Capital Fund Management (CFM)’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 | $1.49M | Buy |
+18,711
| New | +$1.49M | ﹤0.01% | 690 |
|
|
2020
Q2 | – | Sell |
-41,311
| Closed | -$1.3M | – | 867 |
|
|
2020
Q1 | $1.3M | Buy |
41,311
+31,882
| +338% | +$999K | 0.02% | 342 |
|
|
2019
Q4 | $519K | Sell |
9,429
-60,190
| -86% | -$3.31M | ﹤0.01% | 648 |
|
|
2019
Q3 | $3.98M | Sell |
69,619
-80,700
| -54% | -$4.61M | 0.04% | 236 |
|
|
2019
Q2 | $8.71M | Buy |
150,319
+108,500
| +259% | +$6.28M | 0.08% | 140 |
|
|
2019
Q1 | $2.1M | Buy |
+41,819
| New | +$2.1M | 0.02% | 378 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1087 |
|
|
2018
Q3 | – | Sell |
-9,767
| Closed | -$517K | – | 1121 |
|
|
2018
Q2 | $517K | Buy |
+9,767
| New | +$517K | ﹤0.01% | 694 |
|
|
2018
Q1 | – | Sell |
-31,623
| Closed | -$2.23M | – | 1127 |
|
|
2017
Q4 | $2.23M | Sell |
31,623
-140,000
| -82% | -$9.88M | 0.01% | 438 |
|
|
2017
Q3 | $11M | Buy |
+171,623
| New | +$11M | 0.08% | 135 |
|
|
2014
Q2 | – | Sell |
-56,626
| Closed | -$2.6M | – | 995 |
|
|
2014
Q1 | $2.6M | Buy |
+56,626
| New | +$2.6M | 0.03% | 279 |
|
|
2013
Q3 | – | Sell |
-73,295
| Closed | -$2.75M | – | 957 |
|
|
2013
Q2 | $2.75M | Buy |
+73,295
| New | +$2.75M | 0.04% | 392 |
|