Bleakley Financial Group’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
Q1 | – | Sell |
-4,798
| Closed | -$371K | – | 846 |
|
|
2024
Q4 | $371K | Sell |
4,798
-341
| -7% | -$26.4K | 0.01% | 708 |
|
|
2024
Q3 | $441K | Sell |
5,139
-195
| -4% | -$16.8K | 0.01% | 630 |
|
|
2024
Q2 | $418K | Buy |
5,334
+173
| +3% | +$13.6K | 0.01% | 660 |
|
|
2024
Q1 | $445K | Buy |
5,161
+4
| +0.1% | +$345 | 0.01% | 644 |
|
|
2023
Q4 | $406K | Buy |
5,157
+97
| +2% | +$7.63K | 0.01% | 649 |
|
|
2023
Q3 | $365K | Sell |
5,060
-321
| -6% | -$23.1K | 0.01% | 624 |
|
|
2023
Q2 | $408K | Sell |
5,381
-29
| -0.5% | -$2.2K | 0.01% | 642 |
|
|
2023
Q1 | $402K | Sell |
5,410
-810
| -13% | -$60.2K | 0.01% | 625 |
|
|
2022
Q4 | $522K | Buy |
+6,220
| New | +$522K | 0.02% | 542 |
|