FORA 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 | $204K | Buy |
+2,574
| New | +$204K | 0.02% | 453 |
|
|
2024
Q4 | – | Sell |
-13,242
| Closed | -$1.14M | – | 546 |
|
|
2024
Q3 | $1.14M | Buy |
+13,242
| New | +$1.14M | 0.13% | 199 |
|
|
2024
Q2 | – | Sell |
-32,570
| Closed | -$2.81M | – | 508 |
|
|
2024
Q1 | $2.81M | Buy |
32,570
+917
| +3% | +$79.1K | 0.23% | 125 |
|
|
2023
Q4 | $2.49M | Buy |
+31,653
| New | +$2.49M | 0.21% | 131 |
|
|
2023
Q1 | – | Sell |
-8,858
| Closed | -$743K | – | 653 |
|
|
2022
Q4 | $743K | Buy |
+8,858
| New | +$743K | 0.12% | 207 |
|
|
2022
Q1 | – | Sell |
-3,550
| Closed | -$257K | – | 608 |
|
|
2021
Q4 | $257K | Buy |
+3,550
| New | +$257K | 0.1% | 254 |
|
|
2021
Q2 | – | Sell |
-2,343
| Closed | -$140K | – | 1082 |
|
|
2021
Q1 | $140K | Buy |
2,343
+1,102
| +89% | +$65.8K | 0.05% | 348 |
|
|
2020
Q4 | $62K | Sell |
1,241
-649
| -34% | -$32.4K | 0.01% | 747 |
|
|
2020
Q3 | $76K | Buy |
+1,890
| New | +$76K | 0.05% | 355 |
|