Great Diamond Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,700
| Closed | -$578K | – | 224 |
|
|
2024
Q1 | $578K | Sell |
6,700
-2,232
| -25% | -$193K | 0.13% | 122 |
|
|
2023
Q4 | $703K | Sell |
8,932
-10,763
| -55% | -$847K | 0.17% | 115 |
|
|
2023
Q3 | $1.42M | Sell |
19,695
-127
| -0.6% | -$9.15K | 0.38% | 67 |
|
|
2023
Q2 | $1.5M | Sell |
19,822
-56
| -0.3% | -$4.25K | 0.4% | 67 |
|
|
2023
Q1 | $1.48M | Buy |
19,878
+14,282
| +255% | +$1.06M | 0.43% | 62 |
|
|
2022
Q4 | $470K | Buy |
+5,596
| New | +$470K | 0.14% | 124 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$2K | – | 468 |
|
|
2019
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 653 |
|