Lindbrook Capital’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
Q1 | $167K | Buy |
1,979
+1,683
| +569% | +$142K | 0.02% | 471 |
|
|
2024
Q4 | $22.9K | Buy |
296
+73
| +33% | +$5.65K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $19.2K | Sell |
223
-98
| -31% | -$8.42K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $25.2K | Buy |
321
+173
| +117% | +$13.6K | ﹤0.01% | 1114 |
|
|
2024
Q1 | $12.8K | Hold |
148
| – | – | ﹤0.01% | 1434 |
|
|
2023
Q4 | $11.6K | Hold |
148
| – | – | ﹤0.01% | 1470 |
|
|
2023
Q3 | $10.7K | Sell |
148
-11
| -7% | -$793 | ﹤0.01% | 1379 |
|
|
2023
Q2 | $12.1K | Hold |
159
| – | – | ﹤0.01% | 1355 |
|
|
2023
Q1 | $11.8K | Sell |
159
-78
| -33% | -$5.8K | ﹤0.01% | 1350 |
|
|
2022
Q4 | $19.9K | Buy |
237
+25
| +12% | +$2.1K | ﹤0.01% | 1064 |
|
|
2022
Q3 | $15K | Buy |
212
+11
| +5% | +$778 | ﹤0.01% | 1138 |
|
|
2022
Q2 | $13K | Hold |
201
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q1 | $15K | Hold |
201
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q4 | $15K | Hold |
201
| – | – | ﹤0.01% | 1133 |
|
|
2021
Q3 | $13K | Hold |
201
| – | – | ﹤0.01% | 903 |
|
|
2021
Q2 | $13K | Hold |
201
| – | – | ﹤0.01% | 948 |
|
|
2021
Q1 | $12K | Buy |
201
+9
| +5% | +$537 | ﹤0.01% | 948 |
|
|
2020
Q4 | $10K | Hold |
192
| – | – | ﹤0.01% | 915 |
|
|
2020
Q3 | $8K | Hold |
192
| – | – | ﹤0.01% | 924 |
|
|
2020
Q2 | $8K | Sell |
192
-300
| -61% | -$12.5K | ﹤0.01% | 918 |
|
|
2020
Q1 | $15K | Sell |
492
-423
| -46% | -$12.9K | 0.01% | 640 |
|
|
2019
Q4 | $50K | Hold |
915
| – | – | 0.02% | 446 |
|
|
2019
Q3 | $52K | Sell |
915
-43
| -4% | -$2.44K | 0.02% | 407 |
|
|
2019
Q2 | $55K | Hold |
958
| – | – | 0.02% | 389 |
|
|
2019
Q1 | $48K | Hold |
958
| – | – | 0.02% | 423 |
|
|
2018
Q4 | $42K | Buy |
+958
| New | +$42K | 0.02% | 398 |
|