Jump 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,300
| Closed | -$278K | – | 2056 |
|
|
2025
Q1 | $278K | Sell |
3,300
-6,372
| -66% | -$538K | ﹤0.01% | 1308 |
|
|
2024
Q4 | $749K | Sell |
9,672
-24,832
| -72% | -$1.92M | 0.02% | 884 |
|
|
2024
Q3 | $2.96M | Buy |
34,504
+9,272
| +37% | +$796K | 0.06% | 374 |
|
|
2024
Q2 | $1.98M | Buy |
25,232
+2,309
| +10% | +$181K | 0.04% | 559 |
|
|
2024
Q1 | $1.98M | Buy |
22,923
+3,763
| +20% | +$325K | 0.05% | 449 |
|
|
2023
Q4 | $1.51M | Buy |
+19,160
| New | +$1.51M | 0.05% | 506 |
|
|
2022
Q4 | – | Sell |
-27,709
| Closed | -$2M | – | 1928 |
|
|
2022
Q3 | $2M | Buy |
27,709
+24,376
| +731% | +$1.76M | 0.08% | 384 |
|
|
2022
Q2 | $222K | Buy |
+3,333
| New | +$222K | 0.01% | 1230 |
|