Brown, Lisle/Cummings’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 | $33.6K | Hold |
423
| – | – | 0.01% | 375 |
|
|
2025
Q1 | $35.7K | Buy |
423
+7
| +2% | +$591 | 0.01% | 360 |
|
|
2024
Q4 | $32.2K | Hold |
416
| – | – | 0.01% | 368 |
|
|
2024
Q3 | $35.7K | Hold |
416
| – | – | 0.01% | 344 |
|
|
2024
Q2 | $32.6K | Hold |
416
| – | – | 0.01% | 345 |
|
|
2024
Q1 | $35.9K | Hold |
416
| – | – | 0.01% | 322 |
|
|
2023
Q4 | $32.7K | Hold |
416
| – | – | 0.01% | 322 |
|
|
2023
Q3 | $30K | Hold |
416
| – | – | 0.01% | 304 |
|
|
2023
Q2 | $31.5K | Buy |
+416
| New | +$31.5K | 0.01% | 301 |
|