Flagship Harbor Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $38K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $5K | Sell |
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|
2018
Q4 | $185K | Buy |
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|
2018
Q3 | $246K | Buy |
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|
2018
Q2 | $221K | Hold |
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|
2018
Q1 | $250K | Sell |
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|
2017
Q4 | $354K | Hold |
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|
2017
Q3 | $327K | Buy |
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|
2017
Q2 | $314K | Hold |
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|
2017
Q1 | $298K | Buy |
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