Wedbush Securities’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,290
| Closed | -$368K | – | 1182 |
|
|
2024
Q3 | $368K | Sell |
4,290
-43
| -1% | -$3.69K | 0.01% | 729 |
|
|
2024
Q2 | $340K | Sell |
4,333
-124
| -3% | -$9.73K | 0.01% | 801 |
|
|
2024
Q1 | $385K | Sell |
4,457
-364
| -8% | -$31.4K | 0.01% | 749 |
|
|
2023
Q4 | $379K | Sell |
4,821
-371
| -7% | -$29.2K | 0.02% | 665 |
|
|
2023
Q3 | $374K | Sell |
5,192
-361
| -7% | -$26K | 0.02% | 628 |
|
|
2023
Q2 | $421K | Sell |
5,553
-389
| -7% | -$29.5K | 0.02% | 615 |
|
|
2023
Q1 | $442K | Buy |
5,942
+506
| +9% | +$37.6K | 0.02% | 582 |
|
|
2022
Q4 | $456K | Buy |
5,436
+203
| +4% | +$17K | 0.03% | 552 |
|
|
2022
Q3 | $378K | Sell |
5,233
-49
| -0.9% | -$3.54K | 0.02% | 622 |
|
|
2022
Q2 | $353K | Buy |
5,282
+4
| +0.1% | +$267 | 0.02% | 679 |
|
|
2022
Q1 | $387K | Buy |
5,278
+3
| +0.1% | +$220 | 0.02% | 682 |
|
|
2021
Q4 | $382K | Sell |
5,275
-146
| -3% | -$10.6K | 0.02% | 758 |
|
|
2021
Q3 | $349K | Sell |
5,421
-62
| -1% | -$3.99K | 0.02% | 782 |
|
|
2021
Q2 | $346K | Buy |
5,483
+4
| +0.1% | +$252 | 0.02% | 795 |
|
|
2021
Q1 | $329K | Buy |
5,479
+1,381
| +34% | +$82.9K | 0.02% | 772 |
|
|
2020
Q4 | $203K | Buy |
+4,098
| New | +$203K | 0.02% | 786 |
|
|
2020
Q3 | – | Sell |
-6,773
| Closed | -$281K | – | 1001 |
|
|
2020
Q2 | $281K | Sell |
6,773
-117
| -2% | -$4.85K | 0.03% | 632 |
|
|
2020
Q1 | $216K | Buy |
6,890
+376
| +6% | +$11.8K | 0.03% | 653 |
|
|
2019
Q4 | $358K | Buy |
6,514
+719
| +12% | +$39.5K | 0.03% | 601 |
|
|
2019
Q3 | $331K | Buy |
5,795
+1,526
| +36% | +$87.2K | 0.03% | 598 |
|
|
2019
Q2 | $247K | Buy |
+4,269
| New | +$247K | 0.02% | 721 |
|