Syon Capital’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 | $551K | Sell |
6,935
-350
| -5% | -$27.8K | 0.04% | 345 |
|
|
2025
Q1 | $615K | Buy |
7,285
+844
| +13% | +$71.2K | 0.05% | 274 |
|
|
2024
Q4 | $499K | Buy |
6,441
+733
| +13% | +$56.7K | 0.04% | 284 |
|
|
2024
Q3 | $490K | Buy |
5,708
+35
| +0.6% | +$3.01K | 0.04% | 280 |
|
|
2024
Q2 | $445K | Buy |
5,673
+51
| +0.9% | +$4K | 0.04% | 278 |
|
|
2024
Q1 | $485K | Sell |
5,622
-5,352
| -49% | -$462K | 0.05% | 273 |
|
|
2023
Q4 | $863K | Buy |
10,974
+6,944
| +172% | +$546K | 0.04% | 288 |
|
|
2023
Q3 | $290K | Buy |
+4,030
| New | +$290K | 0.04% | 279 |
|