Annis Gardner Whiting 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34K | Buy |
42
+30
| +250% | +$2.38K | ﹤0.01% | 904 |
|
|
2025
Q1 | $1.01K | Hold |
12
| – | – | ﹤0.01% | 711 |
|
|
2024
Q4 | $929 | Buy |
+12
| New | +$929 | ﹤0.01% | 717 |
|
|
2024
Q3 | – | Sell |
-10
| Closed | -$785 | – | 891 |
|
|
2024
Q2 | $785 | Buy |
10
+7
| +233% | +$550 | ﹤0.01% | 903 |
|
|
2024
Q1 | $259 | Buy |
+3
| New | +$259 | ﹤0.01% | 929 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$73 | – | 717 |
|
|
2023
Q3 | $73 | Buy |
+1
| New | +$73 | ﹤0.01% | 673 |
|