Nilsine Partners’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 | $356K | Sell |
4,479
-115
| -3% | -$9.14K | 0.04% | 297 |
|
|
2025
Q1 | $388K | Sell |
4,594
-149
| -3% | -$12.6K | 0.04% | 264 |
|
|
2024
Q4 | $367K | Buy |
4,743
+536
| +13% | +$41.5K | 0.04% | 289 |
|
|
2024
Q3 | $361K | Buy |
4,207
+233
| +6% | +$20K | 0.05% | 261 |
|
|
2024
Q2 | $312K | Buy |
3,974
+264
| +7% | +$20.7K | 0.04% | 270 |
|
|
2024
Q1 | $320K | Buy |
3,710
+423
| +13% | +$36.5K | 0.04% | 270 |
|
|
2023
Q4 | $259K | Buy |
3,287
+307
| +10% | +$24.2K | 0.04% | 284 |
|
|
2023
Q3 | $215K | Buy |
2,980
+9
| +0.3% | +$649 | 0.03% | 322 |
|
|
2023
Q2 | $225K | Buy |
2,971
+22
| +0.7% | +$1.67K | 0.03% | 321 |
|
|
2023
Q1 | $219K | Buy |
+2,949
| New | +$219K | 0.03% | 322 |
|