% | -$12.2K | 0.01% | 331 |
|
|
2023
Q2 | $38.9K | Hold |
513
| – | – | 0.02% | 255 |
|
|
2023
Q1 | $38.1K | Sell |
513
-53
| -9% | -$3.94K | 0.02% | 229 |
|
|
2022
Q4 | $47.5K | Hold |
566
| – | – | 0.02% | 402 |
|
|
2022
Q3 | $40.8K | Sell |
566
-65
| -10% | -$4.69K | 0.02% | 422 |
|
|
2022
Q2 | $42.1K | Sell |
631
-22
| -3% | -$1.47K | 0.02% | 424 |
|
|
2022
Q1 | $47.9K | Buy |
653
+18
| +3% | +$1.32K | 0.02% | 417 |
|
|
2021
Q4 | $45.9K | Sell |
635
-25
| -4% | -$1.81K | 0.02% | 437 |
|
|
2021
Q3 | $42.5K | Sell |
660
-8
| -1% | -$515 | 0.02% | 442 |
|
|
2021
Q2 | $42.2K | Hold |
668
| – | – | 0.02% | 454 |
|
|
2021
Q1 | $40.1K | Hold |
668
| – | – | 0.02% | 452 |
|
|
2020
Q4 | $33.1K | Hold |
668
| – | – | 0.01% | 469 |
|
|
2020
Q3 | $26.9K | Hold |
668
| – | – | 0.01% | 463 |
|
|
2020
Q2 | $27.7K | Buy |
668
+78
| +13% | +$3.24K | 0.01% | 445 |
|
|
2020
Q1 | $18.5K | Hold |
590
| – | – | 0.01% | 500 |
|
|
2019
Q4 | $32.5K | Hold |
590
| – | – | 0.02% | 431 |
|
|
2019
Q3 | $33.7K | Hold |
590
| – | – | 0.02% | 413 |
|
|
2019
Q2 | $34.2K | Hold |
590
| – | – | 0.02% | 415 |
|
|
2019
Q1 | $29.6K | Hold |
590
| – | – | 0.02% | 447 |
|
|
2018
Q4 | $26.1K | Hold |
590
| – | – | 0.02% | 440 |
|
|
2018
Q3 | $34.6K | Hold |
590
| – | – | 0.02% | 393 |
|
|
2018
Q2 | $31.2K | Hold |
590
| – | – | 0.02% | 421 |
|
|
2018
Q1 | $35.9K | Hold |
590
| – | – | 0.03% | 364 |
|
|
2017
Q4 | $41.6K | Hold |
590
| – | – | 0.03% | 320 |
|
|
2017
Q3 | $38K | Hold |
590
| – | – | 0.03% | 340 |
|
|
2017
Q2 | $37.8K | Hold |
590
| – | – | 0.03% | 316 |
|
|
2017
Q1 | $37.2K | Hold |
590
| – | – | 0.03% | 317 |
|
|
2016
Q4 | $34.1K | Buy |
590
+511
| +647% | +$29.6K | 0.03% | 341 |
|
|
2016
Q3 | $4.07K | Hold |
79
| – | – | ﹤0.01% | 860 |
|
|
2016
Q2 | $3.25K | Hold |
79
| – | – | ﹤0.01% | 850 |
|
|
2016
Q1 | $3.12K | Buy |
+79
| New | +$3.12K | ﹤0.01% | 839 |
|