Commons Capital’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
Q2 | – | Sell |
-2,628
| Closed | -$227K | – | 63 |
|
|
2024
Q1 | $227K | Buy |
2,628
+3
| +0.1% | +$259 | 0.33% | 44 |
|
|
2023
Q4 | $206K | Buy |
+2,625
| New | +$206K | 0.33% | 46 |
|
|
2023
Q3 | – | Sell |
-2,754
| Closed | -$209K | – | 65 |
|
|
2023
Q2 | $209K | Sell |
2,754
-464
| -14% | -$35.2K | 0.32% | 58 |
|
|
2023
Q1 | $239K | Sell |
3,218
-273
| -8% | -$20.3K | 0.38% | 54 |
|
|
2022
Q4 | $293K | Buy |
3,491
+12
| +0.3% | +$1.01K | 0.48% | 55 |
|
|
2022
Q3 | $251K | Sell |
3,479
-102
| -3% | -$7.36K | 0.4% | 64 |
|
|
2022
Q2 | $239K | Buy |
3,581
+62
| +2% | +$4.14K | 0.36% | 76 |
|
|
2022
Q1 | $258K | Buy |
3,519
+1,366
| +63% | +$100K | 0.28% | 83 |
|
|
2021
Q4 | $156K | Buy |
+2,153
| New | +$156K | 0.15% | 126 |
|