Oliver Lagore Vanvalin Investment Group’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 | $25K | Buy |
+296
| New | +$25K | 0.01% | 321 |
|
|
2024
Q4 | $22.9K | Hold |
296
| – | – | 0.01% | 342 |
|
|
2024
Q3 | $25.4K | Hold |
296
| – | – | 0.01% | 318 |
|
|
2024
Q2 | $23.2K | Sell |
296
-380
| -56% | -$29.8K | 0.01% | 321 |
|
|
2024
Q1 | $58.3K | Hold |
676
| – | – | 0.02% | 229 |
|
|
2023
Q4 | $53.2K | Hold |
676
| – | – | 0.02% | 210 |
|
|
2023
Q3 | $48.7K | Hold |
676
| – | – | 0.02% | 241 |
|
|
2023
Q2 | $51.3K | Hold |
676
| – | – | 0.02% | 248 |
|
|
2023
Q1 | $50.2K | Hold |
676
| – | – | 0.02% | 190 |
|
|
2022
Q4 | $56.7K | Hold |
676
| – | – | 0.03% | 169 |
|
|
2022
Q3 | $49K | Hold |
676
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $45K | Hold |
676
| – | – | 0.03% | 183 |
|
|
2022
Q1 | $50K | Buy |
+676
| New | +$50K | 0.03% | 175 |
|