Kinloch Capital’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
|
|||||
|
2025
Q1 | $226K | Hold |
|
|||||
|
2024
Q4 | $207K | Hold |
|
|||||
|
2024
Q3 | $230K | Sell |
|
|||||
|
2024
Q2 | $218K | Buy |
|
|||||
|
2024
Q1 | $227K | Sell |
|
|||||
|
2023
Q4 | $246K | Hold |
|
|||||
|
2023
Q3 | $226K | Hold |
|
|||||
|
2023
Q2 | $237K | Hold |
|
|||||
|
2023
Q1 | $233K | Hold |
|
|||||
|
2022
Q4 | $263K | Hold |
|
|||||
|
2022
Q3 | $226K | Hold |
|
|||||
|
2022
Q2 | $209K | Hold |
|
|||||
|
2022
Q1 | $230K | Hold |
|
|||||
|
2021
Q4 | $226K | Hold |
|
|||||
|
2021
Q3 | $202K | Sell |
|
|||||
|
2021
Q2 | $220K | Hold |
|
|||||
|
2021
Q1 | $209K | Sell |
|
|||||
|
2020
Q4 | $247K | Buy |
|