Cambria Investment Management’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 | $9.47M | Sell |
119,244
-16,883
| -12% | -$1.34M | 0.64% | 59 |
|
|
2025
Q1 | $11.5M | Sell |
136,127
-13,530
| -9% | -$1.14M | 0.8% | 35 |
|
|
2024
Q4 | $11.6M | Buy |
149,657
+5,787
| +4% | +$448K | 0.7% | 69 |
|
|
2024
Q3 | $12.4M | Sell |
143,870
-1,076
| -0.7% | -$92.4K | 0.74% | 59 |
|
|
2024
Q2 | $11.4M | Buy |
144,946
+3,548
| +3% | +$278K | 0.7% | 83 |
|
|
2024
Q1 | $12.2M | Buy |
141,398
+4,407
| +3% | +$380K | 0.73% | 99 |
|
|
2023
Q4 | $10.8M | Buy |
136,991
+18,362
| +15% | +$1.44M | 0.75% | 49 |
|
|
2023
Q3 | $8.55M | Buy |
118,629
+9,261
| +8% | +$667K | 0.69% | 63 |
|
|
2023
Q2 | $8.29M | Sell |
109,368
-11,996
| -10% | -$910K | 0.69% | 50 |
|
|
2023
Q1 | $9.02M | Buy |
121,364
+4,309
| +4% | +$320K | 0.75% | 44 |
|
|
2022
Q4 | $9.82M | Buy |
117,055
+21,716
| +23% | +$1.82M | 0.82% | 31 |
|
|
2022
Q3 | $6.88M | Buy |
95,339
+10,849
| +13% | +$783K | 0.74% | 34 |
|
|
2022
Q2 | $5.64M | Buy |
+84,490
| New | +$5.64M | 0.73% | 43 |
|
|
2018
Q2 | – | Sell |
-4,524
| Closed | -$276K | – | 312 |
|
|
2018
Q1 | $276K | Buy |
+4,524
| New | +$276K | 0.04% | 236 |
|
|
2017
Q3 | – | Sell |
-17,554
| Closed | -$1.13M | – | 217 |
|
|
2017
Q2 | $1.13M | Sell |
17,554
-2,260
| -11% | -$145K | 0.24% | 134 |
|
|
2017
Q1 | $1.25M | Buy |
+19,814
| New | +$1.25M | 0.42% | 94 |
|