Prossimo 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 | – | Sell |
-2,670
| Closed | -$225K | – | 140 |
|
|
2025
Q1 | $225K | Sell |
2,670
-22
| -0.8% | -$1.85K | 0.17% | 123 |
|
|
2024
Q4 | $208K | Sell |
2,692
-132
| -5% | -$10.2K | 0.15% | 132 |
|
|
2024
Q3 | $243K | Buy |
2,824
+21
| +0.7% | +$1.81K | 0.18% | 129 |
|
|
2024
Q2 | $220K | Buy |
2,803
+20
| +0.7% | +$1.57K | 0.2% | 123 |
|
|
2024
Q1 | $240K | Buy |
2,783
+195
| +8% | +$16.8K | 0.46% | 57 |
|
|
2023
Q4 | $204K | Sell |
2,588
-651
| -20% | -$51.3K | 0.43% | 59 |
|
|
2023
Q3 | $233K | Sell |
3,239
-20
| -0.6% | -$1.44K | 0.55% | 51 |
|
|
2023
Q2 | $247K | Sell |
3,259
-280
| -8% | -$21.2K | 0.24% | 107 |
|
|
2023
Q1 | $263K | Sell |
3,539
-361
| -9% | -$26.8K | 0.64% | 48 |
|
|
2022
Q4 | $327K | Buy |
+3,900
| New | +$327K | 0.76% | 45 |
|