Ancora 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 | $9.85K | Buy |
124
+34
| +38% | +$2.7K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $7.59K | Hold |
90
| – | – | ﹤0.01% | 1343 |
|
|
2024
Q4 | $6.97K | Hold |
90
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q3 | $7.73K | Hold |
90
| – | – | ﹤0.01% | 1352 |
|
|
2024
Q2 | $7.06K | Sell |
90
-629
| -87% | -$49.3K | ﹤0.01% | 1349 |
|
|
2024
Q1 | $62.1K | Hold |
719
| – | – | ﹤0.01% | 886 |
|
|
2023
Q4 | $56.6K | Buy |
719
+629
| +699% | +$49.5K | ﹤0.01% | 882 |
|
|
2023
Q3 | $6.49K | Hold |
90
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q2 | $6.83K | Hold |
90
| – | – | ﹤0.01% | 1302 |
|
|
2023
Q1 | $6.69K | Sell |
90
-7
| -7% | -$520 | ﹤0.01% | 1318 |
|
|
2022
Q4 | $9K | Buy |
97
+7
| +8% | +$649 | ﹤0.01% | 1329 |
|
|
2022
Q3 | $6K | Buy |
+90
| New | +$6K | ﹤0.01% | 1567 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$2K | – | 1035 |
|
|
2018
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1310 |
|