LBP AM’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 |
-63,930
| Closed | -$5.02M | – | 400 |
|
|
2024
Q2 | $5.02M | Buy |
63,930
+1,163
| +2% | +$91.2K | 0.21% | 106 |
|
|
2024
Q1 | $5.42M | Buy |
62,767
+43,383
| +224% | +$3.74M | 0.22% | 110 |
|
|
2023
Q4 | $1.52M | Sell |
19,384
-23,371
| -55% | -$1.84M | 0.03% | 288 |
|
|
2023
Q3 | $3.08M | Buy |
42,755
+11,607
| +37% | +$837K | 0.07% | 238 |
|
|
2023
Q2 | $2.36M | Buy |
31,148
+2,395
| +8% | +$182K | 0.06% | 235 |
|
|
2023
Q1 | $2.14M | Sell |
28,753
-1,235
| -4% | -$91.8K | 0.05% | 271 |
|
|
2022
Q4 | $2.52M | Buy |
+29,988
| New | +$2.52M | 0.07% | 248 |
|