Brookstone Capital Management’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 | $231K | Buy |
2,904
+39
| +1% | +$3.1K | ﹤0.01% | 975 |
|
|
2025
Q1 | $242K | Buy |
+2,865
| New | +$242K | ﹤0.01% | 928 |
|
|
2023
Q1 | – | Sell |
-2,817
| Closed | -$246K | – | 868 |
|
|
2022
Q4 | $246K | Buy |
+2,817
| New | +$246K | 0.01% | 740 |
|
|
2020
Q4 | – | Sell |
-6,690
| Closed | -$269K | – | 501 |
|
|
2020
Q3 | $269K | Buy |
+6,690
| New | +$269K | 0.01% | 354 |
|
|
2020
Q1 | – | Sell |
-13,622
| Closed | -$749K | – | 394 |
|
|
2019
Q4 | $749K | Sell |
13,622
-5,211
| -28% | -$287K | 0.04% | 215 |
|
|
2019
Q3 | $1.08M | Sell |
18,833
-20,271
| -52% | -$1.16M | 0.06% | 180 |
|
|
2019
Q2 | $2.27M | Buy |
+39,104
| New | +$2.27M | 0.13% | 138 |
|
|
2018
Q4 | – | Sell |
-78,640
| Closed | -$4.61M | – | 374 |
|
|
2018
Q3 | $4.61M | Sell |
78,640
-6,524
| -8% | -$382K | 0.35% | 85 |
|
|
2018
Q2 | $4.51M | Buy |
+85,164
| New | +$4.51M | 0.39% | 87 |
|
|
2015
Q4 | – | Sell |
-707
| Closed | -$33K | – | 681 |
|
|
2015
Q3 | $33K | Sell |
707
-359
| -34% | -$16.8K | 0.01% | 548 |
|
|
2015
Q2 | $55K | Buy |
+1,066
| New | +$55K | 0.01% | 457 |
|