Pathstone Holdings’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 | $2.89M | Sell |
36,328
-6,429
| -15% | -$511K | 0.01% | 789 |
|
|
2025
Q1 | $3.61M | Buy |
42,757
+15,153
| +55% | +$1.28M | 0.02% | 677 |
|
|
2024
Q4 | $2.14M | Buy |
27,604
+95
| +0.3% | +$7.35K | 0.01% | 938 |
|
|
2024
Q3 | $2.36M | Sell |
27,509
-876
| -3% | -$75.2K | 0.01% | 879 |
|
|
2024
Q2 | $2.23M | Sell |
28,385
-1,530
| -5% | -$120K | 0.01% | 875 |
|
|
2024
Q1 | $2.58M | Buy |
29,915
+1,647
| +6% | +$142K | 0.01% | 790 |
|
|
2023
Q4 | $2.22M | Buy |
+28,268
| New | +$2.22M | 0.01% | 696 |
|