Horizon 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 | $263K | Buy |
3,309
+287
| +9% | +$22.8K | ﹤0.01% | 869 |
|
|
2025
Q1 | $255K | Buy |
3,022
+108
| +4% | +$9.11K | 0.01% | 498 |
|
|
2024
Q4 | $226K | Buy |
2,914
+24
| +0.8% | +$1.86K | 0.01% | 513 |
|
|
2024
Q3 | $248K | Sell |
2,890
-243
| -8% | -$20.9K | 0.01% | 501 |
|
|
2024
Q2 | $246K | Sell |
3,133
-14
| -0.4% | -$1.1K | 0.01% | 502 |
|
|
2024
Q1 | $272K | Sell |
3,147
-41
| -1% | -$3.54K | 0.01% | 479 |
|
|
2023
Q4 | $251K | Buy |
3,188
+53
| +2% | +$4.17K | 0.01% | 473 |
|
|
2023
Q3 | $226K | Sell |
3,135
-27
| -0.9% | -$1.95K | 0.01% | 484 |
|
|
2023
Q2 | $240K | Buy |
3,162
+202
| +7% | +$15.3K | 0.01% | 473 |
|
|
2023
Q1 | $220K | Sell |
2,960
-7,271
| -71% | -$540K | 0.01% | 489 |
|
|
2022
Q4 | $859K | Buy |
10,231
+1,016
| +11% | +$85.3K | 0.02% | 255 |
|
|
2022
Q3 | $665K | Buy |
+9,215
| New | +$665K | 0.02% | 279 |
|
|
2022
Q2 | – | Sell |
-3,023
| Closed | -$222K | – | 522 |
|
|
2022
Q1 | $222K | Buy |
+3,023
| New | +$222K | 0.01% | 493 |
|
|
2021
Q2 | – | Sell |
-10,616
| Closed | -$637K | – | 483 |
|
|
2021
Q1 | $637K | Buy |
+10,616
| New | +$637K | 0.02% | 263 |
|
|
2020
Q3 | – | Sell |
-5,942
| Closed | -$247K | – | 441 |
|
|
2020
Q2 | $247K | Buy |
+5,942
| New | +$247K | 0.01% | 400 |
|
|
2020
Q1 | – | Sell |
-9,180
| Closed | -$505K | – | 447 |
|
|
2019
Q4 | $505K | Buy |
+9,180
| New | +$505K | 0.02% | 292 |
|
|
2019
Q3 | – | Sell |
-4,700
| Closed | -$272K | – | 510 |
|
|
2019
Q2 | $272K | Buy |
4,700
+685
| +17% | +$39.6K | 0.01% | 418 |
|
|
2019
Q1 | $202K | Buy |
+4,015
| New | +$202K | 0.01% | 412 |
|
|
2016
Q4 | – | Sell |
-11,267
| Closed | -$580K | – | 180 |
|
|
2016
Q3 | $580K | Buy |
+11,267
| New | +$580K | 0.04% | 69 |
|