Catalyst Funds Management’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,500
Closed -$129K 1003
2024
Q3
$129K Sell
1,500
-3,100
-67% -$266K 0.03% 425
2024
Q2
$361K Sell
4,600
-10,300
-69% -$808K 0.1% 136
2024
Q1
$1.29M Buy
+14,900
New +$1.29M 0.36% 70