NBC Securities’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 | $15K | Hold |
190
| – | – | ﹤0.01% | 1830 |
|
|
2025
Q1 | $16K | Buy |
+190
| New | +$16K | ﹤0.01% | 1584 |
|
|
2024
Q4 | – | Sell |
-190
| Closed | -$16K | – | 1844 |
|
|
2024
Q3 | $16K | Hold |
190
| – | – | ﹤0.01% | 1586 |
|
|
2024
Q2 | $14K | Hold |
190
| – | – | ﹤0.01% | 1572 |
|
|
2024
Q1 | $16K | Hold |
190
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q4 | $14K | Hold |
190
| – | – | ﹤0.01% | 1598 |
|
|
2023
Q3 | $13K | Buy |
+190
| New | +$13K | ﹤0.01% | 1627 |
|