Lincoln National Corp’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
Q2 | – | Sell |
-2,703
| Closed | -$233K | – | 823 |
|
2024
Q1 | $233K | Sell |
2,703
-100
| -4% | -$8.63K | ﹤0.01% | 1080 |
|
2023
Q4 | $221K | Sell |
2,803
-199
| -7% | -$15.7K | ﹤0.01% | 1011 |
|
2023
Q3 | $216K | Sell |
3,002
-104
| -3% | -$7.5K | ﹤0.01% | 934 |
|
2023
Q2 | $236K | Sell |
3,106
-695
| -18% | -$52.7K | ﹤0.01% | 891 |
|
2023
Q1 | $283K | Sell |
3,801
-662
| -15% | -$49.2K | 0.01% | 791 |
|
2022
Q4 | $375K | Buy |
+4,463
| New | +$375K | 0.01% | 620 |
|