Cornerstone Planning 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 | $9.82K | Buy |
129
+5
| +4% | +$381 | ﹤0.01% | 562 |
|
|
2025
Q1 | $9.18K | Buy |
124
+11
| +10% | +$814 | ﹤0.01% | 597 |
|
|
2024
Q4 | $9.34K | Hold |
113
| – | – | ﹤0.01% | 441 |
|
|
2024
Q3 | $9.51K | Buy |
113
+8
| +8% | +$673 | ﹤0.01% | 425 |
|
|
2024
Q2 | $7.66K | Sell |
105
-16
| -13% | -$1.17K | ﹤0.01% | 492 |
|
|
2024
Q1 | $9.83K | Buy |
121
+21
| +21% | +$1.71K | ﹤0.01% | 412 |
|
|
2023
Q4 | $7.87K | Hold |
100
| – | – | ﹤0.01% | 472 |
|
|
2023
Q3 | $7.21K | Hold |
100
| – | – | ﹤0.01% | 481 |
|
|
2023
Q2 | $7.58K | Buy |
+100
| New | +$7.58K | ﹤0.01% | 763 |
|
|
2022
Q4 | $8.69K | Buy |
+100
| New | +$8.69K | ﹤0.01% | 686 |
|