Venture Visionary Partners’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 | $495K | Sell |
6,225
-12
| -0.2% | -$953 | 0.02% | 401 |
|
|
2025
Q1 | $526K | Sell |
6,237
-23
| -0.4% | -$1.94K | 0.02% | 371 |
|
|
2024
Q4 | $485K | Buy |
6,260
+2
| +0% | +$155 | 0.02% | 373 |
|
|
2024
Q3 | $538K | Buy |
6,258
+2
| +0% | +$172 | 0.02% | 355 |
|
|
2024
Q2 | $491K | Buy |
6,256
+2
| +0% | +$157 | 0.02% | 376 |
|
|
2024
Q1 | $540K | Buy |
6,254
+2
| +0% | +$173 | 0.03% | 359 |
|
|
2023
Q4 | $492K | Sell |
6,252
-559
| -8% | -$44K | 0.03% | 347 |
|
|
2023
Q3 | $491K | Sell |
6,811
-656
| -9% | -$47.3K | 0.03% | 335 |
|
|
2023
Q2 | $566K | Sell |
7,467
-1,178
| -14% | -$89.3K | 0.03% | 320 |
|
|
2023
Q1 | $642K | Sell |
8,645
-10,000
| -54% | -$743K | 0.04% | 298 |
|
|
2022
Q4 | $1.56M | Buy |
18,645
+2,248
| +14% | +$189K | 0.11% | 159 |
|
|
2022
Q3 | $1.18M | Buy |
16,397
+4,801
| +41% | +$346K | 0.1% | 172 |
|
|
2022
Q2 | $775K | Buy |
11,596
+1,742
| +18% | +$116K | 0.06% | 236 |
|
|
2022
Q1 | $723K | Buy |
9,854
+296
| +3% | +$21.7K | 0.05% | 262 |
|
|
2021
Q4 | $691K | Buy |
9,558
+1,221
| +15% | +$88.3K | 0.04% | 279 |
|
|
2021
Q3 | $536K | Buy |
8,337
+1,202
| +17% | +$77.3K | 0.04% | 313 |
|
|
2021
Q2 | $450K | Buy |
7,135
+299
| +4% | +$18.9K | 0.04% | 325 |
|
|
2021
Q1 | $409K | Buy |
+6,836
| New | +$409K | 0.03% | 328 |
|