Global Financial Private Client’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 | – | Sell |
-530
| Closed | -$44.7K | – | 1211 |
|
|
2025
Q1 | $44.7K | Buy |
530
+21
| +4% | +$1.77K | 0.02% | 340 |
|
|
2024
Q4 | $39.4K | Buy |
509
+9
| +2% | +$697 | 0.01% | 347 |
|
|
2024
Q3 | $43K | Hold |
500
| – | – | 0.02% | 332 |
|
|
2024
Q2 | $39.2K | Hold |
500
| – | – | 0.02% | 325 |
|
|
2024
Q1 | $43K | Hold |
500
| – | – | 0.02% | 319 |
|
|
2023
Q4 | $39.3K | Hold |
500
| – | – | 0.02% | 317 |
|
|
2023
Q3 | $35.1K | Hold |
500
| – | – | 0.02% | 321 |
|
|
2023
Q2 | $38.3K | Hold |
500
| – | – | 0.02% | 314 |
|
|
2023
Q1 | $36.8K | Hold |
500
| – | – | 0.02% | 309 |
|
|
2022
Q4 | $42K | Hold |
500
| – | – | 0.02% | 290 |
|
|
2022
Q3 | $37.8K | Hold |
500
| – | – | 0.02% | 295 |
|
|
2022
Q2 | $33.9K | Hold |
500
| – | – | 0.02% | 300 |
|
|
2022
Q1 | $36.9K | Buy |
+500
| New | +$36.9K | 0.02% | 294 |
|