Redwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,245
| Closed | -$1.57M | – | 367 |
|
|
2024
Q3 | $1.57M | Buy |
18,245
+713
| +4% | +$61.4K | 0.14% | 192 |
|
|
2024
Q2 | $1.28M | Buy |
+17,532
| New | +$1.28M | 0.11% | 221 |
|
|
2023
Q1 | – | Sell |
-17,396
| Closed | -$1.46M | – | 269 |
|
|
2022
Q4 | $1.46M | Sell |
17,396
-36
| -0.2% | -$3.02K | 0.19% | 211 |
|
|
2022
Q3 | $1.26M | Sell |
17,432
-943
| -5% | -$68.1K | 0.26% | 113 |
|
|
2022
Q2 | $1.23M | Sell |
18,375
-67
| -0.4% | -$4.47K | 0.21% | 127 |
|
|
2022
Q1 | $1.35M | Buy |
18,442
+73
| +0.4% | +$5.36K | 0.2% | 136 |
|
|
2021
Q4 | $1.33M | Buy |
+18,369
| New | +$1.33M | 0.17% | 205 |
|