Howard Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,266
| Closed | -$366K | – | 419 |
|
|
2024
Q3 | $366K | Buy |
+4,266
| New | +$366K | 0.01% | 305 |
|
|
2018
Q4 | – | Sell |
-199,856
| Closed | -$11.7M | – | 50 |
|
|
2018
Q3 | $11.7M | Hold |
199,856
| – | – | 1.13% | 29 |
|
|
2018
Q2 | $10.6M | Buy |
199,856
+69,170
| +53% | +$3.68M | 1.17% | 49 |
|
|
2018
Q1 | $7.96M | Buy |
130,686
+10,419
| +9% | +$634K | 1% | 56 |
|
|
2017
Q4 | $8.49M | Buy |
+120,267
| New | +$8.49M | 1.35% | 31 |
|