D.J. St. Germain’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 | $19K | Sell |
239
-62
| -21% | -$4.93K | ﹤0.01% | 590 |
|
|
2025
Q1 | $25.4K | Sell |
301
-64
| -18% | -$5.4K | ﹤0.01% | 476 |
|
|
2024
Q4 | $28.3K | Sell |
365
-62
| -15% | -$4.8K | ﹤0.01% | 486 |
|
|
2024
Q3 | $36.7K | Sell |
427
-62
| -13% | -$5.33K | ﹤0.01% | 413 |
|
|
2024
Q2 | $38.4K | Hold |
489
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $42.2K | Hold |
489
| – | – | ﹤0.01% | 410 |
|
|
2023
Q4 | $38.5K | Buy |
489
+250
| +105% | +$19.7K | ﹤0.01% | 422 |
|
|
2023
Q3 | $17.2K | Hold |
239
| – | – | ﹤0.01% | 482 |
|
|
2023
Q2 | $18.1K | Buy |
+239
| New | +$18.1K | ﹤0.01% | 481 |
|