Larson Financial Group’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 | $120K | Buy |
1,514
+832
| +122% | +$66.1K | ﹤0.01% | 791 |
|
2025
Q1 | $57.5K | Buy |
682
+104
| +18% | +$8.77K | ﹤0.01% | 969 |
|
2024
Q4 | $44.8K | Sell |
578
-97
| -14% | -$7.51K | ﹤0.01% | 931 |
|
2024
Q3 | $58K | Buy |
675
+385
| +133% | +$33.1K | ﹤0.01% | 854 |
|
2024
Q2 | $22.8K | Buy |
290
+276
| +1,971% | +$21.7K | ﹤0.01% | 1014 |
|
2024
Q1 | $1.17K | Buy |
14
+1
| +8% | +$83 | ﹤0.01% | 1426 |
|
2023
Q4 | $1.06K | Sell |
13
-4
| -24% | -$325 | ﹤0.01% | 1458 |
|
2023
Q3 | $1.25K | Buy |
17
+5
| +42% | +$367 | ﹤0.01% | 1453 |
|
2023
Q2 | $926 | Hold |
12
| – | – | ﹤0.01% | 1371 |
|
2023
Q1 | $900 | Hold |
12
| – | – | ﹤0.01% | 1358 |
|
2022
Q4 | $1.01K | Buy |
+12
| New | +$1.01K | ﹤0.01% | 1293 |
|