Aptus 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 | $264K | Sell |
3,326
-214
| -6% | -$17K | ﹤0.01% | 848 |
|
|
2025
Q1 | $299K | Buy |
3,540
+431
| +14% | +$36.4K | ﹤0.01% | 766 |
|
|
2024
Q4 | $241K | Buy |
3,109
+344
| +12% | +$26.6K | ﹤0.01% | 825 |
|
|
2024
Q3 | $238K | Buy |
2,765
+114
| +4% | +$9.79K | ﹤0.01% | 720 |
|
|
2024
Q2 | $208K | Buy |
2,651
+72
| +3% | +$5.65K | ﹤0.01% | 724 |
|
|
2024
Q1 | $223K | Buy |
+2,579
| New | +$223K | ﹤0.01% | 702 |
|