Rakuten 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
Q1
$1.64M Buy
+19,738
New +$1.64M 0.01% 416
2024
Q3
$1.07M Buy
12,463
+3,014
+32% +$259K 0.01% 334
2024
Q2
$751K Buy
9,449
+3,386
+56% +$269K ﹤0.01% 328
2024
Q1
$523K Buy
6,063
+5,505
+987% +$475K ﹤0.01% 316
2023
Q4
$44.2K Buy
+558
New +$44.2K ﹤0.01% 316