Chesley Taft & Associates’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 | $259K | Buy |
3,263
+2
| +0.1% | +$159 | 0.01% | 314 |
|
|
2025
Q1 | $275K | Buy |
3,261
+3
| +0.1% | +$253 | 0.01% | 307 |
|
|
2024
Q4 | $252K | Buy |
3,258
+2
| +0.1% | +$155 | 0.01% | 302 |
|
|
2024
Q3 | $280K | Buy |
3,256
+97
| +3% | +$8.33K | 0.01% | 293 |
|
|
2024
Q2 | $248K | Buy |
3,159
+3
| +0.1% | +$235 | 0.01% | 294 |
|
|
2024
Q1 | $272K | Buy |
3,156
+2
| +0.1% | +$173 | 0.01% | 287 |
|
|
2023
Q4 | $248K | Sell |
3,154
-114
| -3% | -$8.97K | 0.01% | 289 |
|
|
2023
Q3 | $236K | Buy |
3,268
+2
| +0.1% | +$144 | 0.02% | 277 |
|
|
2023
Q2 | $248K | Buy |
3,266
+3
| +0.1% | +$227 | 0.02% | 274 |
|
|
2023
Q1 | $243K | Hold |
3,263
| – | – | 0.02% | 277 |
|
|
2022
Q4 | $274K | Buy |
3,263
+4
| +0.1% | +$336 | 0.02% | 267 |
|
|
2022
Q3 | $235K | Hold |
3,259
| – | – | 0.02% | 266 |
|
|
2022
Q2 | $218K | Buy |
+3,259
| New | +$218K | 0.01% | 282 |
|
|
2018
Q2 | – | Sell |
-14,427
| Closed | -$879K | – | 274 |
|
|
2018
Q1 | $879K | Sell |
14,427
-550
| -4% | -$33.5K | 0.08% | 173 |
|
|
2017
Q4 | $1.06M | Buy |
14,977
+25
| +0.2% | +$1.76K | 0.09% | 169 |
|
|
2017
Q3 | $962K | Buy |
+14,952
| New | +$962K | 0.08% | 172 |
|