BB&T Securities’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $810K | Sell |
14,458
-1,297
| -8% | -$72.7K | 0.01% | 890 |
|
2019
Q2 | $912K | Sell |
15,755
-4,244
| -21% | -$246K | 0.01% | 844 |
|
2019
Q1 | $1M | Sell |
19,999
-8,366
| -29% | -$420K | 0.01% | 791 |
|
2018
Q4 | $1.25M | Sell |
28,365
-2,681
| -9% | -$118K | 0.01% | 673 |
|
2018
Q3 | $1.82M | Buy |
31,046
+24,656
| +386% | +$1.44M | 0.02% | 637 |
|
2018
Q2 | $338K | Buy |
6,390
+1,112
| +21% | +$58.8K | ﹤0.01% | 1220 |
|
2018
Q1 | $321K | Sell |
5,278
-1,365
| -21% | -$83K | ﹤0.01% | 1198 |
|
2017
Q4 | $468K | Sell |
6,643
-20,655
| -76% | -$1.46M | 0.01% | 1017 |
|
2017
Q3 | $1.76M | Buy |
27,298
+2,708
| +11% | +$174K | 0.02% | 563 |
|
2017
Q2 | $1.58M | Buy |
24,590
+5,344
| +28% | +$342K | 0.02% | 579 |
|
2017
Q1 | $1.21M | Buy |
19,246
+9,079
| +89% | +$573K | 0.02% | 587 |
|
2016
Q4 | $523K | Hold |
10,167
| – | – | 0.01% | 819 |
|
2016
Q3 | $523K | Buy |
10,167
+3,787
| +59% | +$195K | 0.01% | 820 |
|
2016
Q2 | $262K | Buy |
+6,380
| New | +$262K | ﹤0.01% | 1024 |
|
2016
Q1 | – | Sell |
-30,017
| Closed | -$1.35M | – | 1208 |
|
2015
Q4 | $1.35M | Sell |
30,017
-3,467
| -10% | -$156K | 0.03% | 435 |
|
2015
Q3 | $1.59M | Buy |
33,484
+9,304
| +38% | +$440K | 0.03% | 388 |
|
2015
Q2 | $1.24M | Buy |
24,180
+1,951
| +9% | +$100K | 0.03% | 470 |
|
2015
Q1 | $11.4M | Buy |
+22,229
| New | +$11.4M | 0.03% | 488 |
|