AXQ Capital’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 | $311K | Buy |
+3,912
| New | +$311K | 0.1% | 347 |
|
|
2024
Q4 | – | Sell |
-5,816
| Closed | -$500K | – | 584 |
|
|
2024
Q3 | $500K | Buy |
+5,816
| New | +$500K | 0.15% | 258 |
|
|
2024
Q2 | – | Sell |
-13,787
| Closed | -$1.19M | – | 661 |
|
|
2024
Q1 | $1.19M | Buy |
+13,787
| New | +$1.19M | 0.29% | 109 |
|
|
2023
Q4 | – | Sell |
-10,000
| Closed | -$721K | – | 772 |
|
|
2023
Q3 | $721K | Buy |
10,000
+3,400
| +52% | +$245K | 0.25% | 154 |
|
|
2023
Q2 | $501K | Sell |
6,600
-3,100
| -32% | -$235K | 0.62% | 35 |
|
|
2023
Q1 | $721K | Buy |
+9,700
| New | +$721K | 0.29% | 104 |
|