NEOS Investment Management’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 | $1.36M | Buy |
17,114
+3,566
| +26% | +$283K | 0.02% | 439 |
|
|
2025
Q1 | $1.14M | Buy |
13,548
+2,504
| +23% | +$211K | 0.02% | 419 |
|
|
2024
Q4 | $855K | Buy |
11,044
+2,484
| +29% | +$192K | 0.02% | 432 |
|
|
2024
Q3 | $735K | Buy |
8,560
+1,624
| +23% | +$140K | 0.02% | 426 |
|
|
2024
Q2 | $544K | Buy |
6,936
+1,992
| +40% | +$156K | 0.02% | 434 |
|
|
2024
Q1 | $427K | Buy |
4,944
+1,829
| +59% | +$158K | 0.03% | 422 |
|
|
2023
Q4 | $245K | Buy |
+3,115
| New | +$245K | 0.02% | 451 |
|