Zeke Capital Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $286K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $305K | Hold |
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|
2019
Q2 | $310K | Hold |
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|
2019
Q1 | $268K | Buy |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $302K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.87M | Buy |
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|
2017
Q4 | $1.77M | Buy |
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|
2017
Q3 | $1.39M | Buy |
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|
2017
Q2 | $595K | Buy |
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|
2017
Q1 | $420K | Buy |
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