Arjuna Capital’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
Q1 | – | Sell |
-81,532
| Closed | -$6.31M | – | 118 |
|
|
2024
Q4 | $6.31M | Sell |
81,532
-4,253
| -5% | -$329K | 1.68% | 13 |
|
|
2024
Q3 | $7.37M | Sell |
85,785
-699
| -0.8% | -$60K | 1.91% | 12 |
|
|
2024
Q2 | $6.78M | Buy |
86,484
+10,300
| +14% | +$808K | 1.83% | 13 |
|
|
2024
Q1 | $6.58M | Buy |
76,184
+54,042
| +244% | +$4.66M | 1.86% | 15 |
|
|
2023
Q4 | $1.74M | Buy |
22,142
+1,000
| +5% | +$78.7K | 0.55% | 55 |
|
|
2023
Q3 | $1.52M | Sell |
21,142
-14,792
| -41% | -$1.07M | 0.55% | 55 |
|
|
2023
Q2 | $2.73M | Buy |
35,934
+1,171
| +3% | +$88.8K | 0.97% | 31 |
|
|
2023
Q1 | $2.58M | Buy |
34,763
+2,076
| +6% | +$154K | 1.01% | 32 |
|
|
2022
Q4 | $2.74M | Buy |
32,687
+540
| +2% | +$45.3K | 1.26% | 26 |
|
|
2022
Q3 | $2.32M | Sell |
32,147
-11,493
| -26% | -$829K | 1.14% | 27 |
|
|
2022
Q2 | $2.92M | Buy |
43,640
+883
| +2% | +$59K | 1.41% | 22 |
|
|
2022
Q1 | $3.14M | Sell |
42,757
-2,131
| -5% | -$156K | 1.31% | 22 |
|
|
2021
Q4 | $3.25M | Buy |
44,888
+1,324
| +3% | +$95.8K | 1.19% | 26 |
|
|
2021
Q3 | $2.81M | Buy |
43,564
+2,023
| +5% | +$130K | 1.14% | 25 |
|
|
2021
Q2 | $2.63M | Buy |
41,541
+528
| +1% | +$33.4K | 1.13% | 23 |
|
|
2021
Q1 | $2.46M | Sell |
41,013
-34,747
| -46% | -$2.08M | 1.21% | 25 |
|
|
2020
Q4 | $3.76M | Buy |
75,760
+24,985
| +49% | +$1.24M | 2.08% | 11 |
|
|
2020
Q3 | $2.05M | Buy |
50,775
+689
| +1% | +$27.8K | 1.27% | 26 |
|
|
2020
Q2 | $2.08M | Buy |
+50,086
| New | +$2.08M | 1.44% | 26 |
|