Capstone Investment Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $651K | Buy |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $55.4K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $28.9M | Buy |
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|
2021
Q3 | $57K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $94K | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $59K | Buy |
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|
2019
Q3 | – | Hold |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $559K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.79M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $307K | Sell |
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|
2015
Q4 | $1.87M | Buy |
|