HM Payson & Co’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
Q1 | $3.29K | Hold |
39
| – | – | ﹤0.01% | 934 |
|
|
2024
Q4 | $3.02K | Sell |
39
-3
| -7% | -$232 | ﹤0.01% | 932 |
|
|
2024
Q3 | $3.61K | Buy |
+42
| New | +$3.61K | ﹤0.01% | 920 |
|
|
2023
Q3 | – | Sell |
-128
| Closed | -$9.71K | – | 1038 |
|
|
2023
Q2 | $9.71K | Buy |
+128
| New | +$9.71K | ﹤0.01% | 805 |
|
|
2022
Q3 | – | Sell |
-41
| Closed | -$3K | – | 1060 |
|
|
2022
Q2 | $3K | Sell |
41
-140
| -77% | -$10.2K | ﹤0.01% | 932 |
|
|
2022
Q1 | $13K | Hold |
181
| – | – | ﹤0.01% | 815 |
|
|
2021
Q4 | $13K | Sell |
181
-26
| -13% | -$1.87K | ﹤0.01% | 831 |
|
|
2021
Q3 | $13K | Hold |
207
| – | – | ﹤0.01% | 804 |
|
|
2021
Q2 | $13K | Sell |
207
-3
| -1% | -$188 | ﹤0.01% | 795 |
|
|
2021
Q1 | $13K | Hold |
210
| – | – | ﹤0.01% | 839 |
|
|
2020
Q4 | $10K | Sell |
210
-30
| -13% | -$1.43K | ﹤0.01% | 865 |
|
|
2020
Q3 | $10K | Buy |
240
+60
| +33% | +$2.5K | ﹤0.01% | 832 |
|
|
2020
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 774 |
|
|
2020
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 795 |
|
|
2019
Q4 | $10K | Hold |
180
| – | – | ﹤0.01% | 804 |
|
|
2019
Q3 | $10K | Hold |
180
| – | – | ﹤0.01% | 816 |
|
|
2019
Q2 | $10K | Buy |
+180
| New | +$10K | ﹤0.01% | 820 |
|