West Paces 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 | – | Sell |
-119
| Closed | -$10K | – | 461 |
|
|
2025
Q1 | $10K | Buy |
119
+100
| +526% | +$8.44K | ﹤0.01% | 347 |
|
|
2024
Q4 | $1.47K | Hold |
19
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $1.63K | Hold |
19
| – | – | ﹤0.01% | 449 |
|
|
2024
Q2 | $1.49K | Hold |
19
| – | – | ﹤0.01% | 464 |
|
|
2024
Q1 | $1.64K | Sell |
19
-5
| -21% | -$432 | ﹤0.01% | 473 |
|
|
2023
Q4 | $1.89K | Buy |
24
+5
| +26% | +$393 | ﹤0.01% | 468 |
|
|
2023
Q3 | $1.37K | Hold |
19
| – | – | ﹤0.01% | 445 |
|
|
2023
Q2 | $1.44K | Hold |
19
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $1.41K | Hold |
19
| – | – | ﹤0.01% | 486 |
|
|
2022
Q4 | $1.59K | Hold |
19
| – | – | ﹤0.01% | 447 |
|
|
2022
Q3 | $1.37K | Hold |
19
| – | – | ﹤0.01% | 453 |
|
|
2022
Q2 | $1.27K | Hold |
19
| – | – | ﹤0.01% | 510 |
|
|
2022
Q1 | $1.4K | Buy |
+19
| New | +$1.4K | ﹤0.01% | 508 |
|
|
2021
Q4 | – | Sell |
-120
| Closed | -$7.73K | – | 622 |
|
|
2021
Q3 | $7.73K | Hold |
120
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $7.58K | Hold |
120
| – | – | ﹤0.01% | 385 |
|
|
2021
Q1 | $7.2K | Hold |
120
| – | – | ﹤0.01% | 359 |
|
|
2020
Q4 | $5.95K | Hold |
120
| – | – | ﹤0.01% | 357 |
|
|
2020
Q3 | $4.83K | Hold |
120
| – | – | ﹤0.01% | 362 |
|
|
2020
Q2 | $4.99K | Hold |
120
| – | – | ﹤0.01% | 368 |
|
|
2020
Q1 | $3.76K | Sell |
120
-33
| -22% | -$1.03K | ﹤0.01% | 386 |
|
|
2019
Q4 | $8.42K | Hold |
153
| – | – | ﹤0.01% | 364 |
|
|
2019
Q3 | $8.74K | Hold |
153
| – | – | 0.01% | 338 |
|
|
2019
Q2 | $8.86K | Hold |
153
| – | – | 0.01% | 325 |
|
|
2019
Q1 | $7.68K | Hold |
153
| – | – | 0.01% | 340 |
|
|
2018
Q4 | $6.76K | Hold |
153
| – | – | 0.01% | 351 |
|
|
2018
Q3 | $8.96K | Hold |
153
| – | – | 0.01% | 328 |
|
|
2018
Q2 | $8.1K | Hold |
153
| – | – | 0.01% | 349 |
|
|
2018
Q1 | $9.32K | Hold |
153
| – | – | 0.01% | 323 |
|
|
2017
Q4 | $10.8K | Sell |
153
-48
| -24% | -$3.39K | 0.01% | 327 |
|
|
2017
Q3 | $12.9K | Hold |
201
| – | – | 0.01% | 309 |
|
|
2017
Q2 | $12.9K | Hold |
201
| – | – | 0.01% | 303 |
|
|
2017
Q1 | $12.7K | Hold |
201
| – | – | 0.01% | 298 |
|
|
2016
Q4 | $11.6K | Buy |
+201
| New | +$11.6K | 0.01% | 316 |
|