InceptionR’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 | $2.3M | Buy |
+28,937
| New | +$2.3M | 0.53% | 7 |
|
|
2025
Q1 | – | Sell |
-17,116
| Closed | -$1.32M | – | 768 |
|
|
2024
Q4 | $1.32M | Buy |
+17,116
| New | +$1.32M | 0.3% | 96 |
|
|
2024
Q3 | – | Sell |
-19,276
| Closed | -$1.51M | – | 815 |
|
|
2024
Q2 | $1.51M | Buy |
+19,276
| New | +$1.51M | 0.43% | 26 |
|
|
2023
Q3 | – | Sell |
-3,791
| Closed | -$288K | – | 533 |
|
|
2023
Q2 | $288K | Buy |
+3,791
| New | +$288K | 0.15% | 287 |
|