Ballentine Partners’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 | $222K | Buy |
2,798
+3
| +0.1% | +$238 | ﹤0.01% | 838 |
|
|
2025
Q1 | $236K | Buy |
2,795
+27
| +1% | +$2.28K | ﹤0.01% | 722 |
|
|
2024
Q4 | $214K | Sell |
2,768
-32
| -1% | -$2.48K | ﹤0.01% | 759 |
|
|
2024
Q3 | $241K | Sell |
2,800
-106
| -4% | -$9.11K | ﹤0.01% | 676 |
|
|
2024
Q2 | $228K | Buy |
2,906
+138
| +5% | +$10.8K | ﹤0.01% | 647 |
|
|
2024
Q1 | $239K | Sell |
2,768
-45
| -2% | -$3.88K | ﹤0.01% | 617 |
|
|
2023
Q4 | $221K | Buy |
+2,813
| New | +$221K | ﹤0.01% | 592 |
|