Yousif 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 | $2.24M | Sell |
28,241
-466
| -2% | -$37K | 0.02% | 675 |
|
|
2025
Q1 | $2.42M | Sell |
28,707
-778
| -3% | -$65.6K | 0.03% | 613 |
|
|
2024
Q4 | $2.28M | Sell |
29,485
-10,183
| -26% | -$788K | 0.03% | 675 |
|
|
2024
Q3 | $3.41M | Buy |
39,668
+9,257
| +30% | +$795K | 0.04% | 470 |
|
|
2024
Q2 | $2.39M | Sell |
30,411
-879
| -3% | -$69K | 0.03% | 668 |
|
|
2024
Q1 | $2.7M | Sell |
31,290
-791
| -2% | -$68.3K | 0.03% | 643 |
|
|
2023
Q4 | $2.52M | Sell |
32,081
-880
| -3% | -$69.2K | 0.03% | 658 |
|
|
2023
Q3 | $2.38M | Sell |
32,961
-1,226
| -4% | -$88.4K | 0.03% | 635 |
|
|
2023
Q2 | $2.59M | Buy |
34,187
+306
| +0.9% | +$23.2K | 0.03% | 628 |
|
|
2023
Q1 | $2.52M | Sell |
33,881
-2,200
| -6% | -$164K | 0.03% | 626 |
|
|
2022
Q4 | $3.03M | Sell |
36,081
-1,856
| -5% | -$156K | 0.04% | 520 |
|
|
2022
Q3 | $2.74M | Sell |
37,937
-1,229
| -3% | -$88.7K | 0.04% | 541 |
|
|
2022
Q2 | $2.62M | Sell |
39,166
-2,990
| -7% | -$200K | 0.03% | 626 |
|
|
2022
Q1 | $3.1M | Buy |
42,156
+11
| +0% | +$808 | 0.03% | 612 |
|
|
2021
Q4 | $3.05M | Buy |
+42,145
| New | +$3.05M | 0.03% | 663 |
|