Shepherd Financial Partners’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 | $239K | Sell |
3,003
-6
| -0.2% | -$477 | 0.03% | 222 |
|
|
2025
Q1 | $254K | Buy |
3,009
+3
| +0.1% | +$253 | 0.03% | 210 |
|
|
2024
Q4 | $233K | Buy |
3,006
+3
| +0.1% | +$232 | 0.03% | 204 |
|
|
2024
Q3 | $258K | Buy |
3,003
+3
| +0.1% | +$258 | 0.03% | 191 |
|
|
2024
Q2 | $235K | Buy |
3,000
+344
| +13% | +$27K | 0.03% | 195 |
|
|
2024
Q1 | $229K | Buy |
2,656
+48
| +2% | +$4.14K | 0.03% | 200 |
|
|
2023
Q4 | $205K | Buy |
+2,608
| New | +$205K | 0.03% | 204 |
|