Freestone Capital Holdings’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 | $2.72M | Sell |
34,258
-1,632
| -5% | -$130K | 0.09% | 142 |
|
|
2025
Q1 | $3.03M | Buy |
35,890
+534
| +2% | +$45.1K | 0.11% | 129 |
|
|
2024
Q4 | $2.74M | Buy |
35,356
+332
| +0.9% | +$25.7K | 0.09% | 136 |
|
|
2024
Q3 | $3.01M | Buy |
35,024
+50
| +0.1% | +$4.3K | 0.1% | 139 |
|
|
2024
Q2 | $2.74M | Buy |
34,974
+659
| +2% | +$51.7K | 0.1% | 138 |
|
|
2024
Q1 | $2.96M | Buy |
34,315
+482
| +1% | +$41.6K | 0.11% | 135 |
|
|
2023
Q4 | $2.66M | Sell |
33,833
-230
| -0.7% | -$18.1K | 0.12% | 130 |
|
|
2023
Q3 | $2.45M | Sell |
34,063
-10,443
| -23% | -$753K | 0.13% | 126 |
|
|
2023
Q2 | $3.38M | Buy |
44,506
+95
| +0.2% | +$7.21K | 0.14% | 109 |
|
|
2023
Q1 | $3.3M | Sell |
44,411
-1,441
| -3% | -$107K | 0.15% | 102 |
|
|
2022
Q4 | $3.85M | Sell |
45,852
-3,214
| -7% | -$270K | 0.18% | 88 |
|
|
2022
Q3 | $3.54M | Sell |
49,066
-4,987
| -9% | -$360K | 0.16% | 91 |
|
|
2022
Q2 | $3.61M | Sell |
54,053
-11,897
| -18% | -$795K | 0.14% | 103 |
|
|
2022
Q1 | $4.84M | Sell |
65,950
-925
| -1% | -$67.9K | 0.19% | 109 |
|
|
2021
Q4 | $4.84M | Buy |
66,875
+974
| +1% | +$70.4K | 0.2% | 103 |
|
|
2021
Q3 | $4.24M | Buy |
65,901
+262
| +0.4% | +$16.9K | 0.21% | 105 |
|
|
2021
Q2 | $4.15M | Buy |
65,639
+1,181
| +2% | +$74.6K | 0.21% | 119 |
|
|
2021
Q1 | $3.87M | Buy |
64,458
+2,424
| +4% | +$145K | 0.21% | 117 |
|
|
2020
Q4 | $3.08M | Sell |
62,034
-855
| -1% | -$42.4K | 0.18% | 135 |
|
|
2020
Q3 | $2.53M | Buy |
62,889
+6,923
| +12% | +$279K | 0.17% | 132 |
|
|
2020
Q2 | $2.33K | Sell |
55,966
-11,789
| -17% | -$490 | 0.03% | 145 |
|
|
2020
Q1 | $2.12K | Sell |
67,755
-2,583
| -4% | -$81 | 0.05% | 128 |
|
|
2019
Q4 | $3.87K | Sell |
70,338
-3,686
| -5% | -$203 | 0.08% | 114 |
|
|
2019
Q3 | $4.23K | Sell |
74,024
-17,903
| -19% | -$1.02K | 0.1% | 92 |
|
|
2019
Q2 | $5.32K | Buy |
+91,927
| New | +$5.32K | 0.14% | 92 |
|