ORG 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 | $44.2K | Buy |
547
+39
| +8% | +$3.15K | 0.01% | 571 |
|
|
2025
Q1 | $43.3K | Sell |
508
-284
| -36% | -$24.2K | 0.01% | 520 |
|
|
2024
Q4 | $61.4K | Buy |
792
+2
| +0.3% | +$155 | 0.01% | 513 |
|
|
2024
Q3 | $67.9K | Buy |
790
+3
| +0.4% | +$258 | 0.01% | 456 |
|
|
2024
Q2 | $61.5K | Buy |
787
+606
| +335% | +$47.4K | 0.01% | 742 |
|
|
2024
Q1 | $15.6K | Sell |
181
-603
| -77% | -$52.1K | 0.03% | 248 |
|
|
2023
Q4 | $61.7K | Buy |
784
+3
| +0.4% | +$236 | 0.01% | 482 |
|
|
2023
Q3 | $56.3K | Hold |
781
| – | – | 0.02% | 503 |
|
|
2023
Q2 | $59.8K | Buy |
+781
| New | +$59.8K | 0.01% | 618 |
|