Salem Investment Counselors’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 |
-27
| Closed | -$2.28K | – | 1236 |
|
|
2025
Q1 | $2.28K | Buy |
+27
| New | +$2.28K | ﹤0.01% | 1018 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$79 | – | 1220 |
|
|
2024
Q2 | $79 | Sell |
1
-222
| -100% | -$17.5K | ﹤0.01% | 1149 |
|
|
2024
Q1 | $19.2K | Hold |
223
| – | – | ﹤0.01% | 718 |
|
|
2023
Q4 | $17.5K | Buy |
+223
| New | +$17.5K | ﹤0.01% | 717 |
|
|
2017
Q3 | – | Sell |
-13
| Closed | -$1K | – | 641 |
|
|
2017
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 633 |
|