Romano Brothers & Co’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 | $491K | Sell |
6,185
-300
| -5% | -$23.8K | 0.06% | 217 |
|
|
2025
Q1 | $547K | Hold |
6,485
| – | – | 0.07% | 207 |
|
|
2024
Q4 | $502K | Hold |
6,485
| – | – | 0.06% | 211 |
|
|
2024
Q3 | $557K | Hold |
6,485
| – | – | 0.07% | 205 |
|
|
2024
Q2 | $509K | Hold |
6,485
| – | – | 0.07% | 209 |
|
|
2024
Q1 | $560K | Buy |
6,485
+1,457
| +29% | +$126K | 0.08% | 197 |
|
|
2023
Q4 | $396K | Sell |
5,028
-250
| -5% | -$19.7K | 0.06% | 220 |
|
|
2023
Q3 | $380K | Hold |
5,278
| – | – | 0.06% | 226 |
|
|
2023
Q2 | $400K | Sell |
5,278
-175
| -3% | -$13.3K | 0.06% | 231 |
|
|
2023
Q1 | $405K | Sell |
5,453
-175
| -3% | -$13K | 0.06% | 229 |
|
|
2022
Q4 | $472K | Hold |
5,628
| – | – | 0.07% | 210 |
|
|
2022
Q3 | $406K | Buy |
+5,628
| New | +$406K | 0.07% | 216 |
|