WestEnd Advisors’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 | $318 | Sell |
4
-2
| -33% | -$159 | ﹤0.01% | 320 |
|
|
2025
Q1 | $506 | Buy |
6
+4
| +200% | +$337 | ﹤0.01% | 274 |
|
|
2024
Q4 | $155 | Hold |
2
| – | – | ﹤0.01% | 285 |
|
|
2024
Q3 | $172 | Buy |
2
+1
| +100% | +$86 | ﹤0.01% | 304 |
|
|
2024
Q2 | $78 | Hold |
1
| – | – | ﹤0.01% | 346 |
|
|
2024
Q1 | $86 | Buy |
+1
| New | +$86 | ﹤0.01% | 328 |
|
|
2022
Q2 | – | Hold |
0
| – | -$220K | – | 354 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | -$216 | – | 228 |
|
|
2021
Q4 | $216 | Buy |
+3
| New | +$216 | ﹤0.01% | 255 |
|
|
2021
Q3 | – | Hold |
0
| – | -$189K | – | 254 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 259 |
|