NorthRock 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 | $402K | Buy |
5,067
+429
| +9% | +$34.1K | 0.01% | 450 |
|
|
2025
Q1 | $391K | Buy |
4,638
+293
| +7% | +$24.7K | 0.01% | 409 |
|
|
2024
Q4 | $336K | Sell |
4,345
-106
| -2% | -$8.21K | 0.01% | 442 |
|
|
2024
Q3 | $382K | Sell |
4,451
-561
| -11% | -$48.2K | 0.01% | 425 |
|
|
2024
Q2 | $393K | Buy |
5,012
+724
| +17% | +$56.8K | 0.01% | 398 |
|
|
2024
Q1 | $370K | Sell |
4,288
-25
| -0.6% | -$2.16K | 0.01% | 429 |
|
|
2023
Q4 | $339K | Buy |
+4,313
| New | +$339K | 0.01% | 427 |
|