Laffer Tengler Investments’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,392
| Closed | -$109K | – | 303 |
|
|
2024
Q2 | $109K | Hold |
1,392
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $120K | Hold |
1,392
| – | – | 0.03% | 178 |
|
|
2023
Q4 | $110K | Hold |
1,392
| – | – | 0.03% | 179 |
|
|
2023
Q3 | $100K | Hold |
1,392
| – | – | 0.03% | 178 |
|
|
2023
Q2 | $106K | Hold |
1,392
| – | – | 0.03% | 250 |
|
|
2023
Q1 | $103K | Hold |
1,392
| – | – | 0.03% | 259 |
|
|
2022
Q4 | $117K | Hold |
1,392
| – | – | 0.03% | 243 |
|
|
2022
Q3 | $100K | Hold |
1,392
| – | – | 0.04% | 213 |
|
|
2022
Q2 | $93K | Hold |
1,392
| – | – | 0.03% | 220 |
|
|
2022
Q1 | $102K | Hold |
1,392
| – | – | 0.03% | 253 |
|
|
2021
Q4 | $101K | Hold |
1,392
| – | – | 0.03% | 255 |
|
|
2021
Q3 | $89.6K | Buy |
+1,392
| New | +$89.6K | 0.03% | 289 |
|
|
2021
Q2 | – | Sell |
-1,392
| Closed | -$83.5K | – | 378 |
|
|
2021
Q1 | $83.5K | Hold |
1,392
| – | – | 0.03% | 241 |
|
|
2020
Q4 | $67.9K | Hold |
1,392
| – | – | 0.03% | 241 |
|
|
2020
Q3 | $56.1K | Hold |
1,392
| – | – | 0.03% | 213 |
|
|
2020
Q2 | $57.8K | Buy |
+1,392
| New | +$57.8K | 0.03% | 194 |
|
|
2016
Q4 | – | Sell |
-25,691
| Closed | -$1.32M | – | 270 |
|
|
2016
Q3 | $1.32M | Hold |
25,691
| – | – | 0.37% | 100 |
|
|
2016
Q2 | $1.06M | Buy |
+25,691
| New | +$1.06M | 0.3% | 144 |
|