Freedom Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,149
| Closed | -$1.61M | – | 767 |
|
|
2022
Q4 | $1.61M | Sell |
19,149
-2,035
| -10% | -$171K | 0.18% | 147 |
|
|
2022
Q3 | $1.53M | Buy |
21,184
+234
| +1% | +$16.9K | 0.18% | 137 |
|
|
2022
Q2 | $1.4M | Buy |
20,950
+6,335
| +43% | +$423K | 0.15% | 187 |
|
|
2022
Q1 | $1.07M | Buy |
+14,615
| New | +$1.07M | 0.1% | 275 |
|
|
2017
Q1 | – | Sell |
-3,625
| Closed | -$210K | – | 1103 |
|
|
2016
Q4 | $210K | Buy |
+3,625
| New | +$210K | 0.01% | 881 |
|
|
2015
Q4 | – | Sell |
-6,032
| Closed | -$413K | – | 795 |
|
|
2015
Q3 | $413K | Buy |
+6,032
| New | +$413K | 0.04% | 372 |
|