Toth Financial Advisory’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 | $29K | Hold |
365
| – | – | ﹤0.01% | 388 |
|
|
2025
Q1 | $30.8K | Hold |
365
| – | – | ﹤0.01% | 344 |
|
|
2024
Q4 | $28.3K | Hold |
365
| – | – | ﹤0.01% | 361 |
|
|
2024
Q3 | $31.4K | Hold |
365
| – | – | ﹤0.01% | 337 |
|
|
2024
Q2 | $28.6K | Hold |
365
| – | – | ﹤0.01% | 356 |
|
|
2024
Q1 | $31.5K | Hold |
365
| – | – | ﹤0.01% | 342 |
|
|
2023
Q4 | $28.7K | Hold |
365
| – | – | ﹤0.01% | 344 |
|
|
2023
Q3 | $26.3K | Hold |
365
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $27.7K | Sell |
365
-6
| -2% | -$455 | ﹤0.01% | 340 |
|
|
2023
Q1 | $27.6K | Buy |
371
+21
| +6% | +$1.56K | ﹤0.01% | 346 |
|
|
2022
Q4 | $29.4K | Sell |
350
-55
| -14% | -$4.62K | ﹤0.01% | 338 |
|
|
2022
Q3 | $29K | Buy |
405
+55
| +16% | +$3.94K | 0.01% | 337 |
|
|
2022
Q2 | $23K | Hold |
350
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $26K | Hold |
350
| – | – | ﹤0.01% | 354 |
|
|
2021
Q4 | $25K | Buy |
350
+50
| +17% | +$3.57K | ﹤0.01% | 368 |
|
|
2021
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $19K | Hold |
300
| – | – | ﹤0.01% | 380 |
|
|
2021
Q1 | $18K | Hold |
300
| – | – | ﹤0.01% | 393 |
|
|
2020
Q4 | $15K | Buy |
300
+80
| +36% | +$4K | ﹤0.01% | 370 |
|
|
2020
Q3 | $9K | Buy |
220
+20
| +10% | +$818 | ﹤0.01% | 376 |
|
|
2020
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 368 |
|
|
2020
Q1 | – | Sell |
-318
| Closed | -$17K | – | 495 |
|
|
2019
Q4 | $17K | Buy |
318
+3
| +1% | +$160 | ﹤0.01% | 268 |
|
|
2019
Q3 | $18K | Buy |
315
+6
| +2% | +$343 | ﹤0.01% | 281 |
|
|
2019
Q2 | $18K | Buy |
309
+53
| +21% | +$3.09K | ﹤0.01% | 277 |
|
|
2019
Q1 | $13K | Hold |
256
| – | – | ﹤0.01% | 284 |
|
|
2018
Q4 | $11K | Buy |
256
+5
| +2% | +$215 | ﹤0.01% | 273 |
|
|
2018
Q3 | $15K | Buy |
251
+3
| +1% | +$179 | ﹤0.01% | 286 |
|
|
2018
Q2 | $13K | Buy |
248
+2
| +0.8% | +$105 | ﹤0.01% | 294 |
|
|
2018
Q1 | $15K | Hold |
246
| – | – | ﹤0.01% | 291 |
|
|
2017
Q4 | $17K | Buy |
+246
| New | +$17K | ﹤0.01% | 287 |
|
|
2016
Q1 | – | Sell |
-10,721
| Closed | -$482K | – | 113 |
|
|
2015
Q4 | $482K | Buy |
10,721
+2
| +0% | +$90 | 0.16% | 93 |
|
|
2015
Q3 | $507K | Buy |
10,719
+2
| +0% | +$95 | 0.19% | 82 |
|
|
2015
Q2 | $550K | Buy |
10,717
+1
| +0% | +$51 | 0.18% | 88 |
|
|
2015
Q1 | $550K | Buy |
10,716
+2
| +0% | +$103 | 0.18% | 89 |
|
|
2014
Q4 | $556K | Buy |
10,714
+1
| +0% | +$52 | 0.19% | 89 |
|
|
2014
Q3 | $562K | Buy |
10,713
+227
| +2% | +$11.9K | 0.21% | 84 |
|
|
2014
Q2 | $529K | Buy |
10,486
+266
| +3% | +$13.4K | 0.2% | 83 |
|
|
2014
Q1 | $470K | Sell |
10,220
-181
| -2% | -$8.32K | 0.19% | 84 |
|
|
2013
Q4 | $513K | Buy |
10,401
+1
| +0% | +$49 | 0.22% | 75 |
|
|
2013
Q3 | $445K | Buy |
10,400
+220
| +2% | +$9.41K | 0.21% | 78 |
|
|
2013
Q2 | $381K | Buy |
+10,180
| New | +$381K | 0.19% | 86 |
|