HRT Financial’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 |
-44,807
| Closed | -$3.47M | – | 2946 |
|
|
2024
Q4 | $3.47M | Sell |
44,807
-4,723
| -10% | -$366K | 0.02% | 443 |
|
|
2024
Q3 | $4.25M | Buy |
49,530
+26,543
| +115% | +$2.28M | 0.02% | 502 |
|
|
2024
Q2 | $1.8M | Sell |
22,987
-334,120
| -94% | -$26.2M | 0.01% | 735 |
|
|
2024
Q1 | $30.8M | Buy |
357,107
+303,145
| +562% | +$26.2M | 0.19% | 49 |
|
|
2023
Q4 | $4.25M | Sell |
53,962
-30,379
| -36% | -$2.39M | 0.03% | 339 |
|
|
2023
Q3 | $6.08M | Buy |
+84,341
| New | +$6.08M | 0.06% | 221 |
|
|
2023
Q2 | – | Sell |
-184,724
| Closed | -$13.7M | – | 2861 |
|
|
2023
Q1 | $13.7M | Buy |
184,724
+176,464
| +2,136% | +$13.1M | 0.17% | 94 |
|
|
2022
Q4 | $693K | Buy |
+8,260
| New | +$693K | 0.01% | 1129 |
|
|
2022
Q3 | – | Sell |
-29,738
| Closed | -$1.99M | – | 3147 |
|
|
2022
Q2 | $1.99M | Buy |
29,738
+25,224
| +559% | +$1.68M | 0.02% | 567 |
|
|
2022
Q1 | $331K | Buy |
+4,514
| New | +$331K | ﹤0.01% | 1956 |
|
|
2021
Q4 | – | Sell |
-26,720
| Closed | -$1.72M | – | 3545 |
|
|
2021
Q3 | $1.72M | Buy |
+26,720
| New | +$1.72M | 0.01% | 750 |
|
|
2021
Q2 | – | Sell |
-142,157
| Closed | -$8.52M | – | 3198 |
|
|
2021
Q1 | $8.52M | Sell |
142,157
-17,017
| -11% | -$1.02M | 0.09% | 142 |
|
|
2020
Q4 | $7.9M | Buy |
+159,174
| New | +$7.9M | 0.16% | 103 |
|
|
2020
Q3 | – | Sell |
-11,140
| Closed | -$462K | – | 2132 |
|
|
2020
Q2 | $462K | Buy |
+11,140
| New | +$462K | 0.01% | 720 |
|