Donoghue Forlines Dividend Fund PFG Holdings History
Donoghue Forlines Dividend Fund's Principal Financial Group Inc Holding Summary
As of 2025-03-31, Donoghue Forlines Dividend Fund held 15,758.00 shares of Principal Financial Group Inc(PFG), totaling $1.33 Mil. This investment constitutes 2.01% of their stock portfolio, and Donoghue Forlines Dividend Fund now holds 0.01% of the outstanding Principal Financial Group Inc(PFG) stock.
The initial trade took place in 2019Q3. And since then Donoghue Forlines Dividend Fund has made 5 purchases of PFG, at an average price of $58.85, for a total of 114,549.00 shares. In addition, there have been 6 sales at an average price of $48.90 for 98,791.00 shares. Based on historical transaction data and PFG's current price of $80.88, Donoghue Forlines Dividend Fund's estimated gain on his PFG holdings is $-635,562.83, reflecting a -9.43% gain to date.
Donoghue Forlines Dividend Fund PFG ($80.88) Holding Chart
Donoghue Forlines Dividend Fund PFG ($80.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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