EFS
Essex Financial Services’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,721
-22
| -0.8% | -$1.75K | 0.01% | 642 |
|
|
2025
Q1 | $231K | Sell |
2,743
-3
| -0.1% | -$253 | 0.02% | 562 |
|
|
2024
Q4 | $213K | Buy |
2,746
+11
| +0.4% | +$852 | 0.02% | 591 |
|
|
2024
Q3 | $246K | Sell |
2,735
-21
| -0.8% | -$1.89K | 0.02% | 545 |
|
|
2024
Q2 | $205K | Buy |
+2,756
| New | +$205K | 0.02% | 581 |
|