S&CO Inc’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 | – | Sell |
-2,500
| Closed | -$210K | – | 227 |
|
|
2025
Q1 | $210K | Buy |
+2,500
| New | +$210K | 0.01% | 210 |
|
|
2024
Q4 | – | Sell |
-2,500
| Closed | -$214K | – | 219 |
|
|
2024
Q3 | $214K | Buy |
+2,500
| New | +$214K | 0.01% | 209 |
|
|
2024
Q2 | – | Sell |
-2,500
| Closed | -$215K | – | 223 |
|
|
2024
Q1 | $215K | Buy |
+2,500
| New | +$215K | 0.02% | 203 |
|
|
2023
Q1 | – | Sell |
-2,500
| Closed | -$209K | – | 183 |
|
|
2022
Q4 | $209K | Buy |
+2,500
| New | +$209K | 0.02% | 173 |
|