GTS Securities’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 |
-2,819
| Closed | -$238K | – | 1510 |
|
|
2025
Q1 | $238K | Sell |
2,819
-187
| -6% | -$15.8K | 0.01% | 1065 |
|
|
2024
Q4 | $233K | Sell |
3,006
-491
| -14% | -$38K | 0.01% | 1023 |
|
|
2024
Q3 | $300K | Sell |
3,497
-223
| -6% | -$19.2K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $292K | Buy |
+3,720
| New | +$292K | ﹤0.01% | 1206 |
|
|
2024
Q1 | – | Sell |
-5,325
| Closed | -$419K | – | 1897 |
|
|
2023
Q4 | $419K | Buy |
5,325
+827
| +18% | +$65.1K | ﹤0.01% | 994 |
|
|
2023
Q3 | $324K | Buy |
+4,498
| New | +$324K | ﹤0.01% | 962 |
|