Harbor Capital Advisors’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 | $354K | Sell |
4,457
-27
| -0.6% | -$2.14K | 0.01% | 561 |
|
|
2025
Q1 | $378K | Sell |
4,484
-739
| -14% | -$62.3K | 0.02% | 562 |
|
|
2024
Q4 | $404K | Buy |
5,223
+132
| +3% | +$10.2K | 0.02% | 590 |
|
|
2024
Q3 | $437K | Buy |
5,091
+144
| +3% | +$12.4K | 0.02% | 591 |
|
|
2024
Q2 | $388K | Buy |
4,947
+12
| +0.2% | +$941 | 0.03% | 574 |
|
|
2024
Q1 | $426K | Buy |
4,935
+1,010
| +26% | +$87.2K | 0.06% | 437 |
|
|
2023
Q4 | $309K | Buy |
3,925
+2
| +0.1% | +$157 | 0.06% | 313 |
|
|
2023
Q3 | $283K | Hold |
3,923
| – | – | 0.06% | 313 |
|
|
2023
Q2 | $298K | Hold |
3,923
| – | – | 0.06% | 321 |
|
|
2023
Q1 | $292K | Buy |
+3,923
| New | +$292K | 0.08% | 189 |
|