Twin Tree 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 | $10.6K | Buy |
+133
| New | +$10.6K | ﹤0.01% | 431 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 837 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 802 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 712 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 667 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 840 |
|
|
2021
Q4 | – | Sell |
-28,936
| Closed | -$1.86M | – | 811 |
|
|
2021
Q3 | $1.86M | Buy |
+28,936
| New | +$1.86M | ﹤0.01% | 329 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 791 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 770 |
|
|
2020
Q4 | – | Sell |
-2,602
| Closed | -$105K | – | 704 |
|
|
2020
Q3 | $105K | Sell |
2,602
-3,617
| -58% | -$146K | ﹤0.01% | 381 |
|
|
2020
Q2 | $258K | Buy |
6,219
+5,974
| +2,438% | +$248K | ﹤0.01% | 410 |
|
|
2020
Q1 | $8K | Sell |
245
-10,805
| -98% | -$353K | ﹤0.01% | 471 |
|
|
2019
Q4 | $608K | Buy |
+11,050
| New | +$608K | ﹤0.01% | 304 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 790 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 812 |
|
|
2018
Q4 | – | Sell |
-195
| Closed | -$11K | – | 737 |
|
|
2018
Q3 | $11K | Sell |
195
-565
| -74% | -$31.9K | ﹤0.01% | 415 |
|
|
2018
Q2 | $40K | Sell |
760
-19,913
| -96% | -$1.05M | ﹤0.01% | 463 |
|
|
2018
Q1 | $1.26M | Buy |
+20,673
| New | +$1.26M | 0.01% | 179 |
|
|
2017
Q1 | – | Sell |
-1,274
| Closed | -$74K | – | 537 |
|
|
2016
Q4 | $74K | Buy |
1,274
+489
| +62% | +$28.4K | ﹤0.01% | 353 |
|
|
2016
Q3 | $40K | Sell |
785
-4,443
| -85% | -$226K | ﹤0.01% | 426 |
|
|
2016
Q2 | $215K | Buy |
5,228
+5,225
| +174,167% | +$215K | ﹤0.01% | 334 |
|
|
2016
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 607 |
|
|
2015
Q4 | – | Sell |
-1,596
| Closed | -$76K | – | 614 |
|
|
2015
Q3 | $76K | Buy |
+1,596
| New | +$76K | ﹤0.01% | 347 |
|
|
2014
Q2 | – | Sell |
-6,953
| Closed | -$320K | – | 364 |
|
|
2014
Q1 | $320K | Buy |
+6,953
| New | +$320K | 0.01% | 165 |
|