TD Private Client Wealth’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Buy |
309
+3
| +1% | +$238 | ﹤0.01% | 958 |
|
|
2025
Q1 | $25.8K | Sell |
306
-41
| -12% | -$3.46K | ﹤0.01% | 907 |
|
|
2024
Q4 | $26.9K | Sell |
347
-11
| -3% | -$852 | ﹤0.01% | 933 |
|
|
2024
Q3 | $30.8K | Buy |
358
+2
| +0.6% | +$172 | ﹤0.01% | 915 |
|
|
2024
Q2 | $27.9K | Buy |
356
+41
| +13% | +$3.22K | ﹤0.01% | 896 |
|
|
2024
Q1 | $27.2K | Sell |
315
-1,173
| -79% | -$101K | ﹤0.01% | 903 |
|
|
2023
Q4 | $117K | Buy |
1,488
+111
| +8% | +$8.73K | ﹤0.01% | 656 |
|
|
2023
Q3 | $99.2K | Buy |
1,377
+422
| +44% | +$30.4K | ﹤0.01% | 654 |
|
|
2023
Q2 | $72.4K | Buy |
955
+18
| +2% | +$1.37K | ﹤0.01% | 713 |
|
|
2023
Q1 | $69.6K | Sell |
937
-22
| -2% | -$1.64K | ﹤0.01% | 706 |
|
|
2022
Q4 | $80.5K | Buy |
959
+504
| +111% | +$42.3K | ﹤0.01% | 658 |
|
|
2022
Q3 | $32.8K | Buy |
455
+72
| +19% | +$5.2K | ﹤0.01% | 819 |
|
|
2022
Q2 | $25.6K | Sell |
383
-103
| -21% | -$6.88K | ﹤0.01% | 870 |
|
|
2022
Q1 | $35.7K | Buy |
486
+25
| +5% | +$1.84K | ﹤0.01% | 839 |
|
|
2021
Q4 | $33.3K | Sell |
461
-79
| -15% | -$5.71K | ﹤0.01% | 797 |
|
|
2021
Q3 | $34.8K | Sell |
540
-35
| -6% | -$2.25K | ﹤0.01% | 790 |
|
|
2021
Q2 | $36.3K | Buy |
575
+10
| +2% | +$632 | ﹤0.01% | 780 |
|
|
2021
Q1 | $33.9K | Sell |
565
-110
| -16% | -$6.6K | ﹤0.01% | 767 |
|
|
2020
Q4 | $33.5K | Sell |
675
-127
| -16% | -$6.3K | ﹤0.01% | 715 |
|
|
2020
Q3 | $32.3K | Sell |
802
-691
| -46% | -$27.8K | ﹤0.01% | 673 |
|
|
2020
Q2 | $62K | Sell |
1,493
-298
| -17% | -$12.4K | ﹤0.01% | 585 |
|
|
2020
Q1 | $56.1K | Buy |
1,791
+854
| +91% | +$26.8K | ﹤0.01% | 565 |
|
|
2019
Q4 | $51.5K | Buy |
+937
| New | +$51.5K | ﹤0.01% | 602 |
|