Truvestments 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$43K | – | 1046 |
|
|
2024
Q3 | $43K | Buy |
+500
| New | +$43K | 0.01% | 377 |
|
|
2024
Q2 | – | Sell |
-500
| Closed | -$43.2K | – | 545 |
|
|
2024
Q1 | $43.2K | Hold |
500
| – | – | 0.02% | 365 |
|
|
2023
Q4 | $39.3K | Hold |
500
| – | – | 0.02% | 349 |
|
|
2023
Q3 | $36K | Hold |
500
| – | – | 0.02% | 319 |
|
|
2023
Q2 | $37.9K | Hold |
500
| – | – | 0.02% | 314 |
|
|
2023
Q1 | $37.2K | Hold |
500
| – | – | 0.02% | 321 |
|
|
2022
Q4 | $42K | Hold |
500
| – | – | 0.02% | 317 |
|
|
2022
Q3 | $36K | Hold |
500
| – | – | 0.02% | 286 |
|
|
2022
Q2 | $33K | Buy |
+500
| New | +$33K | 0.02% | 301 |
|
|
2020
Q3 | – | Sell |
-235
| Closed | -$9K | – | 483 |
|
|
2020
Q2 | $9K | Hold |
235
| – | – | 0.01% | 388 |
|
|
2020
Q1 | $7K | Buy |
+235
| New | +$7K | 0.01% | 387 |
|
|
2019
Q4 | – | Sell |
-565
| Closed | -$32K | – | 453 |
|
|
2019
Q3 | $32K | Buy |
565
+6
| +1% | +$340 | 0.02% | 332 |
|
|
2019
Q2 | $32K | Sell |
559
-369
| -40% | -$21.1K | 0.02% | 344 |
|
|
2019
Q1 | $47K | Buy |
+928
| New | +$47K | 0.04% | 289 |
|
|
2018
Q3 | $54K | Buy |
+919
| New | +$54K | 0.03% | 370 |
|