Mutual Advisors’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 | $270K | Buy |
3,335
+578
| +21% | +$46.9K | 0.01% | 1009 |
|
|
2025
Q1 | $203K | Sell |
2,757
-19
| -0.7% | -$1.4K | 0.01% | 1031 |
|
|
2024
Q4 | $225K | Sell |
2,776
-347
| -11% | -$28.2K | 0.01% | 983 |
|
|
2024
Q3 | $280K | Buy |
+3,123
| New | +$280K | 0.01% | 924 |
|
|
2024
Q2 | – | Sell |
-2,795
| Closed | -$241K | – | 1133 |
|
|
2024
Q1 | $241K | Buy |
+2,795
| New | +$241K | 0.01% | 962 |
|
|
2022
Q4 | – | Sell |
-3,739
| Closed | -$270K | – | 958 |
|
|
2022
Q3 | $270K | Buy |
+3,739
| New | +$270K | 0.01% | 743 |
|