Key Financial Inc’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 | $20.1K | Hold |
253
| – | – | ﹤0.01% | 695 |
|
|
2025
Q1 | $21.3K | Hold |
253
| – | – | ﹤0.01% | 654 |
|
|
2024
Q4 | $19.6K | Buy |
253
+34
| +16% | +$2.63K | ﹤0.01% | 661 |
|
|
2024
Q3 | $18.8K | Hold |
219
| – | – | ﹤0.01% | 664 |
|
|
2024
Q2 | $17.2K | Hold |
219
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $18.9K | Hold |
219
| – | – | ﹤0.01% | 622 |
|
|
2023
Q4 | $17.2K | Hold |
219
| – | – | ﹤0.01% | 620 |
|
|
2023
Q3 | $15.8K | Hold |
219
| – | – | 0.01% | 618 |
|
|
2023
Q2 | $16.6K | Hold |
219
| – | – | 0.01% | 612 |
|
|
2023
Q1 | $16.3K | Hold |
219
| – | – | 0.01% | 584 |
|
|
2022
Q4 | $15.8K | Hold |
219
| – | – | 0.01% | 537 |
|
|
2022
Q3 | $16K | Hold |
219
| – | – | 0.01% | 541 |
|
|
2022
Q2 | $15K | Hold |
219
| – | – | 0.01% | 554 |
|
|
2022
Q1 | $16K | Buy |
219
+106
| +94% | +$7.74K | 0.01% | 538 |
|
|
2021
Q4 | $8K | Buy |
+113
| New | +$8K | ﹤0.01% | 630 |
|