Jones Financial Companies’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 | $1.41M | Buy |
17,861
+3,282
| +23% | +$260K | ﹤0.01% | 869 |
|
|
2025
Q1 | $1.21M | Buy |
14,579
+3,418
| +31% | +$284K | ﹤0.01% | 793 |
|
|
2024
Q4 | $864K | Buy |
11,161
+6,731
| +152% | +$521K | ﹤0.01% | 793 |
|
|
2024
Q3 | $381K | Buy |
4,430
+2,576
| +139% | +$222K | ﹤0.01% | 921 |
|
|
2024
Q2 | $145K | Buy |
1,854
+1,392
| +301% | +$109K | ﹤0.01% | 922 |
|
|
2024
Q1 | $39.9K | Buy |
462
+338
| +273% | +$29.2K | ﹤0.01% | 771 |
|
|
2023
Q4 | $9.76K | Hold |
124
| – | – | ﹤0.01% | 684 |
|
|
2023
Q3 | $8.94K | Hold |
124
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $9.4K | Sell |
124
-1
| -0.8% | -$76 | ﹤0.01% | 472 |
|
|
2023
Q1 | $9.29K | Buy |
+125
| New | +$9.29K | ﹤0.01% | 478 |
|
|
2022
Q3 | – | Sell |
-279
| Closed | -$19K | – | 685 |
|
|
2022
Q2 | $19K | Buy |
+279
| New | +$19K | ﹤0.01% | 412 |
|
|
2021
Q4 | – | Sell |
-1,385
| Closed | -$89K | – | 772 |
|
|
2021
Q3 | $89K | Buy |
+1,385
| New | +$89K | ﹤0.01% | 280 |
|