CI Investments Inc’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 | $6.24M | Buy |
78,557
+3,583
| +5% | +$285K | 0.02% | 279 |
|
|
2025
Q1 | $6.33M | Buy |
74,974
+1,726
| +2% | +$146K | 0.03% | 278 |
|
|
2024
Q4 | $5.67M | Sell |
73,248
-16,063
| -18% | -$1.24M | 0.02% | 299 |
|
|
2024
Q3 | $7.67M | Buy |
89,311
+2,957
| +3% | +$254K | 0.03% | 265 |
|
|
2024
Q2 | $6.77M | Buy |
86,354
+718
| +0.8% | +$56.3K | 0.03% | 252 |
|
|
2024
Q1 | $7.39M | Buy |
85,636
+19,600
| +30% | +$1.69M | 0.03% | 258 |
|
|
2023
Q4 | $5.2M | Sell |
66,036
-2,533
| -4% | -$199K | 0.03% | 275 |
|
|
2023
Q3 | $4.94M | Sell |
68,569
-10,627
| -13% | -$766K | 0.03% | 274 |
|
|
2023
Q2 | $6.01M | Sell |
79,196
-6,146
| -7% | -$466K | 0.03% | 261 |
|
|
2023
Q1 | $6.34M | Sell |
85,342
-19,537
| -19% | -$1.45M | 0.03% | 266 |
|
|
2022
Q4 | $8.8M | Sell |
104,879
-52,513
| -33% | -$4.41M | 0.04% | 242 |
|
|
2022
Q3 | $11.4M | Buy |
157,392
+3,090
| +2% | +$223K | 0.06% | 218 |
|
|
2022
Q2 | $10.3M | Sell |
154,302
-3,373
| -2% | -$225K | 0.05% | 235 |
|
|
2022
Q1 | $11.6M | Sell |
157,675
-1,245
| -0.8% | -$91.4K | 0.04% | 270 |
|
|
2021
Q4 | $11.5M | Buy |
158,920
+12,692
| +9% | +$918K | 0.04% | 270 |
|
|
2021
Q3 | $9.42M | Buy |
146,228
+8,270
| +6% | +$533K | 0.04% | 305 |
|
|
2021
Q2 | $8.72M | Buy |
137,958
+17,731
| +15% | +$1.12M | 0.03% | 304 |
|
|
2021
Q1 | $7.21M | Sell |
120,227
-2,752
| -2% | -$165K | 0.03% | 280 |
|
|
2020
Q4 | $6.1M | Sell |
122,979
-1,564
| -1% | -$77.6K | 0.03% | 290 |
|
|
2020
Q3 | $5.02M | Buy |
124,543
+4,494
| +4% | +$181K | 0.02% | 266 |
|
|
2020
Q2 | $4.99M | Sell |
120,049
-27,276
| -19% | -$1.13M | 0.03% | 262 |
|
|
2020
Q1 | $4.62M | Sell |
147,325
-17,884
| -11% | -$560K | 0.03% | 246 |
|
|
2019
Q4 | $9.09M | Sell |
165,209
-18,753
| -10% | -$1.03M | 0.05% | 226 |
|
|
2019
Q3 | $10.5M | Buy |
+183,962
| New | +$10.5M | 0.05% | 200 |
|
|
2016
Q2 | – | Sell |
-272,100
| Closed | -$10.7M | – | 208 |
|
|
2016
Q1 | $10.7M | Buy |
+272,100
| New | +$10.7M | 0.14% | 110 |
|