AIM
Acropolis Investment Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,235
| Closed | -$189K | – | 286 |
|
|
2025
Q1 | $189K | Hold |
2,235
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $173K | Sell |
2,235
-317
| -12% | -$24.5K | 0.01% | 246 |
|
|
2024
Q3 | $219K | Sell |
2,552
-201
| -7% | -$17.3K | 0.01% | 213 |
|
|
2024
Q2 | $216K | Sell |
2,753
-118
| -4% | -$9.26K | 0.01% | 212 |
|
|
2024
Q1 | $248K | Sell |
2,871
-193
| -6% | -$16.7K | 0.02% | 201 |
|
|
2023
Q4 | $241K | Sell |
3,064
-1,875
| -38% | -$148K | 0.02% | 199 |
|
|
2023
Q3 | $356K | Sell |
4,939
-1,870
| -27% | -$135K | 0.03% | 161 |
|
|
2023
Q2 | $516K | Sell |
6,809
-1,214
| -15% | -$92.1K | 0.04% | 136 |
|
|
2023
Q1 | $596K | Sell |
8,023
-1,837
| -19% | -$137K | 0.05% | 126 |
|
|
2022
Q4 | $827K | Sell |
9,860
-5,416
| -35% | -$455K | 0.07% | 95 |
|
|
2022
Q3 | $1.1M | Buy |
15,276
+340
| +2% | +$24.5K | 0.11% | 75 |
|
|
2022
Q2 | $998K | Buy |
14,936
+948
| +7% | +$63.3K | 0.1% | 87 |
|
|
2022
Q1 | $1.03M | Buy |
13,988
+1,506
| +12% | +$111K | 0.09% | 91 |
|
|
2021
Q4 | $903K | Buy |
12,482
+1,768
| +17% | +$128K | 0.08% | 91 |
|
|
2021
Q3 | $688K | Buy |
10,714
+846
| +9% | +$54.3K | 0.08% | 107 |
|
|
2021
Q2 | $624K | Buy |
9,868
+1,501
| +18% | +$94.9K | 0.06% | 114 |
|
|
2021
Q1 | $502K | Buy |
8,367
+5,169
| +162% | +$310K | 0.05% | 117 |
|
|
2020
Q4 | $159K | Buy |
+3,198
| New | +$159K | 0.02% | 183 |
|