Blue Trust Inc’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 | $76.7K | Sell |
965
-38
| -4% | -$3.02K | ﹤0.01% | 1166 |
|
|
2025
Q1 | $84.6K | Buy |
1,003
+451
| +82% | +$38.1K | ﹤0.01% | 1072 |
|
|
2024
Q4 | $42.7K | Sell |
552
-2,196
| -80% | -$170K | ﹤0.01% | 1406 |
|
|
2024
Q3 | $216K | Buy |
2,748
+1,194
| +77% | +$93.7K | ﹤0.01% | 821 |
|
|
2024
Q2 | $134K | Buy |
1,554
+1,060
| +215% | +$91.5K | ﹤0.01% | 850 |
|
|
2024
Q1 | $42.6K | Sell |
494
-586
| -54% | -$50.6K | ﹤0.01% | 962 |
|
|
2023
Q4 | $78K | Buy |
1,080
+367
| +51% | +$26.5K | ﹤0.01% | 788 |
|
|
2023
Q3 | $54K | Buy |
713
+150
| +27% | +$11.4K | ﹤0.01% | 823 |
|
|
2023
Q2 | $42K | Sell |
563
-156
| -22% | -$11.6K | ﹤0.01% | 757 |
|
|
2023
Q1 | $60K | Sell |
719
-775
| -52% | -$64.7K | ﹤0.01% | 960 |
|
|
2022
Q4 | $108K | Buy |
1,494
+362
| +32% | +$26.2K | ﹤0.01% | 637 |
|
|
2022
Q3 | $76K | Buy |
1,132
+865
| +324% | +$58.1K | ﹤0.01% | 623 |
|
|
2022
Q2 | $20K | Buy |
+267
| New | +$20K | ﹤0.01% | 957 |
|