Horizon Financial Services’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 | – | Sell |
-96
| Closed | -$7.43K | – | 340 |
|
|
2024
Q4 | $7.43K | Buy |
96
+82
| +586% | +$6.35K | ﹤0.01% | 129 |
|
|
2024
Q3 | $1.2K | Hold |
14
| – | – | ﹤0.01% | 215 |
|
|
2024
Q2 | $1.1K | Hold |
14
| – | – | ﹤0.01% | 211 |
|
|
2024
Q1 | $1.21K | Buy |
+14
| New | +$1.21K | ﹤0.01% | 207 |
|
|
2022
Q1 | – | Sell |
-176
| Closed | -$12.7K | – | 96 |
|
|
2021
Q4 | $12.7K | Sell |
176
-28
| -14% | -$2.03K | 0.01% | 93 |
|
|
2021
Q3 | $13K | Sell |
204
-65
| -24% | -$4.14K | 0.01% | 103 |
|
|
2021
Q2 | $17K | Hold |
269
| – | – | 0.01% | 93 |
|
|
2021
Q1 | $16K | Hold |
269
| – | – | 0.01% | 58 |
|
|
2020
Q4 | $13K | Hold |
269
| – | – | 0.01% | 54 |
|
|
2020
Q3 | $11K | Buy |
+269
| New | +$11K | 0.01% | 55 |
|