Machina 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
Q2 | – | Sell |
-9,048
| Closed | -$763K | – | 378 |
|
|
2025
Q1 | $763K | Buy |
+9,048
| New | +$763K | 0.23% | 150 |
|
|
2023
Q4 | – | Sell |
-7,128
| Closed | -$514K | – | 332 |
|
|
2023
Q3 | $514K | Buy |
+7,128
| New | +$514K | 0.29% | 135 |
|
|
2020
Q1 | – | Sell |
-8,799
| Closed | -$484K | – | 219 |
|
|
2019
Q4 | $484K | Sell |
8,799
-2,151
| -20% | -$118K | 0.19% | 189 |
|
|
2019
Q3 | $626K | Buy |
10,950
+8,415
| +332% | +$481K | 0.29% | 136 |
|
|
2019
Q2 | $147K | Sell |
2,535
-4,544
| -64% | -$263K | 0.06% | 316 |
|
|
2019
Q1 | $355K | Buy |
+7,079
| New | +$355K | 0.14% | 193 |
|