Jefferies Financial Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,603
| Closed | -$220K | – | 1360 |
|
|
2025
Q1 | $220K | Buy |
+2,603
| New | +$220K | ﹤0.01% | 1112 |
|
|
2024
Q4 | – | Sell |
-30,693
| Closed | -$2.64M | – | 1402 |
|
|
2024
Q3 | $2.64M | Buy |
30,693
+14,623
| +91% | +$1.26M | 0.02% | 346 |
|
|
2024
Q2 | $1.26M | Buy |
+16,070
| New | +$1.26M | 0.01% | 495 |
|
|
2023
Q3 | – | Sell |
-13,238
| Closed | -$1M | – | 1355 |
|
|
2023
Q2 | $1M | Buy |
13,238
+7,743
| +141% | +$587K | 0.01% | 579 |
|
|
2023
Q1 | $408K | Sell |
5,495
-30,168
| -85% | -$2.24M | ﹤0.01% | 757 |
|
|
2022
Q4 | $2.99M | Buy |
+35,663
| New | +$2.99M | 0.02% | 276 |
|