Syverson Strege & Co’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,875
| Closed | -$139K | – | 459 |
|
|
2023
Q1 | $139K | Buy |
1,875
+38
| +2% | +$2.82K | 0.06% | 73 |
|
|
2022
Q4 | $154K | Sell |
1,837
-573
| -24% | -$48.1K | 0.07% | 75 |
|
|
2022
Q3 | $174K | Buy |
2,410
+6
| +0.2% | +$433 | 0.09% | 70 |
|
|
2022
Q2 | $161K | Sell |
2,404
-297
| -11% | -$19.9K | 0.06% | 77 |
|
|
2022
Q1 | $198K | Buy |
2,701
+3
| +0.1% | +$220 | 0.22% | 64 |
|
|
2021
Q4 | $195K | Sell |
2,698
-805
| -23% | -$58.2K | 0.14% | 63 |
|
|
2021
Q3 | $226K | Buy |
3,503
+1,061
| +43% | +$68.5K | 0.18% | 55 |
|
|
2021
Q2 | $154K | Sell |
2,442
-646
| -21% | -$40.7K | 0.14% | 71 |
|
|
2021
Q1 | $185K | Buy |
3,088
+8
| +0.3% | +$479 | 0.19% | 58 |
|
|
2020
Q4 | $153K | Buy |
+3,080
| New | +$153K | 0.15% | 63 |
|