North Star 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 | $22K | Hold |
277
| – | – | ﹤0.01% | 779 |
|
|
2025
Q1 | $23.4K | Hold |
277
| – | – | ﹤0.01% | 737 |
|
|
2024
Q4 | $21.4K | Hold |
277
| – | – | ﹤0.01% | 747 |
|
|
2024
Q3 | $23.8K | Hold |
277
| – | – | ﹤0.01% | 707 |
|
|
2024
Q2 | $21.7K | Hold |
277
| – | – | ﹤0.01% | 703 |
|
|
2024
Q1 | $23.9K | Hold |
277
| – | – | ﹤0.01% | 712 |
|
|
2023
Q4 | $21.8K | Buy |
277
+265
| +2,208% | +$20.8K | ﹤0.01% | 703 |
|
|
2023
Q3 | $865 | Hold |
12
| – | – | ﹤0.01% | 1148 |
|
|
2023
Q2 | $910 | Hold |
12
| – | – | ﹤0.01% | 1163 |
|
|
2023
Q1 | $892 | Hold |
12
| – | – | ﹤0.01% | 1180 |
|
|
2022
Q4 | $1.01K | Buy |
+12
| New | +$1.01K | ﹤0.01% | 1161 |
|