Unigestion Holding’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
Q1 | $3.47M | Sell |
41,155
-4,369
| -10% | -$369K | 0.2% | 93 |
|
|
2024
Q4 | $3.52M | Hold |
45,524
| – | – | 0.2% | 86 |
|
|
2024
Q3 | $3.91M | Buy |
+45,524
| New | +$3.91M | 0.19% | 78 |
|
|
2023
Q3 | – | Sell |
-7,138
| Closed | -$540K | – | 214 |
|
|
2023
Q2 | $540K | Sell |
7,138
-1,521
| -18% | -$115K | 0.03% | 168 |
|
|
2023
Q1 | $642K | Buy |
+8,659
| New | +$642K | 0.03% | 171 |
|