Koshinski Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,544
| Closed | -$215K | – | 706 |
|
|
2025
Q1 | $215K | Buy |
+2,544
| New | +$215K | 0.02% | 586 |
|
|
2024
Q4 | – | Sell |
-2,880
| Closed | -$247K | – | 658 |
|
|
2024
Q3 | $247K | Sell |
2,880
-201
| -7% | -$17.3K | 0.02% | 534 |
|
|
2024
Q2 | $249K | Sell |
3,081
-181
| -6% | -$14.6K | 0.02% | 503 |
|
|
2024
Q1 | $282K | Sell |
3,262
-1,303
| -29% | -$112K | 0.03% | 448 |
|
|
2023
Q4 | $359K | Buy |
4,565
+1,262
| +38% | +$99.3K | 0.05% | 356 |
|
|
2023
Q3 | $238K | Buy |
3,303
+132
| +4% | +$9.51K | 0.03% | 478 |
|
|
2023
Q2 | $240K | Buy |
3,171
+167
| +6% | +$12.7K | 0.03% | 503 |
|
|
2023
Q1 | $223K | Sell |
3,004
-15
| -0.5% | -$1.12K | 0.02% | 509 |
|
|
2022
Q4 | $253K | Buy |
3,019
+222
| +8% | +$18.6K | 0.02% | 501 |
|
|
2022
Q3 | $202K | Buy |
+2,797
| New | +$202K | 0.02% | 498 |
|
|
2022
Q2 | – | Sell |
-2,767
| Closed | -$203K | – | 1565 |
|
|
2022
Q1 | $203K | Buy |
2,767
+1,106
| +67% | +$81.2K | 0.02% | 581 |
|
|
2021
Q4 | $120K | Buy |
1,661
+9
| +0.5% | +$651 | 0.01% | 786 |
|
|
2021
Q3 | $106K | Buy |
+1,652
| New | +$106K | 0.01% | 817 |
|