Atria Investments’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 | $287K | Sell |
3,618
-454
| -11% | -$36.1K | ﹤0.01% | 1733 |
|
|
2025
Q1 | $344K | Buy |
4,072
+143
| +4% | +$12.1K | ﹤0.01% | 1547 |
|
|
2024
Q4 | $304K | Buy |
+3,929
| New | +$304K | ﹤0.01% | 1587 |
|
|
2024
Q3 | – | Sell |
-2,571
| Closed | -$202K | – | 2017 |
|
|
2024
Q2 | $202K | Buy |
+2,571
| New | +$202K | ﹤0.01% | 1819 |
|
|
2020
Q2 | – | Sell |
-7,796
| Closed | -$244K | – | 705 |
|
|
2020
Q1 | $244K | Sell |
7,796
-9,511
| -55% | -$298K | 0.02% | 479 |
|
|
2019
Q4 | $952K | Sell |
17,307
-4,766
| -22% | -$262K | 0.03% | 547 |
|
|
2019
Q3 | $1.26M | Sell |
22,073
-3,873
| -15% | -$221K | 0.04% | 353 |
|
|
2019
Q2 | $1.38M | Buy |
+25,946
| New | +$1.38M | 0.05% | 309 |
|
|
2018
Q4 | – | Sell |
-32,812
| Closed | -$1.92M | – | 984 |
|
|
2018
Q3 | $1.92M | Sell |
32,812
-6,337
| -16% | -$371K | 0.08% | 236 |
|
|
2018
Q2 | $2.07M | Buy |
+39,149
| New | +$2.07M | 0.09% | 229 |
|