Lion Street Advisors’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 | $536K | Sell |
6,749
-1,309
| -16% | -$104K | 0.16% | 134 |
|
|
2025
Q1 | $680K | Sell |
8,058
-306
| -4% | -$25.8K | 0.22% | 104 |
|
|
2024
Q4 | $647K | Buy |
8,364
+1
| +0% | +$77 | 0.21% | 105 |
|
|
2024
Q3 | $718K | Sell |
8,363
-24
| -0.3% | -$2.06K | 0.25% | 87 |
|
|
2024
Q2 | $658K | Sell |
8,387
-23
| -0.3% | -$1.8K | 0.24% | 90 |
|
|
2024
Q1 | $662K | Hold |
8,410
| – | – | 0.27% | 86 |
|
|
2023
Q4 | $662K | Sell |
8,410
-12
| -0.1% | -$944 | 0.27% | 85 |
|
|
2023
Q3 | $607K | Buy |
8,422
+56
| +0.7% | +$4.04K | 0.2% | 105 |
|
|
2023
Q2 | $561K | Sell |
8,366
-23
| -0.3% | -$1.54K | 0.19% | 103 |
|
|
2023
Q1 | $623K | Buy |
+8,389
| New | +$623K | 0.19% | 97 |
|