CIBC Private Wealth Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
4,300
+216
| +5% | +$17.2K | ﹤0.01% | 931 |
|
|
2025
Q1 | $284K | Buy |
4,084
+1,572
| +63% | +$109K | ﹤0.01% | 971 |
|
|
2024
Q4 | $197K | Buy |
2,512
+8
| +0.3% | +$627 | ﹤0.01% | 1161 |
|
|
2024
Q3 | $215K | Sell |
2,504
-50
| -2% | -$4.3K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $200K | Sell |
2,554
-58
| -2% | -$4.55K | ﹤0.01% | 1103 |
|
|
2024
Q1 | $225K | Buy |
+2,612
| New | +$225K | ﹤0.01% | 1073 |
|
|
2018
Q2 | – | Sell |
-198
| Closed | -$12K | – | 2055 |
|
|
2018
Q1 | $12K | Buy |
198
+190
| +2,375% | +$11.5K | ﹤0.01% | 1494 |
|
|
2017
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1877 |
|