BFSG LLC’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 | $48.4K | Buy |
609
+18
| +3% | +$1.43K | 0.01% | 390 |
|
|
2025
Q1 | $49.9K | Buy |
591
+18
| +3% | +$1.52K | 0.01% | 376 |
|
|
2024
Q4 | $44.4K | Sell |
573
-446
| -44% | -$34.5K | 0.01% | 384 |
|
|
2024
Q3 | $87.5K | Buy |
1,019
+16
| +2% | +$1.37K | 0.01% | 343 |
|
|
2024
Q2 | $78.7K | Buy |
1,003
+45
| +5% | +$3.53K | 0.01% | 335 |
|
|
2024
Q1 | $82.7K | Buy |
958
+78
| +9% | +$6.73K | 0.01% | 334 |
|
|
2023
Q4 | $69.2K | Buy |
+880
| New | +$69.2K | 0.01% | 329 |
|