Steward Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8K | Sell |
123
-237
| -66% | -$15.4K | ﹤0.01% | 459 |
|
|
2023
Q2 | $27K | Sell |
360
-50
| -12% | -$3.75K | 0.01% | 205 |
|
|
2023
Q1 | $30K | Buy |
410
+53
| +15% | +$3.88K | 0.01% | 115 |
|
|
2022
Q4 | $29K | Buy |
+357
| New | +$29K | 0.01% | 96 |
|
|
2022
Q3 | – | Sell |
-332
| Closed | -$22K | – | 973 |
|
|
2022
Q2 | $22K | Buy |
332
+23
| +7% | +$1.52K | 0.02% | 168 |
|
|
2022
Q1 | $22K | Hold |
309
| – | – | 0.02% | 151 |
|
|
2021
Q4 | $22K | Buy |
+309
| New | +$22K | 0.02% | 120 |
|