Corient Private Wealth’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 | $2.95M | Sell |
37,083
-55
| -0.1% | -$4.37K | ﹤0.01% | 947 |
|
|
2025
Q1 | $3.13M | Buy |
37,138
+2,838
| +8% | +$239K | 0.01% | 824 |
|
|
2024
Q4 | $2.66M | Sell |
34,300
-23,752
| -41% | -$1.84M | ﹤0.01% | 894 |
|
|
2024
Q3 | $4.99M | Buy |
58,052
+21,776
| +60% | +$1.87M | 0.01% | 730 |
|
|
2024
Q2 | $2.85M | Buy |
36,276
+4,607
| +15% | +$361K | 0.01% | 884 |
|
|
2024
Q1 | $2.73M | Buy |
31,669
+57
| +0.2% | +$4.92K | ﹤0.01% | 888 |
|
|
2023
Q4 | $2.49M | Buy |
31,612
+1,536
| +5% | +$121K | ﹤0.01% | 907 |
|
|
2023
Q3 | $2.17M | Buy |
30,076
+11,469
| +62% | +$827K | 0.01% | 877 |
|
|
2023
Q2 | $1.41M | Sell |
18,607
-11,441
| -38% | -$868K | ﹤0.01% | 1025 |
|
|
2023
Q1 | $2.23M | Sell |
30,048
-1,605
| -5% | -$119K | 0.01% | 804 |
|
|
2022
Q4 | $2.66M | Buy |
+31,653
| New | +$2.66M | 0.01% | 640 |
|