Davis Capital Management’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
Q1 | $3.88K | Hold |
46
| – | – | ﹤0.01% | 270 |
|
|
2024
Q4 | $3.56K | Hold |
46
| – | – | ﹤0.01% | 273 |
|
|
2024
Q3 | $3.95K | Hold |
46
| – | – | ﹤0.01% | 282 |
|
|
2024
Q2 | $3.59K | Hold |
46
| – | – | ﹤0.01% | 277 |
|
|
2024
Q1 | $3.96K | Hold |
46
| – | – | ﹤0.01% | 253 |
|
|
2023
Q4 | $3.62K | Buy |
+46
| New | +$3.62K | ﹤0.01% | 260 |
|