Pinion 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 | $944K | Sell |
11,882
-11,160
| -48% | -$886K | 0.33% | 56 |
|
|
2025
Q1 | $1.94M | Buy |
23,042
+12,962
| +129% | +$1.09M | 0.43% | 39 |
|
|
2024
Q4 | $780K | Buy |
10,080
+297
| +3% | +$23K | 0.31% | 60 |
|
|
2024
Q3 | $840K | Buy |
9,783
+993
| +11% | +$85.3K | 0.35% | 56 |
|
|
2024
Q2 | $690K | Buy |
8,790
+569
| +7% | +$44.6K | 0.34% | 55 |
|
|
2024
Q1 | $710K | Buy |
8,221
+1,449
| +21% | +$125K | 0.37% | 51 |
|
|
2023
Q4 | $533K | Sell |
6,772
-2,421
| -26% | -$190K | 0.32% | 68 |
|
|
2023
Q3 | $663K | Buy |
9,193
+169
| +2% | +$12.2K | 0.43% | 51 |
|
|
2023
Q2 | $684K | Buy |
9,024
+878
| +11% | +$66.6K | 0.46% | 45 |
|
|
2023
Q1 | $605K | Buy |
8,146
+995
| +14% | +$73.9K | 0.57% | 49 |
|
|
2022
Q4 | $600K | Sell |
7,151
-313
| -4% | -$26.3K | 0.57% | 49 |
|
|
2022
Q3 | $539K | Buy |
7,464
+856
| +13% | +$61.8K | 0.47% | 62 |
|
|
2022
Q2 | $441K | Buy |
6,608
+2,818
| +74% | +$188K | 0.37% | 89 |
|
|
2022
Q1 | $278K | Buy |
+3,790
| New | +$278K | 0.19% | 140 |
|