IEQ Capital’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 | $720K | Sell |
9,062
-10,864
| -55% | -$863K | ﹤0.01% | 981 |
|
|
2025
Q1 | $1.68M | Buy |
19,926
+15,462
| +346% | +$1.3M | 0.01% | 622 |
|
|
2024
Q4 | $346K | Sell |
4,464
-4,896
| -52% | -$379K | ﹤0.01% | 978 |
|
|
2024
Q3 | $804K | Buy |
9,360
+3,086
| +49% | +$265K | 0.01% | 604 |
|
|
2024
Q2 | $492K | Buy |
6,274
+894
| +17% | +$70.1K | 0.01% | 657 |
|
|
2024
Q1 | $464K | Buy |
5,380
+329
| +7% | +$28.4K | 0.01% | 646 |
|
|
2023
Q4 | $397K | Sell |
5,051
-361
| -7% | -$28.4K | 0.01% | 642 |
|
|
2023
Q3 | $390K | Buy |
5,412
+1,267
| +31% | +$91.3K | 0.01% | 647 |
|
|
2023
Q2 | $314K | Sell |
4,145
-1,536
| -27% | -$116K | 0.01% | 662 |
|
|
2023
Q1 | $422K | Buy |
5,681
+2,342
| +70% | +$174K | 0.01% | 624 |
|
|
2022
Q4 | $280K | Sell |
3,339
-196
| -6% | -$16.4K | 0.01% | 654 |
|
|
2022
Q3 | $255K | Buy |
3,535
+494
| +16% | +$35.6K | 0.01% | 708 |
|
|
2022
Q2 | $203K | Sell |
3,041
-537
| -15% | -$35.8K | 0.01% | 731 |
|
|
2022
Q1 | $263K | Buy |
3,578
+596
| +20% | +$43.8K | 0.01% | 673 |
|
|
2021
Q4 | $216K | Sell |
2,982
-231
| -7% | -$16.7K | 0.01% | 678 |
|
|
2021
Q3 | $207K | Buy |
+3,213
| New | +$207K | 0.01% | 666 |
|