Kapitalo Investimentos’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
Q1 | – | Sell |
-88
| Closed | -$6.81K | – | 264 |
|
|
2024
Q4 | $6.81K | Buy |
+88
| New | +$6.81K | ﹤0.01% | 266 |
|
|
2023
Q4 | – | Sell |
-123
| Closed | -$8.87K | – | 674 |
|
|
2023
Q3 | $8.87K | Buy |
+123
| New | +$8.87K | ﹤0.01% | 521 |
|
|
2023
Q2 | – | Sell |
-3,258
| Closed | -$242K | – | 647 |
|
|
2023
Q1 | $242K | Buy |
+3,258
| New | +$242K | 0.08% | 119 |
|