Hartford Funds 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 | – | Sell |
-11,298
| Closed | -$953K | – | 104 |
|
|
2025
Q1 | $953K | Buy |
11,298
+57
| +0.5% | +$4.81K | 0.09% | 48 |
|
|
2024
Q4 | $870K | Buy |
11,241
+161
| +1% | +$12.5K | 0.08% | 50 |
|
|
2024
Q3 | $952K | Sell |
11,080
-97
| -0.9% | -$8.33K | 0.09% | 43 |
|
|
2024
Q2 | $877K | Buy |
11,177
+1,175
| +12% | +$92.2K | 0.08% | 43 |
|
|
2024
Q1 | $863K | Buy |
10,002
+1,793
| +22% | +$155K | 0.08% | 36 |
|
|
2023
Q4 | $646K | Buy |
8,209
+3,731
| +83% | +$294K | 0.06% | 43 |
|
|
2023
Q3 | $323K | Buy |
+4,478
| New | +$323K | 0.03% | 67 |
|