Westend Capital Management’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 | $6.35K | Hold |
80
| – | – | ﹤0.01% | 153 |
|
|
2025
Q1 | $6.75K | Hold |
80
| – | – | ﹤0.01% | 136 |
|
|
2024
Q4 | $6.19K | Hold |
80
| – | – | ﹤0.01% | 149 |
|
|
2024
Q3 | $6.87K | Hold |
80
| – | – | ﹤0.01% | 146 |
|
|
2024
Q2 | $6.24K | Hold |
80
| – | – | ﹤0.01% | 127 |
|
|
2024
Q1 | $6.91K | Buy |
+80
| New | +$6.91K | ﹤0.01% | 142 |
|