Financial Management Professionals’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 | $3.02K | Sell |
38
-45
| -54% | -$3.57K | ﹤0.01% | 690 |
|
|
2025
Q1 | $7K | Buy |
83
+7
| +9% | +$591 | ﹤0.01% | 583 |
|
|
2024
Q4 | $5.88K | Hold |
76
| – | – | ﹤0.01% | 591 |
|
|
2024
Q3 | $7K | Hold |
76
| – | – | ﹤0.01% | 589 |
|
|
2024
Q2 | $6K | Hold |
76
| – | – | ﹤0.01% | 573 |
|
|
2024
Q1 | $7K | Sell |
76
-123
| -62% | -$11.3K | ﹤0.01% | 603 |
|
|
2023
Q4 | $16K | Hold |
199
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $14K | Hold |
199
| – | – | ﹤0.01% | 439 |
|
|
2023
Q2 | $15K | Hold |
199
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $15K | Hold |
199
| – | – | ﹤0.01% | 487 |
|
|
2022
Q4 | $17K | Hold |
199
| – | – | ﹤0.01% | 402 |
|
|
2022
Q3 | $14K | Hold |
199
| – | – | ﹤0.01% | 417 |
|
|
2022
Q2 | $13K | Buy |
199
+40
| +25% | +$2.61K | ﹤0.01% | 442 |
|
|
2022
Q1 | $12K | Buy |
159
+36
| +29% | +$2.72K | ﹤0.01% | 489 |
|
|
2021
Q4 | $9K | Hold |
123
| – | – | ﹤0.01% | 504 |
|
|
2021
Q3 | $8K | Hold |
123
| – | – | ﹤0.01% | 520 |
|
|
2021
Q2 | $8K | Hold |
123
| – | – | ﹤0.01% | 442 |
|
|
2021
Q1 | $7K | Hold |
123
| – | – | ﹤0.01% | 434 |
|
|
2020
Q4 | $6K | Hold |
123
| – | – | ﹤0.01% | 426 |
|
|
2020
Q3 | $5K | Hold |
123
| – | – | ﹤0.01% | 410 |
|
|
2020
Q2 | $5K | Buy |
+123
| New | +$5K | ﹤0.01% | 395 |
|