Forum Financial Management’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 | $551K | Buy |
6,933
+486
| +8% | +$38.6K | 0.01% | 376 |
|
|
2025
Q1 | $544K | Buy |
6,447
+2
| +0% | +$169 | 0.01% | 339 |
|
|
2024
Q4 | $499K | Hold |
6,445
| – | – | 0.01% | 380 |
|
|
2024
Q3 | $554K | Buy |
6,445
+12
| +0.2% | +$1.03K | 0.01% | 301 |
|
|
2024
Q2 | $505K | Sell |
6,433
-446
| -6% | -$35K | 0.01% | 300 |
|
|
2024
Q1 | $594K | Buy |
6,879
+450
| +7% | +$38.8K | 0.01% | 274 |
|
|
2023
Q4 | $506K | Sell |
6,429
-450
| -7% | -$35.4K | 0.01% | 287 |
|
|
2023
Q3 | $496K | Hold |
6,879
| – | – | 0.01% | 285 |
|
|
2023
Q2 | $522K | Sell |
6,879
-2
| -0% | -$152 | 0.01% | 283 |
|
|
2023
Q1 | $511K | Buy |
6,881
+2
| +0% | +$149 | 0.01% | 261 |
|
|
2022
Q4 | $577K | Hold |
6,879
| – | – | 0.02% | 223 |
|
|
2022
Q3 | $496K | Hold |
6,879
| – | – | 0.02% | 221 |
|
|
2022
Q2 | $459K | Buy |
6,879
+192
| +3% | +$12.8K | 0.02% | 249 |
|
|
2022
Q1 | $490K | Sell |
6,687
-202
| -3% | -$14.8K | 0.02% | 244 |
|
|
2021
Q4 | $498K | Buy |
+6,889
| New | +$498K | 0.03% | 250 |
|