Kinloch Capital’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 | $212K | Hold |
2,675
| – | – | 0.1% | 73 |
|
|
2025
Q1 | $226K | Hold |
2,675
| – | – | 0.11% | 72 |
|
|
2024
Q4 | $207K | Hold |
2,675
| – | – | 0.1% | 74 |
|
|
2024
Q3 | $230K | Sell |
2,675
-110
| -4% | -$9.45K | 0.11% | 77 |
|
|
2024
Q2 | $218K | Buy |
2,785
+155
| +6% | +$12.2K | 0.11% | 73 |
|
|
2024
Q1 | $227K | Sell |
2,630
-500
| -16% | -$43.2K | 0.12% | 70 |
|
|
2023
Q4 | $246K | Hold |
3,130
| – | – | 0.16% | 64 |
|
|
2023
Q3 | $226K | Hold |
3,130
| – | – | 0.14% | 68 |
|
|
2023
Q2 | $237K | Hold |
3,130
| – | – | 0.14% | 62 |
|
|
2023
Q1 | $233K | Hold |
3,130
| – | – | 0.14% | 62 |
|
|
2022
Q4 | $263K | Hold |
3,130
| – | – | 0.15% | 55 |
|
|
2022
Q3 | $226K | Hold |
3,130
| – | – | 0.15% | 63 |
|
|
2022
Q2 | $209K | Hold |
3,130
| – | – | 0.13% | 65 |
|
|
2022
Q1 | $230K | Hold |
3,130
| – | – | 0.14% | 65 |
|
|
2021
Q4 | $226K | Hold |
3,130
| – | – | 0.14% | 63 |
|
|
2021
Q3 | $202K | Sell |
3,130
-350
| -10% | -$22.6K | 0.14% | 61 |
|
|
2021
Q2 | $220K | Hold |
3,480
| – | – | 0.16% | 64 |
|
|
2021
Q1 | $209K | Sell |
3,480
-1,495
| -30% | -$89.8K | 0.16% | 60 |
|
|
2020
Q4 | $247K | Buy |
+4,975
| New | +$247K | 0.21% | 59 |
|