Raymond James Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $264K | Sell |
3,070
-327
| -10% | -$28.1K | 0.01% | 1106 |
|
|
2024
Q2 | $266K | Buy |
3,397
+41
| +1% | +$3.22K | 0.01% | 1037 |
|
|
2024
Q1 | $290K | Sell |
3,356
-125
| -4% | -$10.8K | 0.01% | 996 |
|
|
2023
Q4 | $274K | Sell |
3,481
-154
| -4% | -$12.1K | 0.01% | 976 |
|
|
2023
Q3 | $262K | Buy |
3,635
+185
| +5% | +$13.3K | 0.01% | 943 |
|
|
2023
Q2 | $262K | Sell |
3,450
-61
| -2% | -$4.63K | 0.01% | 963 |
|
|
2023
Q1 | $261K | Buy |
3,511
+184
| +6% | +$13.7K | 0.01% | 930 |
|
|
2022
Q4 | $279K | Buy |
3,327
+417
| +14% | +$35K | 0.01% | 866 |
|
|
2022
Q3 | $210K | Buy |
+2,910
| New | +$210K | 0.01% | 965 |
|