Hunter Associates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,411
| Closed | -$202K | – | 259 |
|
|
2025
Q1 | $202K | Buy |
+2,411
| New | +$202K | 0.03% | 241 |
|
|
2024
Q4 | – | Sell |
-2,411
| Closed | -$207K | – | 265 |
|
|
2024
Q3 | $207K | Buy |
+2,411
| New | +$207K | 0.03% | 245 |
|
|
2024
Q2 | – | Sell |
-2,411
| Closed | -$208K | – | 260 |
|
|
2024
Q1 | $208K | Buy |
+2,411
| New | +$208K | 0.04% | 247 |
|
|
2023
Q1 | – | Sell |
-2,411
| Closed | -$201K | – | 265 |
|
|
2022
Q4 | $201K | Buy |
+2,411
| New | +$201K | 0.05% | 218 |
|
|
2022
Q3 | – | Sell |
-3,411
| Closed | -$228K | – | 228 |
|
|
2022
Q2 | $228K | Buy |
+3,411
| New | +$228K | 0.06% | 201 |
|
|
2021
Q2 | – | Sell |
-3,435
| Closed | -$206K | – | 178 |
|
|
2021
Q1 | $206K | Buy |
+3,435
| New | +$206K | 0.05% | 195 |
|