Park Avenue Securities’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 | $568K | Sell |
7,146
-884
| -11% | -$70.3K | 0.01% | 1012 |
|
|
2025
Q1 | $678K | Sell |
8,030
-414
| -5% | -$35K | 0.01% | 747 |
|
|
2024
Q4 | $654K | Sell |
8,444
-9
| -0.1% | -$697 | 0.01% | 955 |
|
|
2024
Q3 | $726K | Sell |
8,453
-770
| -8% | -$66.1K | 0.01% | 813 |
|
|
2024
Q2 | $724K | Sell |
9,223
-913
| -9% | -$71.7K | 0.01% | 805 |
|
|
2024
Q1 | $875K | Sell |
10,136
-4,877
| -32% | -$421K | 0.01% | 724 |
|
|
2023
Q4 | $1.18M | Sell |
15,013
-16,175
| -52% | -$1.27M | 0.02% | 542 |
|
|
2023
Q3 | $2.25M | Sell |
31,188
-1,025
| -3% | -$73.9K | 0.03% | 303 |
|
|
2023
Q2 | $2.44M | Sell |
32,213
-2,943
| -8% | -$223K | 0.04% | 274 |
|
|
2023
Q1 | $2.61M | Buy |
35,156
+2,741
| +8% | +$204K | 0.04% | 244 |
|
|
2022
Q4 | $2.72M | Buy |
32,415
+6,450
| +25% | +$541K | 0.05% | 235 |
|
|
2022
Q3 | $1.87M | Buy |
25,965
+10,861
| +72% | +$783K | 0.04% | 282 |
|
|
2022
Q2 | $1.01M | Buy |
15,104
+1,096
| +8% | +$73.2K | 0.02% | 463 |
|
|
2022
Q1 | $1.03M | Buy |
+14,008
| New | +$1.03M | 0.02% | 471 |
|