Caprock Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Buy |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $449K | Sell |
|
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|
2024
Q2 | $488K | Buy |
|
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|
2024
Q1 | $446K | Buy |
|
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|
2023
Q4 | $393K | Buy |
|
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|
2023
Q3 | $282K | Buy |
|
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $307K | Buy |
|
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|
2022
Q4 | $328K | Buy |
|
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|
2022
Q3 | $263K | Buy |
|
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $268K | Buy |
|