Raleigh Capital 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 | – | Sell |
-152
| Closed | -$11.8K | – | 906 |
|
|
2024
Q4 | $11.8K | Buy |
152
+22
| +17% | +$1.71K | ﹤0.01% | 580 |
|
|
2024
Q3 | $11.2K | Sell |
130
-44
| -25% | -$3.78K | ﹤0.01% | 569 |
|
|
2024
Q2 | $13.7K | Buy |
174
+39
| +29% | +$3.06K | 0.01% | 511 |
|
|
2024
Q1 | $11.7K | Buy |
135
+60
| +80% | +$5.18K | 0.01% | 531 |
|
|
2023
Q4 | $5.9K | Buy |
+75
| New | +$5.9K | ﹤0.01% | 708 |
|