Vest Financial’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 | $926K | Buy |
11,659
+2,326
| +25% | +$185K | 0.01% | 358 |
|
|
2025
Q1 | $787K | Buy |
+9,333
| New | +$787K | 0.01% | 343 |
|
|
2024
Q1 | – | Sell |
-167,313
| Closed | -$13.2M | – | 292 |
|
|
2023
Q4 | $13.2M | Buy |
167,313
+47,446
| +40% | +$3.73M | 0.49% | 86 |
|
|
2023
Q3 | $8.64M | Buy |
119,867
+50,022
| +72% | +$3.61M | 0.47% | 105 |
|
|
2023
Q2 | $5.3M | Buy |
69,845
+50,573
| +262% | +$3.84M | 0.49% | 83 |
|
|
2023
Q1 | $1.43M | Buy |
+19,272
| New | +$1.43M | 0.2% | 85 |
|