Gillson Capital’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 | $7.43M | Buy |
+93,499
| New | +$7.43M | 0.57% | 50 |
|
|
2024
Q4 | – | Sell |
-195,101
| Closed | -$16.8M | – | 78 |
|
|
2024
Q3 | $16.8M | Buy |
+195,101
| New | +$16.8M | 1.52% | 27 |
|
|
2023
Q4 | – | Sell |
-322,491
| Closed | -$23.2M | – | 94 |
|
|
2023
Q3 | $23.2M | Buy |
+322,491
| New | +$23.2M | 1.72% | 17 |
|
|
2022
Q2 | – | Sell |
-256,861
| Closed | -$18.9M | – | 231 |
|
|
2022
Q1 | $18.9M | Buy |
+256,861
| New | +$18.9M | 1.51% | 16 |
|
|
2021
Q2 | – | Sell |
-238,130
| Closed | -$14.3M | – | 241 |
|
|
2021
Q1 | $14.3M | Buy |
+238,130
| New | +$14.3M | 1.2% | 28 |
|
|
2020
Q2 | – | Sell |
-404,047
| Closed | -$12.7M | – | 74 |
|
|
2020
Q1 | $12.7M | Buy |
+404,047
| New | +$12.7M | 2.14% | 19 |
|