Valeo 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 | $201K | Buy |
+2,533
| New | +$201K | ﹤0.01% | 702 |
|
|
2024
Q2 | – | Sell |
-3,029
| Closed | -$249K | – | 683 |
|
|
2024
Q1 | $249K | Buy |
+3,029
| New | +$249K | 0.01% | 556 |
|
|
2021
Q2 | – | Sell |
-1,572
| Closed | -$94K | – | 1346 |
|
|
2021
Q1 | $94K | Sell |
1,572
-149
| -9% | -$8.91K | ﹤0.01% | 625 |
|
|
2020
Q4 | $85K | Hold |
1,721
| – | – | ﹤0.01% | 605 |
|
|
2020
Q3 | $69K | Buy |
1,721
+150
| +10% | +$6.01K | 0.01% | 547 |
|
|
2020
Q2 | $65K | Buy |
1,571
+34
| +2% | +$1.41K | 0.01% | 603 |
|
|
2020
Q1 | $50K | Sell |
1,537
-67
| -4% | -$2.18K | 0.01% | 583 |
|
|
2019
Q4 | $88K | Hold |
1,604
| – | – | 0.01% | 489 |
|
|
2019
Q3 | $92K | Hold |
1,604
| – | – | 0.01% | 454 |
|
|
2019
Q2 | $93K | Sell |
1,604
-80
| -5% | -$4.64K | 0.01% | 451 |
|
|
2019
Q1 | $85K | Buy |
1,684
+1,200
| +248% | +$60.6K | 0.01% | 438 |
|
|
2018
Q4 | $21K | Sell |
484
-26
| -5% | -$1.13K | ﹤0.01% | 691 |
|
|
2018
Q3 | $24K | Buy |
510
+106
| +26% | +$4.99K | ﹤0.01% | 708 |
|
|
2018
Q2 | $22K | Buy |
404
+50
| +14% | +$2.72K | ﹤0.01% | 734 |
|
|
2018
Q1 | $22K | Hold |
354
| – | – | ﹤0.01% | 688 |
|
|
2017
Q4 | $25K | Buy |
354
+105
| +42% | +$7.42K | ﹤0.01% | 618 |
|
|
2017
Q3 | $16K | Buy |
+249
| New | +$16K | ﹤0.01% | 596 |
|