Duncker Streett & Co’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 | – | Sell |
-1,010
| Closed | -$85.2K | – | 525 |
|
|
2025
Q1 | $85.2K | Hold |
1,010
| – | – | 0.02% | 277 |
|
|
2024
Q4 | $78.2K | Hold |
1,010
| – | – | 0.01% | 288 |
|
|
2024
Q3 | $86.8K | Hold |
1,010
| – | – | 0.02% | 288 |
|
|
2024
Q2 | $79.2K | Hold |
1,010
| – | – | 0.02% | 285 |
|
|
2024
Q1 | $87.2K | Hold |
1,010
| – | – | 0.02% | 279 |
|
|
2023
Q4 | $79.5K | Hold |
1,010
| – | – | 0.02% | 282 |
|
|
2023
Q3 | $72.8K | Hold |
1,010
| – | – | 0.02% | 282 |
|
|
2023
Q2 | $76.6K | Hold |
1,010
| – | – | 0.02% | 277 |
|
|
2023
Q1 | $75.1K | Hold |
1,010
| – | – | 0.02% | 269 |
|
|
2022
Q4 | $84.8K | Hold |
1,010
| – | – | 0.02% | 269 |
|
|
2022
Q3 | $73K | Hold |
1,010
| – | – | 0.02% | 273 |
|
|
2022
Q2 | $67K | Buy |
+1,010
| New | +$67K | 0.02% | 290 |
|