Standard Family Office’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,700
| Closed | -$123K | – | 329 |
|
|
2022
Q3 | $123K | Hold |
1,700
| – | – | 0.05% | 63 |
|
|
2022
Q2 | $114K | Buy |
+1,700
| New | +$114K | 1.13% | 26 |
|
|
2022
Q1 | – | Sell |
-1,300
| Closed | -$94K | – | 199 |
|
|
2021
Q4 | $94K | Hold |
1,300
| – | – | 0.83% | 35 |
|
|
2021
Q3 | $84K | Sell |
1,300
-3,243
| -71% | -$210K | 0.02% | 28 |
|
|
2021
Q2 | $287K | Buy |
4,543
+1,300
| +40% | +$82.1K | 0.06% | 121 |
|
|
2021
Q1 | $194K | Sell |
3,243
-1,300
| -29% | -$77.8K | 0.05% | 128 |
|
|
2020
Q4 | $225K | Buy |
+4,543
| New | +$225K | 0.05% | 112 |
|