Prospera Financial Services’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
Q4 | – | Sell |
-6,333
| Closed | -$456K | – | 1098 |
|
|
2023
Q3 | $456K | Buy |
+6,333
| New | +$456K | 0.02% | 646 |
|
|
2022
Q2 | – | Sell |
-38
| Closed | -$3K | – | 2321 |
|
|
2022
Q1 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 2406 |
|
|
2020
Q4 | – | Sell |
-688
| Closed | -$28K | – | 1308 |
|
|
2020
Q3 | $28K | Buy |
+688
| New | +$28K | 0.01% | 801 |
|