Summit Securities 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 | $11K | Buy |
+138
| New | +$11K | ﹤0.01% | 739 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 618 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 646 |
|
|
2023
Q3 | – | Sell |
-296
| Closed | -$22K | – | 747 |
|
|
2023
Q2 | $22K | Sell |
296
-153
| -34% | -$11.4K | ﹤0.01% | 488 |
|
|
2023
Q1 | $33K | Buy |
449
+220
| +96% | +$16.2K | ﹤0.01% | 390 |
|
|
2022
Q4 | $19K | Sell |
229
-61
| -21% | -$5.06K | ﹤0.01% | 691 |
|
|
2022
Q3 | $21K | Sell |
290
-202
| -41% | -$14.6K | ﹤0.01% | 516 |
|
|
2022
Q2 | $33K | Buy |
492
+393
| +397% | +$26.4K | ﹤0.01% | 470 |
|
|
2022
Q1 | $7K | Buy |
+99
| New | +$7K | ﹤0.01% | 673 |
|