iSAM Funds (UK)’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 |
-22,403
| Closed | -$1.89M | – | 569 |
|
|
2025
Q1 | $1.89M | Buy |
+22,403
| New | +$1.89M | 0.93% | 15 |
|
|
2024
Q3 | – | Sell |
-17,243
| Closed | -$1.35M | – | 377 |
|
|
2024
Q2 | $1.35M | Buy |
+17,243
| New | +$1.35M | 1.01% | 20 |
|
|
2023
Q4 | – | Sell |
-20,532
| Closed | -$1.48M | – | 318 |
|
|
2023
Q3 | $1.48M | Buy |
+20,532
| New | +$1.48M | 0.94% | 30 |
|
|
2023
Q2 | – | Sell |
-6,325
| Closed | -$470K | – | 256 |
|
|
2023
Q1 | $470K | Buy |
+6,325
| New | +$470K | 0.6% | 69 |
|