GAMMA Investing’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 | $432K | Sell |
5,444
-230
| -4% | -$18.3K | 0.03% | 532 |
|
|
2025
Q1 | $479K | Buy |
5,674
+1,645
| +41% | +$139K | 0.04% | 434 |
|
|
2024
Q4 | $312K | Sell |
4,029
-211
| -5% | -$16.3K | 0.03% | 528 |
|
|
2024
Q3 | $364K | Buy |
4,240
+668
| +19% | +$57.4K | 0.04% | 408 |
|
|
2024
Q2 | $280K | Buy |
3,572
+1,630
| +84% | +$128K | 0.04% | 405 |
|
|
2024
Q1 | $168K | Buy |
1,942
+284
| +17% | +$24.5K | 0.03% | 451 |
|
|
2023
Q4 | $131K | Buy |
+1,658
| New | +$131K | 0.04% | 437 |
|