Merit Financial 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 | $584K | Sell |
7,358
-1,869
| -20% | -$148K | 0.01% | 1029 |
|
|
2025
Q1 | $778K | Buy |
9,227
+2,137
| +30% | +$180K | 0.01% | 757 |
|
|
2024
Q4 | $549K | Buy |
7,090
+1,177
| +20% | +$91.1K | 0.01% | 700 |
|
|
2024
Q3 | $508K | Sell |
5,913
-726
| -11% | -$62.4K | 0.01% | 551 |
|
|
2024
Q2 | $521K | Sell |
6,639
-279
| -4% | -$21.9K | 0.01% | 567 |
|
|
2024
Q1 | $562K | Buy |
6,918
+570
| +9% | +$46.3K | 0.01% | 543 |
|
|
2023
Q4 | $499K | Sell |
6,348
-599
| -9% | -$47.1K | 0.02% | 498 |
|
|
2023
Q3 | $501K | Buy |
6,947
+153
| +2% | +$11K | 0.02% | 456 |
|
|
2023
Q2 | $515K | Buy |
6,794
+638
| +10% | +$48.4K | 0.02% | 463 |
|
|
2023
Q1 | $458K | Buy |
6,156
+375
| +6% | +$27.9K | 0.02% | 419 |
|
|
2022
Q4 | $485K | Buy |
+5,781
| New | +$485K | 0.02% | 426 |
|