Lee Financial’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
Q1 | – | Sell |
-507
| Closed | -$39.9K | – | 629 |
|
|
2023
Q4 | $39.9K | Buy |
507
+52
| +11% | +$4.09K | 0.01% | 253 |
|
|
2023
Q3 | $32.8K | Hold |
455
| – | – | 0.01% | 258 |
|
|
2023
Q2 | $34.5K | Sell |
455
-25
| -5% | -$1.9K | 0.01% | 248 |
|
|
2023
Q1 | $35.7K | Sell |
480
-43
| -8% | -$3.2K | 0.01% | 254 |
|
|
2022
Q4 | $43.9K | Sell |
523
-129
| -20% | -$10.8K | 0.01% | 264 |
|
|
2022
Q3 | $47K | Sell |
652
-253
| -28% | -$18.2K | 0.01% | 252 |
|
|
2022
Q2 | $60K | Buy |
+905
| New | +$60K | 0.01% | 231 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$2K | – | 910 |
|
|
2021
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 770 |
|