GW&K Investment 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 | $17K | Buy |
212
+76
| +56% | +$6.09K | ﹤0.01% | 755 |
|
|
2025
Q1 | $11K | Buy |
136
+5
| +4% | +$404 | ﹤0.01% | 792 |
|
|
2024
Q4 | $10K | Buy |
131
+4
| +3% | +$305 | ﹤0.01% | 782 |
|
|
2024
Q3 | $11K | Sell |
127
-9
| -7% | -$780 | ﹤0.01% | 764 |
|
|
2024
Q2 | $11K | Buy |
136
+14
| +11% | +$1.13K | ﹤0.01% | 715 |
|
|
2024
Q1 | $11K | Hold |
122
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $10K | Buy |
122
+27
| +28% | +$2.21K | ﹤0.01% | 682 |
|
|
2023
Q3 | $7K | Buy |
95
+3
| +3% | +$221 | ﹤0.01% | 724 |
|
|
2023
Q2 | $7K | Buy |
+92
| New | +$7K | ﹤0.01% | 725 |
|
|
2022
Q3 | – | Sell |
-68
| Closed | -$5K | – | 717 |
|
|
2022
Q2 | $5K | Buy |
68
+24
| +55% | +$1.77K | ﹤0.01% | 610 |
|
|
2022
Q1 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 645 |
|