Chicago Partners Investment 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
Q2 | $449K | Buy |
5,550
+137
| +3% | +$11.1K | 0.01% | 645 |
|
|
2025
Q1 | $420K | Buy |
+5,413
| New | +$420K | 0.01% | 577 |
|
|
2018
Q4 | – | Sell |
-122
| Closed | -$6K | – | 742 |
|
|
2018
Q3 | $6K | Sell |
122
-223
| -65% | -$11K | ﹤0.01% | 893 |
|
|
2018
Q2 | $18K | Buy |
345
+120
| +53% | +$6.26K | ﹤0.01% | 683 |
|
|
2018
Q1 | $14K | Hold |
225
| – | – | ﹤0.01% | 715 |
|
|
2017
Q4 | $16K | Hold |
225
| – | – | ﹤0.01% | 664 |
|
|
2017
Q3 | $14K | Sell |
225
-400
| -64% | -$24.9K | ﹤0.01% | 721 |
|
|
2017
Q2 | $37K | Buy |
+625
| New | +$37K | 0.01% | 430 |
|