Halpern Financial’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 | $25.2K | Hold |
296
| – | – | 0.01% | 114 |
|
|
2024
Q2 | $23.2K | Hold |
296
| – | – | 0.01% | 118 |
|
|
2024
Q1 | $25.4K | Hold |
296
| – | – | 0.01% | 119 |
|
|
2023
Q4 | $23.3K | Hold |
296
| – | – | 0.01% | 132 |
|
|
2023
Q3 | $21.3K | Hold |
296
| – | – | 0.01% | 123 |
|
|
2023
Q2 | $22.4K | Hold |
296
| – | – | 0.01% | 111 |
|
|
2023
Q1 | $22K | Hold |
296
| – | – | 0.01% | 106 |
|
|
2022
Q4 | $24.8K | Hold |
296
| – | – | 0.01% | 105 |
|
|
2022
Q3 | $21.4K | Hold |
296
| – | – | 0.01% | 113 |
|
|
2022
Q2 | $19.8K | Hold |
296
| – | – | 0.01% | 124 |
|
|
2022
Q1 | $21.7K | Hold |
296
| – | – | 0.01% | 139 |
|
|
2021
Q4 | $21.4K | Hold |
296
| – | – | 0.01% | 137 |
|
|
2021
Q3 | $19.1K | Hold |
296
| – | – | 0.01% | 121 |
|
|
2021
Q2 | $18.7K | Hold |
296
| – | – | 0.01% | 110 |
|
|
2021
Q1 | $17.7K | Hold |
296
| – | – | 0.01% | 104 |
|
|
2020
Q4 | $14.7K | Hold |
296
| – | – | 0.01% | 97 |
|
|
2020
Q3 | $11.9K | Hold |
296
| – | – | 0.01% | 100 |
|
|
2020
Q2 | $12.3K | Hold |
296
| – | – | 0.01% | 88 |
|
|
2020
Q1 | $9.28K | Hold |
296
| – | – | 0.01% | 89 |
|
|
2019
Q4 | $16.3K | Buy |
+296
| New | +$16.3K | 0.01% | 92 |
|