Longfellow Investment Management’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 | – | Sell |
-2,818
| Closed | -$218K | – | 303 |
|
|
2024
Q4 | $218K | Sell |
2,818
-179
| -6% | -$13.9K | 0.06% | 138 |
|
|
2024
Q3 | $257K | Buy |
2,997
+17
| +0.6% | +$1.46K | 0.06% | 140 |
|
|
2024
Q2 | $234K | Buy |
2,980
+20
| +0.7% | +$1.57K | 0.06% | 135 |
|
|
2024
Q1 | $255K | Buy |
+2,960
| New | +$255K | 0.06% | 135 |
|
|
2022
Q4 | – | Sell |
-2,289
| Closed | -$165K | – | 314 |
|
|
2022
Q3 | $165K | Hold |
2,289
| – | – | 0.03% | 184 |
|
|
2022
Q2 | $153K | Hold |
2,289
| – | – | 0.03% | 202 |
|
|
2022
Q1 | $169K | Hold |
2,289
| – | – | 0.03% | 224 |
|
|
2021
Q4 | $166K | Hold |
2,289
| – | – | 0.03% | 223 |
|
|
2021
Q3 | $148K | Hold |
2,289
| – | – | 0.02% | 245 |
|
|
2021
Q2 | $145K | Sell |
2,289
-1,253
| -35% | -$79.4K | 0.02% | 258 |
|
|
2021
Q1 | $213K | Hold |
3,542
| – | – | 0.03% | 312 |
|
|
2020
Q4 | $176K | Buy |
+3,542
| New | +$176K | 0.02% | 277 |
|