CVA Family Office’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 | $89.1K | Buy |
1,122
+89
| +9% | +$7.07K | 0.01% | 421 |
|
|
2025
Q1 | $87.2K | Buy |
1,033
+19
| +2% | +$1.6K | 0.01% | 421 |
|
|
2024
Q4 | $78.5K | Buy |
1,014
+22
| +2% | +$1.7K | 0.01% | 435 |
|
|
2024
Q3 | $85.2K | Buy |
992
+61
| +7% | +$5.24K | 0.01% | 408 |
|
|
2024
Q2 | $73K | Buy |
931
+6
| +0.6% | +$471 | 0.01% | 422 |
|
|
2024
Q1 | $79.8K | Hold |
925
| – | – | 0.01% | 402 |
|
|
2023
Q4 | $72.8K | Buy |
+925
| New | +$72.8K | 0.01% | 395 |
|
|
2023
Q3 | – | Sell |
-750
| Closed | -$56.9K | – | 743 |
|
|
2023
Q2 | $56.9K | Buy |
750
+25
| +3% | +$1.9K | 0.01% | 421 |
|
|
2023
Q1 | $53.9K | Buy |
725
+5
| +0.7% | +$372 | 0.01% | 428 |
|
|
2022
Q4 | $60.4K | Buy |
720
+40
| +6% | +$3.36K | 0.01% | 377 |
|
|
2022
Q3 | $49K | Buy |
680
+80
| +13% | +$5.77K | 0.01% | 370 |
|
|
2022
Q2 | $40K | Sell |
600
-150
| -20% | -$10K | 0.01% | 412 |
|
|
2022
Q1 | $55K | Buy |
750
+170
| +29% | +$12.5K | 0.01% | 379 |
|
|
2021
Q4 | $42K | Buy |
+580
| New | +$42K | 0.01% | 386 |
|
|
2021
Q3 | – | Sell |
-685
| Closed | -$43K | – | 738 |
|
|
2021
Q2 | $43K | Buy |
685
+265
| +63% | +$16.6K | 0.01% | 386 |
|
|
2021
Q1 | $25K | Buy |
+420
| New | +$25K | 0.01% | 367 |
|