Covestor’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 | $60K | Buy |
757
+79
| +12% | +$6.26K | 0.04% | 824 |
|
|
2025
Q1 | $57K | Buy |
678
+138
| +26% | +$11.6K | 0.04% | 795 |
|
|
2024
Q4 | $42K | Buy |
540
+319
| +144% | +$24.8K | 0.03% | 922 |
|
|
2024
Q3 | $19K | Buy |
221
+7
| +3% | +$602 | 0.01% | 1235 |
|
|
2024
Q2 | $17K | Sell |
214
-1,032
| -83% | -$82K | 0.01% | 1263 |
|
|
2024
Q1 | $108K | Sell |
1,246
-19
| -2% | -$1.65K | 0.07% | 492 |
|
|
2023
Q4 | $100K | Buy |
1,265
+263
| +26% | +$20.8K | 0.07% | 497 |
|
|
2023
Q3 | $72K | Buy |
1,002
+57
| +6% | +$4.1K | 0.05% | 597 |
|
|
2023
Q2 | $72K | Buy |
945
+335
| +55% | +$25.5K | 0.05% | 621 |
|
|
2023
Q1 | $45K | Buy |
610
+36
| +6% | +$2.66K | 0.04% | 745 |
|
|
2022
Q4 | $48K | Sell |
574
-661
| -54% | -$55.3K | 0.04% | 745 |
|
|
2022
Q3 | $89K | Sell |
1,235
-269
| -18% | -$19.4K | 0.08% | 413 |
|
|
2022
Q2 | $100K | Sell |
1,504
-312
| -17% | -$20.7K | 0.08% | 404 |
|
|
2022
Q1 | $133K | Buy |
1,816
+836
| +85% | +$61.2K | 0.09% | 329 |
|
|
2021
Q4 | $71K | Buy |
+980
| New | +$71K | 0.1% | 333 |
|