Wealthfront Advisers’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.13M | Buy |
64,599
+900
| +1% | +$71.5K | 0.01% | 375 |
|
|
2025
Q1 | $5.37M | Buy |
63,699
+5,815
| +10% | +$491K | 0.01% | 340 |
|
|
2024
Q4 | $4.48M | Buy |
57,884
+1,246
| +2% | +$96.5K | 0.01% | 352 |
|
|
2024
Q3 | $4.87M | Sell |
56,638
-222
| -0.4% | -$19.1K | 0.02% | 310 |
|
|
2024
Q2 | $4.46M | Buy |
56,860
+10,879
| +24% | +$853K | 0.02% | 303 |
|
|
2024
Q1 | $3.97M | Sell |
45,981
-1,067
| -2% | -$92.1K | 0.01% | 325 |
|
|
2023
Q4 | $3.7M | Sell |
47,048
-5,024
| -10% | -$395K | 0.01% | 309 |
|
|
2023
Q3 | $3.75M | Sell |
52,072
-2,107
| -4% | -$152K | 0.02% | 270 |
|
|
2023
Q2 | $4.11M | Sell |
54,179
-5,602
| -9% | -$425K | 0.02% | 261 |
|
|
2023
Q1 | $4.44M | Sell |
59,781
-5,237
| -8% | -$389K | 0.02% | 228 |
|
|
2022
Q4 | $5.46M | Sell |
65,018
-2,755
| -4% | -$231K | 0.03% | 186 |
|
|
2022
Q3 | $4.89M | Sell |
67,773
-1,460
| -2% | -$105K | 0.03% | 176 |
|
|
2022
Q2 | $4.62M | Buy |
69,233
+5,243
| +8% | +$350K | 0.02% | 195 |
|
|
2022
Q1 | $4.7M | Sell |
63,990
-8,559
| -12% | -$628K | 0.02% | 219 |
|
|
2021
Q4 | $5.25M | Buy |
72,549
+7,845
| +12% | +$567K | 0.02% | 185 |
|
|
2021
Q3 | $4.17M | Buy |
64,704
+13,184
| +26% | +$849K | 0.02% | 186 |
|
|
2021
Q2 | $3.26M | Buy |
51,520
+3,925
| +8% | +$248K | 0.02% | 199 |
|
|
2021
Q1 | $2.85M | Buy |
47,595
+6,179
| +15% | +$371K | 0.02% | 193 |
|
|
2020
Q4 | $2.06M | Buy |
41,416
+3,555
| +9% | +$176K | 0.01% | 224 |
|
|
2020
Q3 | $1.53M | Buy |
37,861
+4,966
| +15% | +$200K | 0.01% | 236 |
|
|
2020
Q2 | $1.37M | Buy |
+32,895
| New | +$1.37M | 0.01% | 247 |
|
|
2020
Q1 | – | Sell |
-32,819
| Closed | -$1.81M | – | 478 |
|
|
2019
Q4 | $1.81M | Buy |
32,819
+75
| +0.2% | +$4.13K | 0.01% | 201 |
|
|
2019
Q3 | $1.87M | Sell |
32,744
-10,452
| -24% | -$597K | 0.02% | 179 |
|
|
2019
Q2 | $2.5M | Buy |
43,196
+9,629
| +29% | +$558K | 0.02% | 131 |
|
|
2019
Q1 | $1.69M | Buy |
33,567
+9,421
| +39% | +$473K | 0.02% | 179 |
|
|
2018
Q4 | $1.07M | Buy |
+24,146
| New | +$1.07M | 0.01% | 229 |
|