Plato Investment Management’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 | $449K | Buy |
5,668
+3
| +0.1% | +$237 | 0.03% | 353 |
|
|
2025
Q1 | $483K | Sell |
5,665
-328
| -5% | -$28K | 0.04% | 331 |
|
|
2024
Q4 | $466K | Hold |
5,993
| – | – | 0.03% | 344 |
|
|
2024
Q3 | $514K | Hold |
5,993
| – | – | 0.04% | 314 |
|
|
2024
Q2 | $470K | Hold |
5,993
| – | – | 0.04% | 281 |
|
|
2024
Q1 | $517K | Buy |
5,993
+5,959
| +17,526% | +$514K | 0.05% | 266 |
|
|
2023
Q4 | $2.67K | Buy |
+34
| New | +$2.67K | ﹤0.01% | 399 |
|