Sonora Investment Management Group’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 | $286K | Sell |
3,600
-542
| -13% | -$43.1K | 0.02% | 225 |
|
|
2025
Q1 | $349K | Hold |
4,142
| – | – | 0.03% | 200 |
|
|
2024
Q4 | $321K | Hold |
4,142
| – | – | 0.02% | 211 |
|
|
2024
Q3 | $356K | Buy |
4,142
+542
| +15% | +$46.6K | 0.03% | 201 |
|
|
2024
Q2 | $311K | Hold |
3,600
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $311K | Hold |
3,600
| – | – | 0.02% | 221 |
|
|
2023
Q4 | $283K | Buy |
+3,600
| New | +$283K | 0.02% | 216 |
|