Caprock Group’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
Q1 | $270K | Sell |
3,203
-2,136
| -40% | -$180K | 0.01% | 905 |
|
|
2024
Q4 | $413K | Buy |
5,339
+111
| +2% | +$8.59K | 0.01% | 686 |
|
|
2024
Q3 | $449K | Sell |
5,228
-995
| -16% | -$85.5K | 0.02% | 608 |
|
|
2024
Q2 | $488K | Buy |
6,223
+1,051
| +20% | +$82.5K | 0.02% | 540 |
|
|
2024
Q1 | $446K | Buy |
5,172
+178
| +4% | +$15.4K | 0.03% | 448 |
|
|
2023
Q4 | $393K | Buy |
4,994
+1,080
| +28% | +$85K | 0.03% | 466 |
|
|
2023
Q3 | $282K | Buy |
3,914
+123
| +3% | +$8.87K | 0.02% | 508 |
|
|
2023
Q2 | $288K | Sell |
3,791
-340
| -8% | -$25.8K | 0.02% | 511 |
|
|
2023
Q1 | $307K | Buy |
4,131
+226
| +6% | +$16.8K | 0.02% | 483 |
|
|
2022
Q4 | $328K | Buy |
3,905
+260
| +7% | +$21.8K | 0.03% | 380 |
|
|
2022
Q3 | $263K | Buy |
3,645
+143
| +4% | +$10.3K | 0.03% | 442 |
|
|
2022
Q2 | $234K | Sell |
3,502
-311
| -8% | -$20.8K | 0.02% | 454 |
|
|
2022
Q1 | $280K | Buy |
3,813
+109
| +3% | +$8K | 0.03% | 450 |
|
|
2021
Q4 | $268K | Buy |
+3,704
| New | +$268K | 0.02% | 468 |
|