Longfellow Investment Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $257K | Buy |
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|
2024
Q2 | $234K | Buy |
|
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|
2024
Q1 | $255K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $165K | Hold |
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|
2022
Q2 | $153K | Hold |
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|
2022
Q1 | $169K | Hold |
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|
2021
Q4 | $166K | Hold |
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|
2021
Q3 | $148K | Hold |
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|
2021
Q2 | $145K | Sell |
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|
2021
Q1 | $213K | Hold |
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|
2020
Q4 | $176K | Buy |
|