Valley National Advisers’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 | $18K | Sell |
235
-1
| -0.4% | -$77 | ﹤0.01% | 489 |
|
|
2025
Q1 | $19K | Buy |
236
+6
| +3% | +$483 | ﹤0.01% | 492 |
|
|
2024
Q4 | $17K | Hold |
230
| – | – | ﹤0.01% | 470 |
|
|
2024
Q3 | $19K | Sell |
230
-556
| -71% | -$45.9K | ﹤0.01% | 449 |
|
|
2024
Q2 | $61K | Buy |
786
+15
| +2% | +$1.16K | 0.01% | 367 |
|
|
2024
Q1 | $66K | Buy |
771
+15
| +2% | +$1.28K | 0.01% | 368 |
|
|
2023
Q4 | $59K | Buy |
756
+200
| +36% | +$15.6K | 0.01% | 381 |
|
|
2023
Q3 | $40K | Buy |
556
+250
| +82% | +$18K | 0.01% | 416 |
|
|
2023
Q2 | $24K | Hold |
306
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $23K | Buy |
306
+3
| +1% | +$225 | ﹤0.01% | 487 |
|
|
2022
Q4 | $27K | Buy |
303
+2
| +0.7% | +$178 | ﹤0.01% | 460 |
|
|
2022
Q3 | $24K | Buy |
301
+3
| +1% | +$239 | 0.01% | 475 |
|
|
2022
Q2 | $20K | Buy |
298
+3
| +1% | +$201 | ﹤0.01% | 481 |
|
|
2022
Q1 | $22K | Buy |
295
+2
| +0.7% | +$149 | ﹤0.01% | 494 |
|
|
2021
Q4 | $21K | Buy |
293
+3
| +1% | +$215 | ﹤0.01% | 499 |
|
|
2021
Q3 | $19K | Buy |
290
+3
| +1% | +$197 | ﹤0.01% | 502 |
|
|
2021
Q2 | $18K | Buy |
287
+2
| +0.7% | +$125 | ﹤0.01% | 505 |
|
|
2021
Q1 | $17K | Buy |
285
+3
| +1% | +$179 | ﹤0.01% | 478 |
|
|
2020
Q4 | $14K | Buy |
282
+3
| +1% | +$149 | ﹤0.01% | 482 |
|
|
2020
Q3 | $11K | Buy |
279
+4
| +1% | +$158 | ﹤0.01% | 468 |
|
|
2020
Q2 | $11K | Buy |
275
+4
| +1% | +$160 | ﹤0.01% | 465 |
|
|
2020
Q1 | $8K | Buy |
271
+5
| +2% | +$148 | ﹤0.01% | 491 |
|
|
2019
Q4 | $15K | Buy |
266
+2
| +0.8% | +$113 | ﹤0.01% | 475 |
|
|
2019
Q3 | $15K | Buy |
264
+5
| +2% | +$284 | ﹤0.01% | 466 |
|
|
2019
Q2 | $15K | Buy |
259
+3
| +1% | +$174 | ﹤0.01% | 440 |
|
|
2019
Q1 | $13K | Hold |
256
| – | – | ﹤0.01% | 452 |
|
|
2018
Q4 | $11K | Buy |
256
+5
| +2% | +$215 | ﹤0.01% | 442 |
|
|
2018
Q3 | $15K | Buy |
251
+3
| +1% | +$179 | 0.01% | 397 |
|
|
2018
Q2 | $13K | Buy |
248
+2
| +0.8% | +$105 | 0.01% | 393 |
|
|
2018
Q1 | $15K | Hold |
246
| – | – | 0.01% | 367 |
|
|
2017
Q4 | $17K | Buy |
246
+3
| +1% | +$207 | 0.01% | 352 |
|
|
2017
Q3 | $16K | Buy |
243
+2
| +0.8% | +$132 | 0.01% | 356 |
|
|
2017
Q2 | $15K | Buy |
241
+2
| +0.8% | +$124 | 0.01% | 356 |
|
|
2017
Q1 | $15K | Hold |
239
| – | – | 0.01% | 353 |
|
|
2016
Q4 | $14K | Buy |
239
+3
| +1% | +$176 | 0.01% | 364 |
|
|
2016
Q3 | $12K | Hold |
236
| – | – | 0.01% | 360 |
|
|
2016
Q2 | $10K | Buy |
236
+3
| +1% | +$127 | 0.01% | 387 |
|
|
2016
Q1 | $9K | Buy |
233
+2
| +0.9% | +$77 | ﹤0.01% | 391 |
|
|
2015
Q4 | $10K | Buy |
231
+2
| +0.9% | +$87 | 0.01% | 381 |
|
|
2015
Q3 | $11K | Buy |
229
+2
| +0.9% | +$96 | 0.01% | 368 |
|
|
2015
Q2 | $12K | Buy |
227
+1
| +0.4% | +$53 | 0.01% | 365 |
|
|
2015
Q1 | $12K | Buy |
+226
| New | +$12K | 0.01% | 362 |
|