&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
$592K Buy
7,452
+930
+14% +$73.9K ﹤0.01% 1265
2025
Q1
$542K Sell
6,522
-216
-3% -$17.9K 0.01% 1102
2024
Q4
$523K Buy
6,738
+2,567
+62% +$199K 0.01% 1057
2024
Q3
$359K Buy
+4,171
New +$359K 0.01% 1014