United Capital 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 | $502K | Sell |
6,321
-416
| -6% | -$33K | ﹤0.01% | 771 |
|
|
2025
Q1 | $568K | Buy |
6,737
+1,067
| +19% | +$90K | ﹤0.01% | 701 |
|
|
2024
Q4 | $439K | Sell |
5,670
-290
| -5% | -$22.4K | ﹤0.01% | 765 |
|
|
2024
Q3 | $512K | Sell |
5,960
-1,369
| -19% | -$118K | ﹤0.01% | 719 |
|
|
2024
Q2 | $575K | Sell |
7,329
-284
| -4% | -$22.3K | ﹤0.01% | 665 |
|
|
2024
Q1 | $657K | Sell |
7,613
-972
| -11% | -$83.9K | 0.01% | 657 |
|
|
2023
Q4 | $675K | Buy |
8,585
+3,567
| +71% | +$281K | 0.01% | 650 |
|
|
2023
Q3 | $362K | Sell |
5,018
-393
| -7% | -$28.3K | ﹤0.01% | 699 |
|
|
2023
Q2 | $410K | Sell |
5,411
-77
| -1% | -$5.84K | ﹤0.01% | 711 |
|
|
2023
Q1 | $408K | Sell |
5,488
-2,435
| -31% | -$181K | ﹤0.01% | 761 |
|
|
2022
Q4 | $665K | Sell |
7,923
-142
| -2% | -$11.9K | ﹤0.01% | 708 |
|
|
2022
Q3 | $582K | Sell |
8,065
-2,114
| -21% | -$153K | ﹤0.01% | 735 |
|
|
2022
Q2 | $680K | Sell |
10,179
-1,473
| -13% | -$98.4K | ﹤0.01% | 722 |
|
|
2022
Q1 | $855K | Sell |
11,652
-2,939
| -20% | -$216K | ﹤0.01% | 700 |
|
|
2021
Q4 | $1.06M | Sell |
14,591
-1,355
| -8% | -$98K | ﹤0.01% | 663 |
|
|
2021
Q3 | $1.03M | Sell |
15,946
-5,769
| -27% | -$372K | 0.01% | 673 |
|
|
2021
Q2 | $1.37M | Sell |
21,715
-1,045
| -5% | -$66K | 0.01% | 618 |
|
|
2021
Q1 | $1.37M | Sell |
22,760
-2,545
| -10% | -$153K | 0.01% | 588 |
|
|
2020
Q4 | $1.26M | Sell |
25,305
-1,125
| -4% | -$55.8K | 0.01% | 614 |
|
|
2020
Q3 | $1.06M | Sell |
26,430
-2,183
| -8% | -$87.9K | 0.01% | 643 |
|
|
2020
Q2 | $1.19M | Buy |
28,613
+6,534
| +30% | +$272K | 0.01% | 609 |
|
|
2020
Q1 | $692K | Buy |
22,079
+1,579
| +8% | +$49.5K | 0.01% | 710 |
|
|
2019
Q4 | $1.13M | Buy |
20,500
+1,549
| +8% | +$85.2K | 0.01% | 727 |
|
|
2019
Q3 | $1.08M | Sell |
18,951
-1,962
| -9% | -$112K | 0.01% | 716 |
|
|
2019
Q2 | $1.21M | Buy |
20,913
+1,447
| +7% | +$83.8K | 0.01% | 745 |
|
|
2019
Q1 | $977K | Buy |
+19,466
| New | +$977K | 0.01% | 778 |
|
|
2018
Q1 | – | Sell |
-6,979
| Closed | -$492K | – | 1345 |
|
|
2017
Q4 | $492K | Buy |
6,979
+292
| +4% | +$20.6K | ﹤0.01% | 971 |
|
|
2017
Q3 | $430K | Sell |
6,687
-436
| -6% | -$28K | ﹤0.01% | 1004 |
|
|
2017
Q2 | $456K | Buy |
7,123
+1,748
| +33% | +$112K | ﹤0.01% | 945 |
|
|
2017
Q1 | $339K | Buy |
5,375
+403
| +8% | +$25.4K | ﹤0.01% | 1013 |
|
|
2016
Q4 | $288K | Buy |
4,972
+1,021
| +26% | +$59.1K | ﹤0.01% | 1068 |
|
|
2016
Q3 | $204K | Buy |
+3,951
| New | +$204K | ﹤0.01% | 1182 |
|
|
2015
Q4 | – | Sell |
-7,662
| Closed | -$363K | – | 1266 |
|
|
2015
Q3 | $363K | Buy |
7,662
+2,524
| +49% | +$120K | ﹤0.01% | 996 |
|
|
2015
Q2 | $264K | Buy |
5,138
+554
| +12% | +$28.5K | ﹤0.01% | 1110 |
|
|
2015
Q1 | $234K | Buy |
4,584
+230
| +5% | +$11.7K | ﹤0.01% | 1136 |
|
|
2014
Q4 | $226K | Buy |
4,354
+103
| +2% | +$5.35K | ﹤0.01% | 1057 |
|
|
2014
Q3 | $223K | Buy |
+4,251
| New | +$223K | ﹤0.01% | 1011 |
|