Oak Thistle LLC’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
Q1 | – | Sell |
-8,026
| Closed | -$621K | – | 533 |
|
|
2024
Q4 | $621K | Buy |
+8,026
| New | +$621K | 0.18% | 205 |
|
|
2024
Q3 | – | Sell |
-5,792
| Closed | -$454K | – | 496 |
|
|
2024
Q2 | $454K | Buy |
+5,792
| New | +$454K | 0.34% | 127 |
|
|
2022
Q3 | – | Sell |
-3,163
| Closed | -$212K | – | 212 |
|
|
2022
Q2 | $212K | Buy |
+3,163
| New | +$212K | 0.41% | 148 |
|