Ground Swell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,241
| Closed | -$333K | – | 238 |
|
|
2024
Q2 | $333K | Buy |
+4,241
| New | +$333K | 0.26% | 46 |
|
|
2022
Q3 | – | Sell |
-4,033
| Closed | -$269K | – | 172 |
|
|
2022
Q2 | $269K | Buy |
+4,033
| New | +$269K | 0.49% | 62 |
|
|
2014
Q3 | $34K | Buy |
651
+343
| +111% | +$17.9K | 0.06% | 323 |
|
|
2014
Q2 | $16K | Buy |
+308
| New | +$16K | 0.03% | 512 |
|