Brookstone Capital Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Buy |
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|
2025
Q2 | $231K | Buy |
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|
2025
Q1 | $242K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $246K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $269K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $749K | Sell |
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|
2019
Q3 | $1.08M | Sell |
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|
2019
Q2 | $2.27M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4.61M | Sell |
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|
2018
Q2 | $4.51M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $33K | Sell |
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|
2015
Q2 | $55K | Buy |
|