Brown Advisory’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 | $256K | Buy |
3,227
+55
| +2% | +$4.37K | ﹤0.01% | 1213 |
|
|
2025
Q1 | $268K | Sell |
3,172
-2
| -0.1% | -$169 | ﹤0.01% | 1173 |
|
|
2024
Q4 | $246K | Buy |
3,174
+440
| +16% | +$34.1K | ﹤0.01% | 1222 |
|
|
2024
Q3 | $235K | Sell |
2,734
-260
| -9% | -$22.3K | ﹤0.01% | 1164 |
|
|
2024
Q2 | $235K | Buy |
+2,994
| New | +$235K | ﹤0.01% | 1136 |
|
|
2023
Q2 | – | Sell |
-3,010
| Closed | -$224K | – | 1230 |
|
|
2023
Q1 | $224K | Sell |
3,010
-117
| -4% | -$8.7K | ﹤0.01% | 1105 |
|
|
2022
Q4 | $262K | Buy |
3,127
+89
| +3% | +$7.47K | ﹤0.01% | 1053 |
|
|
2022
Q3 | $219K | Hold |
3,038
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q2 | $203K | Hold |
3,038
| – | – | ﹤0.01% | 1041 |
|
|
2022
Q1 | $223K | Sell |
3,038
-455
| -13% | -$33.4K | ﹤0.01% | 1042 |
|
|
2021
Q4 | $252K | Hold |
3,493
| – | – | ﹤0.01% | 1094 |
|
|
2021
Q3 | $225K | Sell |
3,493
-648
| -16% | -$41.7K | ﹤0.01% | 1017 |
|
|
2021
Q2 | $261K | Buy |
+4,141
| New | +$261K | ﹤0.01% | 975 |
|