Beacon Capital Management LLC (Tennessee)’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 | $21.1K | Buy |
265
+1
| +0.4% | +$79 | ﹤0.01% | 495 |
|
|
2025
Q1 | $22.3K | Buy |
264
+3
| +1% | +$253 | ﹤0.01% | 459 |
|
|
2024
Q4 | $20.2K | Sell |
261
-56
| -18% | -$4.34K | ﹤0.01% | 472 |
|
|
2024
Q3 | $27.2K | Buy |
317
+100
| +46% | +$8.59K | ﹤0.01% | 427 |
|
|
2024
Q2 | $17K | Buy |
217
+58
| +36% | +$4.55K | ﹤0.01% | 472 |
|
|
2024
Q1 | $13.7K | Hold |
159
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $11.5K | Hold |
159
| – | – | ﹤0.01% | 490 |
|
|
2023
Q3 | $12.1K | Hold |
159
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $12.1K | Hold |
159
| – | – | ﹤0.01% | 510 |
|
|
2023
Q1 | $11.8K | Hold |
159
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $13.3K | Buy |
159
+37
| +30% | +$3.11K | ﹤0.01% | 446 |
|
|
2022
Q3 | $8K | Buy |
+122
| New | +$8K | ﹤0.01% | 520 |
|