Transamerica Financial Advisors’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 | $929K | Sell |
11,694
-1
| -0% | -$79 | 0.09% | 162 |
|
|
2025
Q1 | $987K | Buy |
11,695
+8,365
| +251% | +$706K | 0.1% | 157 |
|
|
2024
Q4 | $258K | Sell |
3,330
-160
| -5% | -$12.4K | 0.03% | 213 |
|
|
2024
Q3 | $300K | Buy |
3,490
+215
| +7% | +$18.5K | 0.03% | 203 |
|
|
2024
Q2 | $257K | Hold |
3,275
| – | – | 0.03% | 189 |
|
|
2024
Q1 | $283K | Buy |
3,275
+2,605
| +389% | +$225K | 0.03% | 206 |
|
|
2023
Q4 | $53K | Buy |
670
+498
| +290% | +$39.4K | 0.01% | 294 |
|
|
2023
Q3 | $13K | Buy |
172
+171
| +17,100% | +$12.9K | ﹤0.01% | 322 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 518 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 594 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 561 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 572 |
|
|
2020
Q3 | – | Sell |
-4,551
| Closed | -$190K | – | 397 |
|
|
2020
Q2 | $190K | Buy |
+4,551
| New | +$190K | 0.04% | 170 |
|
|
2019
Q3 | – | Sell |
-2,456
| Closed | -$143K | – | 407 |
|
|
2019
Q2 | $143K | Buy |
+2,456
| New | +$143K | 0.03% | 191 |
|
|
2019
Q1 | – | Sell |
-797
| Closed | -$36K | – | 361 |
|
|
2018
Q4 | $36K | Buy |
797
+690
| +645% | +$31.2K | 0.01% | 233 |
|
|
2018
Q3 | $7K | Buy |
107
+98
| +1,089% | +$6.41K | ﹤0.01% | 315 |
|
|
2018
Q2 | $1K | Sell |
9
-8,683
| -100% | -$965K | ﹤0.01% | 444 |
|
|
2018
Q1 | $530K | Sell |
8,692
-421
| -5% | -$25.7K | 0.08% | 170 |
|
|
2017
Q4 | $643K | Sell |
9,113
-94
| -1% | -$6.63K | 0.09% | 178 |
|
|
2017
Q3 | $593K | Sell |
9,207
-196
| -2% | -$12.6K | 0.07% | 178 |
|
|
2017
Q2 | $603K | Sell |
9,403
-4,534
| -33% | -$291K | 0.08% | 169 |
|
|
2017
Q1 | $880K | Buy |
13,937
+8
| +0.1% | +$505 | 0.11% | 156 |
|
|
2016
Q4 | $806K | Buy |
13,929
+63
| +0.5% | +$3.65K | 0.1% | 152 |
|
|
2016
Q3 | $715K | Buy |
13,866
+1,254
| +10% | +$64.7K | 0.08% | 169 |
|
|
2016
Q2 | $519K | Sell |
12,612
-6,489
| -34% | -$267K | 0.05% | 191 |
|
|
2016
Q1 | $754K | Buy |
19,101
+2,681
| +16% | +$106K | 0.06% | 185 |
|
|
2015
Q4 | $739K | Buy |
16,420
+955
| +6% | +$43K | 0.05% | 198 |
|
|
2015
Q3 | $733K | Buy |
15,465
+341
| +2% | +$16.2K | 0.06% | 177 |
|
|
2015
Q2 | $776K | Buy |
15,124
+101
| +0.7% | +$5.18K | 0.06% | 199 |
|
|
2015
Q1 | $772K | Buy |
15,023
+2,771
| +23% | +$142K | 0.05% | 195 |
|
|
2014
Q4 | $637K | Buy |
+12,252
| New | +$637K | 0.05% | 166 |
|