Cerity Partners’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 | $3.01M | Buy |
37,957
+3,175
| +9% | +$252K | 0.01% | 1036 |
|
|
2025
Q1 | $2.93M | Buy |
34,782
+5,603
| +19% | +$473K | 0.01% | 948 |
|
|
2024
Q4 | $2.32M | Sell |
29,179
-863
| -3% | -$68.7K | 0.01% | 1037 |
|
|
2024
Q3 | $2.58M | Buy |
30,042
+3,281
| +12% | +$282K | 0.01% | 973 |
|
|
2024
Q2 | $2.1M | Sell |
26,761
-1,045
| -4% | -$82K | 0.01% | 889 |
|
|
2024
Q1 | $2.4M | Buy |
27,806
+7,105
| +34% | +$613K | 0.01% | 895 |
|
|
2023
Q4 | $1.63M | Buy |
20,701
+2,602
| +14% | +$205K | 0.01% | 823 |
|
|
2023
Q3 | $1.3M | Sell |
18,099
-2,163
| -11% | -$156K | 0.01% | 681 |
|
|
2023
Q2 | $1.54M | Buy |
20,262
+13,383
| +195% | +$1.02M | 0.01% | 794 |
|
|
2023
Q1 | $29.9M | Buy |
6,879
+1,405
| +26% | +$6.1M | 0.07% | 188 |
|
|
2022
Q4 | $460K | Buy |
5,474
+1,525
| +39% | +$128K | ﹤0.01% | 975 |
|
|
2022
Q3 | $284K | Sell |
3,949
-406
| -9% | -$29.2K | ﹤0.01% | 918 |
|
|
2022
Q2 | $268K | Buy |
4,355
+1,399
| +47% | +$86.1K | ﹤0.01% | 948 |
|
|
2022
Q1 | $218K | Buy |
2,956
+120
| +4% | +$8.85K | ﹤0.01% | 841 |
|
|
2021
Q4 | $205K | Buy |
+2,836
| New | +$205K | ﹤0.01% | 927 |
|