LRI Investments’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 | $2.07K | Hold |
26
| – | – | ﹤0.01% | 1166 |
|
|
2025
Q1 | $2.19K | Hold |
26
| – | – | ﹤0.01% | 1097 |
|
|
2024
Q4 | $2.01K | Hold |
26
| – | – | ﹤0.01% | 1075 |
|
|
2024
Q3 | $2.25K | Hold |
26
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q2 | $2.04K | Hold |
26
| – | – | ﹤0.01% | 1054 |
|
|
2024
Q1 | $2.24K | Buy |
+26
| New | +$2.24K | ﹤0.01% | 732 |
|