GHP Investment Advisors’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 | $30.5K | Hold |
384
| – | – | ﹤0.01% | 571 |
|
|
2025
Q1 | $32.4K | Hold |
384
| – | – | ﹤0.01% | 543 |
|
|
2024
Q4 | $29.7K | Hold |
384
| – | – | ﹤0.01% | 552 |
|
|
2024
Q3 | $33K | Buy |
384
+43
| +13% | +$3.69K | ﹤0.01% | 557 |
|
|
2024
Q2 | $26.8K | Buy |
341
+115
| +51% | +$9.02K | ﹤0.01% | 559 |
|
|
2024
Q1 | $19.5K | Hold |
226
| – | – | ﹤0.01% | 588 |
|
|
2023
Q4 | $17.8K | Sell |
226
-158
| -41% | -$12.4K | ﹤0.01% | 591 |
|
|
2023
Q3 | $26.8K | Buy |
384
+226
| +143% | +$15.8K | ﹤0.01% | 572 |
|
|
2023
Q2 | $12.3K | Hold |
158
| – | – | ﹤0.01% | 654 |
|
|
2023
Q1 | $11.7K | Sell |
158
-46
| -23% | -$3.42K | ﹤0.01% | 655 |
|
|
2022
Q4 | $17.1K | Buy |
204
+1
| +0.5% | +$84 | ﹤0.01% | 605 |
|
|
2022
Q3 | $15K | Buy |
203
+91
| +81% | +$6.72K | ﹤0.01% | 615 |
|
|
2022
Q2 | $7K | Buy |
112
+81
| +261% | +$5.06K | ﹤0.01% | 764 |
|
|
2022
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 894 |
|