Bruce G. Allen 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 | $13.5K | Sell |
170
-42
| -20% | -$3.34K | 0.01% | 435 |
|
|
2025
Q1 | $17.9K | Hold |
212
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $16.4K | Sell |
212
-9
| -4% | -$697 | 0.01% | 408 |
|
|
2024
Q3 | $19K | Hold |
221
| – | – | 0.01% | 395 |
|
|
2024
Q2 | $17.3K | Hold |
221
| – | – | 0.01% | 384 |
|
|
2024
Q1 | $19.1K | Hold |
221
| – | – | 0.02% | 386 |
|
|
2023
Q4 | $17.4K | Buy |
+221
| New | +$17.4K | 0.02% | 390 |
|