LAM
LECAP 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 | $1.1M | Sell |
13,795
-2,784
| -17% | -$221K | 0.39% | 94 |
|
|
2025
Q1 | $1.4M | Sell |
16,579
-5,890
| -26% | -$497K | 0.33% | 138 |
|
|
2024
Q4 | $1.74M | Buy |
22,469
+12,933
| +136% | +$1M | 0.47% | 85 |
|
|
2024
Q3 | $819K | Sell |
9,536
-13,415
| -58% | -$1.15M | 0.18% | 208 |
|
|
2024
Q2 | $1.8M | Sell |
22,951
-12,539
| -35% | -$984K | 0.39% | 93 |
|
|
2024
Q1 | $3.06M | Buy |
35,490
+20,158
| +131% | +$1.74M | 0.64% | 44 |
|
|
2023
Q4 | $1.21M | Buy |
+15,332
| New | +$1.21M | 0.44% | 79 |
|