Harbor Investment Advisory’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 | $125K | Hold |
1,576
| – | – | 0.01% | 449 |
|
|
2025
Q1 | $133K | Hold |
1,576
| – | – | 0.01% | 417 |
|
|
2024
Q4 | $122K | Hold |
1,576
| – | – | 0.01% | 419 |
|
|
2024
Q3 | $135K | Sell |
1,576
-3
| -0.2% | -$258 | 0.01% | 392 |
|
|
2024
Q2 | $124K | Buy |
1,579
+3
| +0.2% | +$235 | 0.01% | 401 |
|
|
2024
Q1 | $136K | Hold |
1,576
| – | – | 0.01% | 398 |
|
|
2023
Q4 | $124K | Hold |
1,576
| – | – | 0.01% | 390 |
|
|
2023
Q3 | $114K | Hold |
1,576
| – | – | 0.01% | 381 |
|
|
2023
Q2 | $120K | Hold |
1,576
| – | – | 0.02% | 456 |
|
|
2023
Q1 | $117K | Hold |
1,576
| – | – | 0.02% | 456 |
|
|
2022
Q4 | $132K | Buy |
1,576
+500
| +46% | +$42K | 0.02% | 428 |
|
|
2022
Q3 | $78K | Hold |
1,076
| – | – | 0.01% | 531 |
|
|
2022
Q2 | $72K | Hold |
1,076
| – | – | 0.01% | 586 |
|
|
2022
Q1 | $79K | Hold |
1,076
| – | – | 0.01% | 604 |
|
|
2021
Q4 | $78K | Hold |
1,076
| – | – | 0.01% | 615 |
|
|
2021
Q3 | $69K | Hold |
1,076
| – | – | 0.01% | 628 |
|
|
2021
Q2 | $68K | Hold |
1,076
| – | – | 0.01% | 619 |
|
|
2021
Q1 | $65K | Buy |
+1,076
| New | +$65K | 0.01% | 604 |
|