TwinBeech 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 |
-113,227
| Closed | -$9.55M | – | 910 |
|
|
2025
Q1 | $9.55M | Buy |
113,227
+40,719
| +56% | +$3.44M | 0.17% | 151 |
|
|
2024
Q4 | $5.61M | Buy |
+72,508
| New | +$5.61M | 0.1% | 208 |
|
|
2024
Q3 | – | Sell |
-25,630
| Closed | -$2.01M | – | 838 |
|
|
2024
Q2 | $2.01M | Buy |
+25,630
| New | +$2.01M | 0.04% | 330 |
|
|
2023
Q4 | – | Sell |
-173,335
| Closed | -$12.5M | – | 857 |
|
|
2023
Q3 | $12.5M | Buy |
+173,335
| New | +$12.5M | 0.24% | 117 |
|
|
2023
Q1 | – | Sell |
-235,930
| Closed | -$19.8M | – | 823 |
|
|
2022
Q4 | $19.8M | Buy |
+235,930
| New | +$19.8M | 0.38% | 68 |
|
|
2020
Q1 | – | Sell |
-12,412
| Closed | -$683K | – | 427 |
|
|
2019
Q4 | $683K | Buy |
+12,412
| New | +$683K | 0.2% | 165 |
|