Pin Oak Investment Advisors’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 | $6K | Hold |
78
| – | – | 0.01% | 365 |
|
|
2025
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 363 |
|
|
2024
Q4 | $7K | Hold |
78
| – | – | 0.01% | 366 |
|
|
2024
Q3 | $6K | Hold |
78
| – | – | 0.01% | 381 |
|
|
2024
Q2 | $6K | Hold |
78
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $7K | Hold |
78
| – | – | 0.01% | 357 |
|
|
2023
Q4 | $6K | Hold |
78
| – | – | 0.01% | 374 |
|
|
2023
Q3 | $6K | Hold |
78
| – | – | 0.01% | 361 |
|
|
2023
Q2 | $6K | Hold |
78
| – | – | 0.01% | 364 |
|
|
2023
Q1 | $6K | Hold |
78
| – | – | 0.01% | 344 |
|
|
2022
Q4 | $7K | Hold |
78
| – | – | 0.01% | 327 |
|
|
2022
Q3 | $6K | Hold |
78
| – | – | 0.01% | 313 |
|
|
2022
Q2 | $5K | Hold |
78
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $6K | Hold |
78
| – | – | 0.01% | 355 |
|
|
2021
Q4 | $6K | Hold |
78
| – | – | 0.01% | 354 |
|
|
2021
Q3 | $5K | Buy |
+78
| New | +$5K | 0.01% | 342 |
|