Clarity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.9K | Buy |
1,233
+5
| +0.4% | +$397 | 0.06% | 61 |
|
|
2025
Q1 | $104K | Buy |
1,228
+4
| +0.3% | +$338 | 0.07% | 50 |
|
|
2024
Q4 | $94.8K | Buy |
1,224
+4
| +0.3% | +$310 | 0.06% | 55 |
|
|
2024
Q3 | $105K | Buy |
1,220
+3
| +0.2% | +$258 | 0.07% | 49 |
|
|
2024
Q2 | $95.5K | Buy |
1,217
+4
| +0.3% | +$314 | 0.07% | 50 |
|
|
2024
Q1 | $105K | Buy |
1,213
+3
| +0.2% | +$259 | 0.07% | 48 |
|
|
2023
Q4 | $95.2K | Buy |
+1,210
| New | +$95.2K | 0.08% | 47 |
|