VisionPoint Advisory Group’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 | $226K | Buy |
2,849
+387
| +16% | +$30.7K | 0.05% | 325 |
|
|
2025
Q1 | $208K | Hold |
2,462
| – | – | 0.07% | 194 |
|
|
2024
Q4 | $191K | Hold |
2,462
| – | – | 0.07% | 190 |
|
|
2024
Q3 | $211K | Hold |
2,462
| – | – | 0.07% | 167 |
|
|
2024
Q2 | $193K | Hold |
2,462
| – | – | 0.07% | 169 |
|
|
2024
Q1 | $212K | Hold |
2,462
| – | – | 0.08% | 163 |
|
|
2023
Q4 | $194K | Hold |
2,462
| – | – | 0.07% | 152 |
|
|
2023
Q3 | $177K | Hold |
2,462
| – | – | 0.08% | 147 |
|
|
2023
Q2 | $187K | Buy |
+2,462
| New | +$187K | 0.08% | 135 |
|
|
2023
Q1 | – | Sell |
-2,462
| Closed | -$229K | – | 149 |
|
|
2022
Q4 | $229K | Buy |
+2,462
| New | +$229K | 0.09% | 126 |
|
|
2020
Q1 | – | Sell |
-5,442
| Closed | -$299K | – | 144 |
|
|
2019
Q4 | $299K | Sell |
5,442
-4,857
| -47% | -$267K | 0.12% | 88 |
|
|
2019
Q3 | $564K | Sell |
10,299
-192
| -2% | -$10.5K | 0.15% | 68 |
|
|
2019
Q2 | $608K | Sell |
10,491
-2,532
| -19% | -$147K | 0.17% | 64 |
|
|
2019
Q1 | $654K | Buy |
13,023
+1,941
| +18% | +$97.5K | 0.18% | 68 |
|
|
2018
Q4 | $489K | Buy |
+11,082
| New | +$489K | 0.16% | 63 |
|