BBR 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 | $1.75M | Sell |
22,001
-19
| -0.1% | -$1.51K | 0.11% | 78 |
|
|
2025
Q1 | $1.86M | Sell |
22,020
-32
| -0.1% | -$2.7K | 0.13% | 68 |
|
|
2024
Q4 | $1.71M | Buy |
22,052
+11,052
| +100% | +$856K | 0.12% | 69 |
|
|
2024
Q3 | $945K | Hold |
11,000
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $863K | Hold |
11,000
| – | – | 0.07% | 88 |
|
|
2024
Q1 | $949K | Buy |
+11,000
| New | +$949K | 0.08% | 90 |
|