Rothschild Investment LLC’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 | $245K | Buy |
3,084
+14
| +0.5% | +$1.11K | 0.02% | 459 |
|
|
2025
Q1 | $259K | Sell |
3,070
-19
| -0.6% | -$1.6K | 0.02% | 447 |
|
|
2024
Q4 | $239K | Buy |
3,089
+6
| +0.2% | +$464 | 0.02% | 464 |
|
|
2024
Q3 | $265K | Sell |
3,083
-109
| -3% | -$9.36K | 0.02% | 449 |
|
|
2024
Q2 | $250K | Sell |
3,192
-132
| -4% | -$10.4K | 0.02% | 450 |
|
|
2024
Q1 | $287K | Buy |
3,324
+60
| +2% | +$5.18K | 0.02% | 410 |
|
|
2023
Q4 | $257K | Buy |
+3,264
| New | +$257K | 0.02% | 375 |
|
|
2023
Q1 | – | Sell |
-2,580
| Closed | -$217K | – | 495 |
|
|
2022
Q4 | $217K | Buy |
+2,580
| New | +$217K | 0.02% | 427 |
|