CRA Financial Services’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,000
| Closed | -$216K | – | 222 |
|
|
2023
Q3 | $216K | Hold |
3,000
| – | – | 0.06% | 197 |
|
|
2023
Q2 | $228K | Hold |
3,000
| – | – | 0.06% | 186 |
|
|
2023
Q1 | $223K | Hold |
3,000
| – | – | 0.07% | 184 |
|
|
2022
Q4 | $252K | Hold |
3,000
| – | – | 0.08% | 164 |
|
|
2022
Q3 | $216K | Hold |
3,000
| – | – | 0.08% | 173 |
|
|
2022
Q2 | $200K | Hold |
3,000
| – | – | 0.07% | 196 |
|
|
2022
Q1 | $220K | Hold |
3,000
| – | – | 0.07% | 188 |
|
|
2021
Q4 | $217K | Buy |
+3,000
| New | +$217K | 0.06% | 193 |
|
|
2019
Q3 | – | Sell |
-3,500
| Closed | -$203K | – | 143 |
|
|
2019
Q2 | $203K | Buy |
+3,500
| New | +$203K | 0.12% | 133 |
|