Johnson Midwest Financial’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $684K | Hold |
9,488
| – | – | 1.53% | 10 |
|
|
2023
Q2 | $720K | Buy |
9,488
+5,559
| +141% | +$422K | 0.64% | 14 |
|
|
2023
Q1 | $292K | Buy |
3,929
+6
| +0.2% | +$446 | 0.42% | 21 |
|
|
2022
Q4 | $329K | Sell |
3,923
-104
| -3% | -$8.72K | 1.2% | 14 |
|
|
2022
Q3 | $291 | Buy |
4,027
+7
| +0.2% | +$1 | 1.11% | 15 |
|
|
2022
Q2 | $269K | Sell |
4,020
-152
| -4% | -$10.2K | 0.36% | 25 |
|
|
2022
Q1 | $306K | Buy |
4,172
+8
| +0.2% | +$587 | 0.43% | 20 |
|
|
2021
Q4 | $301K | Buy |
4,164
+8
| +0.2% | +$578 | 0.23% | 27 |
|
|
2021
Q3 | $268K | Buy |
4,156
+8
| +0.2% | +$516 | 0.22% | 32 |
|
|
2021
Q2 | $262K | Buy |
4,148
+9
| +0.2% | +$568 | 0.26% | 29 |
|
|
2021
Q1 | $248K | Sell |
4,139
-713
| -15% | -$42.7K | 0.26% | 29 |
|
|
2020
Q4 | $241K | Buy |
+4,852
| New | +$241K | 0.23% | 29 |
|