Harbour Investments’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 | $144K | Sell |
1,809
-24
| -1% | -$1.91K | ﹤0.01% | 1335 |
|
|
2025
Q1 | $155K | Sell |
1,833
-5
| -0.3% | -$422 | ﹤0.01% | 1221 |
|
|
2024
Q4 | $142K | Buy |
1,838
+275
| +18% | +$21.3K | ﹤0.01% | 1193 |
|
|
2024
Q3 | $134K | Sell |
1,563
-465
| -23% | -$39.9K | ﹤0.01% | 1191 |
|
|
2024
Q2 | $159K | Buy |
2,028
+3
| +0.1% | +$235 | 0.01% | 1036 |
|
|
2024
Q1 | $175K | Buy |
2,025
+2
| +0.1% | +$173 | 0.01% | 970 |
|
|
2023
Q4 | $159K | Buy |
2,023
+394
| +24% | +$31K | 0.01% | 952 |
|
|
2023
Q3 | $117K | Sell |
1,629
-223
| -12% | -$16.1K | 0.01% | 987 |
|
|
2023
Q2 | $140K | Sell |
1,852
-504
| -21% | -$38.2K | 0.01% | 921 |
|
|
2023
Q1 | $175K | Buy |
2,356
+366
| +18% | +$27.2K | 0.01% | 816 |
|
|
2022
Q4 | $167K | Sell |
1,990
-194
| -9% | -$16.3K | 0.01% | 807 |
|
|
2022
Q3 | $146K | Hold |
2,184
| – | – | 0.01% | 824 |
|
|
2022
Q2 | $146K | Buy |
+2,184
| New | +$146K | 0.01% | 824 |
|
|
2021
Q4 | $80K | Sell |
1,103
-6,545
| -86% | -$475K | ﹤0.01% | 1067 |
|
|
2021
Q3 | $493K | Buy |
7,648
+492
| +7% | +$31.7K | 0.02% | 647 |
|
|
2021
Q2 | $452K | Sell |
7,156
-59
| -0.8% | -$3.73K | 0.01% | 719 |
|
|
2021
Q1 | $433K | Buy |
+7,215
| New | +$433K | 0.02% | 667 |
|