Brinker Capital Investments’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 | $310K | Sell |
3,901
-335
| -8% | -$26.6K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $357K | Buy |
4,236
+798
| +23% | +$67.3K | ﹤0.01% | 1552 |
|
|
2024
Q4 | $266K | Buy |
3,438
+644
| +23% | +$49.8K | ﹤0.01% | 1610 |
|
|
2024
Q3 | $240K | Buy |
+2,794
| New | +$240K | ﹤0.01% | 1629 |
|
|
2023
Q2 | – | Sell |
-3,162
| Closed | -$235K | – | 1668 |
|
|
2023
Q1 | $235K | Buy |
+3,162
| New | +$235K | ﹤0.01% | 1443 |
|
|
2020
Q1 | – | Sell |
-4,223
| Closed | -$232K | – | 627 |
|
|
2019
Q4 | $232K | Sell |
4,223
-7
| -0.2% | -$385 | 0.01% | 308 |
|
|
2019
Q3 | $242K | Buy |
4,230
+110
| +3% | +$6.29K | 0.01% | 308 |
|
|
2019
Q2 | $239K | Sell |
4,120
-9
| -0.2% | -$522 | 0.01% | 361 |
|
|
2019
Q1 | $207K | Buy |
4,129
+3,905
| +1,743% | +$196K | 0.01% | 340 |
|
|
2018
Q4 | $10K | Buy |
224
+167
| +293% | +$7.46K | ﹤0.01% | 505 |
|
|
2018
Q3 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 583 |
|