Smartleaf Asset Management’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 | $135K | Sell |
1,706
-734
| -30% | -$58.1K | 0.01% | 737 |
|
|
2025
Q1 | $203K | Buy |
2,440
+240
| +11% | +$19.9K | 0.02% | 566 |
|
|
2024
Q4 | $170K | Buy |
2,200
+375
| +21% | +$29K | 0.02% | 599 |
|
|
2024
Q3 | $157K | Buy |
1,825
+751
| +70% | +$64.7K | 0.02% | 573 |
|
|
2024
Q2 | $85.3K | Buy |
1,074
+239
| +29% | +$19K | 0.01% | 620 |
|
|
2024
Q1 | $71.9K | Buy |
835
+667
| +397% | +$57.4K | 0.01% | 598 |
|
|
2023
Q4 | $13.3K | Buy |
+168
| New | +$13.3K | ﹤0.01% | 728 |
|