TFC Financial Management’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 | $69.2K | Buy |
871
+31
| +4% | +$2.46K | 0.01% | 233 |
|
|
2025
Q1 | $70.9K | Hold |
840
| – | – | 0.01% | 221 |
|
|
2024
Q4 | $65K | Hold |
840
| – | – | 0.01% | 227 |
|
|
2024
Q3 | $72.2K | Sell |
840
-10
| -1% | -$859 | 0.01% | 226 |
|
|
2024
Q2 | $66.7K | Buy |
850
+817
| +2,476% | +$64.1K | 0.01% | 215 |
|
|
2024
Q1 | $2.87K | Buy |
33
+1
| +3% | +$87 | ﹤0.01% | 436 |
|
|
2023
Q4 | $2.54K | Hold |
32
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $2.32K | Hold |
32
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $2.45K | Hold |
32
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $2.4K | Hold |
32
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $2.71K | Hold |
32
| – | – | ﹤0.01% | 375 |
|
|
2022
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 419 |
|
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 415 |
|
|
2022
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 432 |
|
|
2021
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 481 |
|
|
2021
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 470 |
|
|
2021
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 460 |
|
|
2021
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 450 |
|
|
2020
Q4 | $2K | Hold |
32
| – | – | ﹤0.01% | 441 |
|
|
2020
Q3 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 482 |
|