Brighton Jones 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 | $287K | Buy |
3,618
+189
| +6% | +$15K | 0.01% | 740 |
|
|
2025
Q1 | $289K | Buy |
3,429
+494
| +17% | +$41.7K | 0.01% | 538 |
|
|
2024
Q4 | $227K | Buy |
2,935
+89
| +3% | +$6.89K | 0.01% | 608 |
|
|
2024
Q3 | $244K | Buy |
2,846
+24
| +0.9% | +$2.06K | 0.01% | 481 |
|
|
2024
Q2 | $221K | Buy |
2,822
+42
| +2% | +$3.29K | 0.01% | 552 |
|
|
2024
Q1 | $240K | Buy |
2,780
+7
| +0.3% | +$604 | 0.01% | 523 |
|
|
2023
Q4 | $218K | Buy |
+2,773
| New | +$218K | 0.01% | 516 |
|
|
2023
Q3 | – | Sell |
-2,701
| Closed | -$205K | – | 567 |
|
|
2023
Q2 | $205K | Buy |
+2,701
| New | +$205K | 0.01% | 504 |
|
|
2023
Q1 | – | Sell |
-2,627
| Closed | -$220K | – | 531 |
|
|
2022
Q4 | $220K | Buy |
+2,627
| New | +$220K | 0.01% | 410 |
|
|
2022
Q2 | – | Sell |
-2,803
| Closed | -$206K | – | 517 |
|
|
2022
Q1 | $206K | Buy |
+2,803
| New | +$206K | 0.01% | 472 |
|