Pathstone Family Office’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $853K | Buy |
11,830
+8,622
| +269% | +$621K | 0.01% | 793 |
|
|
2023
Q2 | $243K | Sell |
3,208
-332
| -9% | -$25.2K | ﹤0.01% | 1059 |
|
|
2023
Q1 | $272K | Sell |
3,540
-18,782
| -84% | -$1.44M | ﹤0.01% | 956 |
|
|
2022
Q4 | $1.24M | Buy |
22,322
+8,082
| +57% | +$447K | 0.01% | 694 |
|
|
2022
Q3 | $1.03M | Buy |
14,240
+10,790
| +313% | +$778K | 0.01% | 719 |
|
|
2022
Q2 | $230K | Buy |
+3,450
| New | +$230K | 0.01% | 896 |
|
|
2021
Q1 | – | Sell |
-91
| Closed | -$5K | – | 1142 |
|
|
2020
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 941 |
|