Graham Capital Management’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 | $2.99M | Buy |
37,674
+34,683
| +1,160% | +$2.75M | 0.05% | 209 |
|
|
2025
Q1 | $252K | Sell |
2,991
-5,131
| -63% | -$433K | ﹤0.01% | 1022 |
|
|
2024
Q4 | $629K | Buy |
8,122
+5,739
| +241% | +$444K | 0.01% | 632 |
|
|
2024
Q3 | $205K | Buy |
+2,383
| New | +$205K | ﹤0.01% | 873 |
|
|
2024
Q2 | – | Sell |
-20,479
| Closed | -$1.77M | – | 1273 |
|
|
2024
Q1 | $1.77M | Buy |
20,479
+17,349
| +554% | +$1.5M | 0.03% | 249 |
|
|
2023
Q4 | $246K | Sell |
3,130
-5,632
| -64% | -$443K | 0.01% | 758 |
|
|
2023
Q3 | $631K | Buy |
8,762
+2,859
| +48% | +$206K | 0.01% | 482 |
|
|
2023
Q2 | $448K | Buy |
+5,903
| New | +$448K | 0.01% | 575 |
|
|
2023
Q1 | – | Sell |
-5,286
| Closed | -$444K | – | 1259 |
|
|
2022
Q4 | $444K | Buy |
+5,286
| New | +$444K | 0.01% | 781 |
|