Jackson Grant Investment Advisers’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 | $317K | Hold |
3,995
| – | – | 0.12% | 84 |
|
|
2025
Q1 | $337K | Hold |
3,995
| – | – | 0.13% | 80 |
|
|
2024
Q4 | $309K | Hold |
3,995
| – | – | 0.12% | 82 |
|
|
2024
Q3 | $343K | Buy |
3,995
+924
| +30% | +$79.4K | 0.13% | 79 |
|
|
2024
Q2 | $241K | Hold |
3,071
| – | – | 0.1% | 95 |
|
|
2024
Q1 | $265K | Hold |
3,071
| – | – | 0.11% | 89 |
|
|
2023
Q4 | $242K | Hold |
3,071
| – | – | 0.11% | 89 |
|
|
2023
Q3 | $221K | Hold |
3,071
| – | – | 0.11% | 90 |
|
|
2023
Q2 | $233K | Hold |
3,071
| – | – | 0.11% | 90 |
|
|
2023
Q1 | $228K | Hold |
3,071
| – | – | 0.11% | 92 |
|
|
2022
Q4 | $258K | Hold |
3,071
| – | – | 0.12% | 83 |
|
|
2022
Q3 | $222K | Hold |
3,071
| – | – | 0.12% | 85 |
|
|
2022
Q2 | $205K | Hold |
3,071
| – | – | 0.1% | 96 |
|
|
2022
Q1 | $225K | Hold |
3,071
| – | – | 0.09% | 99 |
|
|
2021
Q4 | $222K | Hold |
3,071
| – | – | 0.11% | 85 |
|
|
2021
Q3 | $198K | Hold |
3,071
| – | – | 0.09% | 106 |
|
|
2021
Q2 | $194K | Hold |
3,071
| – | – | 0.09% | 108 |
|
|
2021
Q1 | $184K | Buy |
+3,071
| New | +$184K | 0.08% | 108 |
|