Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $261K | Sell |
3,110
-789
| -20% | -$66.2K | 0.02% | 373 |
|
|
2022
Q3 | $281K | Hold |
3,899
| – | – | 0.02% | 326 |
|
|
2022
Q2 | $260K | Hold |
3,899
| – | – | 0.02% | 373 |
|
|
2022
Q1 | $286K | Buy |
+3,899
| New | +$286K | 0.01% | 382 |
|
|
2019
Q4 | – | Sell |
-5,344
| Closed | -$305K | – | 565 |
|
|
2019
Q3 | $305K | Hold |
5,344
| – | – | 0.03% | 454 |
|
|
2019
Q2 | $310K | Hold |
5,344
| – | – | 0.03% | 463 |
|
|
2019
Q1 | $268K | Buy |
5,344
+262
| +5% | +$13.1K | 0.02% | 491 |
|
|
2018
Q4 | $224K | Sell |
5,082
-78
| -2% | -$3.44K | 0.02% | 491 |
|
|
2018
Q3 | $302K | Buy |
+5,160
| New | +$302K | 0.02% | 519 |
|
|
2018
Q2 | – | Sell |
-30,725
| Closed | -$1.87M | – | 683 |
|
|
2018
Q1 | $1.87M | Buy |
30,725
+5,678
| +23% | +$346K | 0.17% | 106 |
|
|
2017
Q4 | $1.77M | Buy |
25,047
+3,507
| +16% | +$247K | 0.19% | 92 |
|
|
2017
Q3 | $1.39M | Buy |
21,540
+12,253
| +132% | +$788K | 0.19% | 87 |
|
|
2017
Q2 | $595K | Buy |
9,287
+2,630
| +40% | +$168K | 0.12% | 113 |
|
|
2017
Q1 | $420K | Buy |
+6,657
| New | +$420K | 0.09% | 135 |
|