EntryPoint Capital’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 |
-2,395
| Closed | -$202K | – | 771 |
|
|
2025
Q1 | $202K | Buy |
+2,395
| New | +$202K | 0.09% | 536 |
|
|
2024
Q4 | – | Sell |
-3,030
| Closed | -$260K | – | 910 |
|
|
2024
Q3 | $260K | Buy |
3,030
+831
| +38% | +$71.4K | 0.15% | 312 |
|
|
2024
Q2 | $173K | Buy |
+2,199
| New | +$173K | 0.25% | 49 |
|
|
2024
Q1 | – | Sell |
-1,740
| Closed | -$137K | – | 1673 |
|
|
2023
Q4 | $137K | Buy |
+1,740
| New | +$137K | 0.13% | 229 |
|