SJS Investment Consulting’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Sell |
165
-15
| -8% | -$1.19K | ﹤0.01% | 320 |
|
|
2025
Q1 | $15.2K | Hold |
180
| – | – | ﹤0.01% | 316 |
|
|
2024
Q4 | $13.9K | Sell |
180
-5
| -3% | -$387 | ﹤0.01% | 319 |
|
|
2024
Q3 | $15.9K | Buy |
185
+151
| +444% | +$13K | ﹤0.01% | 315 |
|
|
2024
Q2 | $2.67K | Hold |
34
| – | – | ﹤0.01% | 607 |
|
|
2024
Q1 | $2.94K | Buy |
34
+5
| +17% | +$432 | ﹤0.01% | 601 |
|
|
2023
Q4 | $2.28K | Sell |
29
-14
| -33% | -$1.1K | ﹤0.01% | 609 |
|
|
2023
Q3 | $3.1K | Buy |
43
+2
| +5% | +$144 | ﹤0.01% | 471 |
|
|
2023
Q2 | $3.11K | Buy |
41
+17
| +71% | +$1.29K | ﹤0.01% | 453 |
|
|
2023
Q1 | $1.78K | Sell |
24
-17
| -41% | -$1.26K | ﹤0.01% | 644 |
|
|
2022
Q4 | $3.44K | Buy |
41
+22
| +116% | +$1.85K | ﹤0.01% | 431 |
|
|
2022
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 858 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1180 |
|