Leavell Investment Management’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 | $212K | Sell |
2,671
-22
| -0.8% | -$1.75K | 0.01% | 556 |
|
|
2025
Q1 | $227K | Hold |
2,693
| – | – | 0.01% | 510 |
|
|
2024
Q4 | $208K | Buy |
2,693
+138
| +5% | +$10.7K | 0.01% | 517 |
|
|
2024
Q3 | $219K | Hold |
2,555
| – | – | 0.01% | 508 |
|
|
2024
Q2 | $200K | Buy |
2,555
+99
| +4% | +$7.75K | 0.01% | 494 |
|
|
2024
Q1 | $212K | Buy |
+2,456
| New | +$212K | 0.01% | 465 |
|
|
2023
Q1 | – | Sell |
-2,730
| Closed | -$229K | – | 453 |
|
|
2022
Q4 | $229K | Buy |
+2,730
| New | +$229K | 0.02% | 413 |
|