TownSquare 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 | – | Sell |
-8,956
| Closed | -$756K | – | 1320 |
|
|
2025
Q1 | $756K | Buy |
8,956
+2,511
| +39% | +$212K | 0.01% | 959 |
|
|
2024
Q4 | $499K | Sell |
6,445
-194
| -3% | -$15K | 0.01% | 1025 |
|
|
2024
Q3 | $570K | Sell |
6,639
-1,145
| -15% | -$98.4K | 0.01% | 912 |
|
|
2024
Q2 | $611K | Buy |
7,784
+274
| +4% | +$21.5K | 0.01% | 814 |
|
|
2024
Q1 | $648K | Buy |
7,510
+88
| +1% | +$7.6K | 0.01% | 776 |
|
|
2023
Q4 | $584K | Buy |
7,422
+729
| +11% | +$57.4K | 0.01% | 740 |
|
|
2023
Q3 | $482K | Buy |
6,693
+194
| +3% | +$14K | 0.01% | 768 |
|
|
2023
Q2 | $493K | Sell |
6,499
-72
| -1% | -$5.46K | 0.01% | 770 |
|
|
2023
Q1 | $488K | Buy |
6,571
+2,057
| +46% | +$153K | 0.01% | 681 |
|
|
2022
Q4 | $379K | Buy |
+4,514
| New | +$379K | 0.01% | 729 |
|
|
2022
Q1 | – | Sell |
-4,409
| Closed | -$319K | – | 760 |
|
|
2021
Q4 | $319K | Buy |
+4,409
| New | +$319K | 0.01% | 583 |
|
|
2020
Q1 | – | Sell |
-6,398
| Closed | -$352K | – | 477 |
|
|
2019
Q4 | $352K | Sell |
6,398
-2,648
| -29% | -$146K | 0.03% | 333 |
|
|
2019
Q3 | $505K | Sell |
9,046
-583
| -6% | -$32.5K | 0.04% | 305 |
|
|
2019
Q2 | $532K | Sell |
9,629
-399
| -4% | -$22K | 0.05% | 258 |
|
|
2019
Q1 | $503K | Sell |
10,028
-292
| -3% | -$14.6K | 0.04% | 270 |
|
|
2018
Q4 | $504K | Buy |
+10,320
| New | +$504K | 0.07% | 204 |
|