Mather Group’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 |
-1,803
| Closed | -$152K | – | 1405 |
|
|
2025
Q1 | $152K | Buy |
1,803
+178
| +11% | +$15K | ﹤0.01% | 664 |
|
|
2024
Q4 | $126K | Sell |
1,625
-697
| -30% | -$53.9K | ﹤0.01% | 690 |
|
|
2024
Q3 | $199K | Sell |
2,322
-26
| -1% | -$2.23K | ﹤0.01% | 574 |
|
|
2024
Q2 | $203K | Buy |
2,348
+231
| +11% | +$19.9K | ﹤0.01% | 609 |
|
|
2024
Q1 | $167K | Buy |
+2,117
| New | +$167K | ﹤0.01% | 572 |
|