CIBC World Markets’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
26,730
+516
| +2% | +$41K | 0.01% | 499 |
|
|
2025
Q1 | $2.21M | Sell |
26,214
-7,962
| -23% | -$672K | 0.02% | 475 |
|
|
2024
Q4 | $2.65M | Sell |
34,176
-8,384
| -20% | -$649K | 0.02% | 486 |
|
|
2024
Q3 | $3.66M | Buy |
42,560
+158
| +0.4% | +$13.6K | 0.03% | 390 |
|
|
2024
Q2 | $3.33M | Sell |
42,402
-14,086
| -25% | -$1.11M | 0.02% | 393 |
|
|
2024
Q1 | $4.88M | Buy |
56,488
+4,996
| +10% | +$431K | 0.03% | 328 |
|
|
2023
Q4 | $4.05M | Buy |
51,492
+15,777
| +44% | +$1.24M | 0.02% | 383 |
|
|
2023
Q3 | $2.57M | Sell |
35,715
-10,339
| -22% | -$745K | 0.03% | 334 |
|
|
2023
Q2 | $3.49M | Buy |
46,054
+16,162
| +54% | +$1.23M | 0.03% | 367 |
|
|
2023
Q1 | $2.22M | Sell |
29,892
-45,408
| -60% | -$3.37M | 0.04% | 329 |
|
|
2022
Q4 | $6.32M | Buy |
75,300
+37,022
| +97% | +$3.11M | 0.04% | 287 |
|
|
2022
Q3 | $2.76M | Sell |
38,278
-14,639
| -28% | -$1.06M | 0.04% | 232 |
|
|
2022
Q2 | $3.53M | Sell |
52,917
-4,084
| -7% | -$273K | 0.03% | 278 |
|
|
2022
Q1 | $4.18M | Buy |
57,001
+3,881
| +7% | +$285K | 0.03% | 273 |
|
|
2021
Q4 | $3.84M | Sell |
53,120
-12,821
| -19% | -$927K | 0.02% | 301 |
|
|
2021
Q3 | $4.25M | Buy |
65,941
+1,502
| +2% | +$96.7K | 0.03% | 314 |
|
|
2021
Q2 | $4.07M | Sell |
64,439
-308,237
| -83% | -$19.5M | 0.03% | 297 |
|
|
2021
Q1 | $22.3M | Buy |
372,676
+269,996
| +263% | +$16.2M | 0.14% | 114 |
|
|
2020
Q4 | $5.09M | Buy |
102,680
+13,008
| +15% | +$645K | 0.03% | 359 |
|
|
2020
Q3 | $3.61M | Buy |
89,672
+8,910
| +11% | +$359K | 0.04% | 319 |
|
|
2020
Q2 | $3.36M | Buy |
80,762
+9,187
| +13% | +$382K | 0.04% | 308 |
|
|
2020
Q1 | $2.24M | Buy |
71,575
+41,042
| +134% | +$1.29M | 0.03% | 314 |
|
|
2019
Q4 | $1.68M | Buy |
30,533
+1,004
| +3% | +$55.2K | 0.01% | 567 |
|
|
2019
Q3 | $1.69M | Sell |
29,529
-15,489
| -34% | -$885K | 0.02% | 458 |
|
|
2019
Q2 | $2.61M | Buy |
45,018
+10,743
| +31% | +$622K | 0.02% | 472 |
|
|
2019
Q1 | $1.72M | Sell |
34,275
-2,477
| -7% | -$124K | 0.01% | 462 |
|
|
2018
Q4 | $1.62M | Buy |
36,752
+1,852
| +5% | +$81.8K | 0.02% | 454 |
|
|
2018
Q3 | $2.05M | Sell |
34,900
-2,722
| -7% | -$159K | 0.02% | 492 |
|
|
2018
Q2 | $1.99M | Buy |
37,622
+2,702
| +8% | +$143K | 0.02% | 499 |
|
|
2018
Q1 | $2.13M | Sell |
34,920
-19,395
| -36% | -$1.18M | 0.02% | 438 |
|
|
2017
Q4 | $3.83M | Buy |
54,315
+15,177
| +39% | +$1.07M | 0.03% | 359 |
|
|
2017
Q3 | $2.52M | Buy |
39,138
+1,261
| +3% | +$81.1K | 0.02% | 367 |
|
|
2017
Q2 | $2.43M | Buy |
37,877
+9,970
| +36% | +$639K | 0.03% | 398 |
|
|
2017
Q1 | $1.76M | Buy |
27,907
+9,551
| +52% | +$603K | 0.01% | 366 |
|
|
2016
Q4 | $1.06M | Buy |
+18,356
| New | +$1.06M | 0.01% | 360 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 181 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 68 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 52 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 31 |
|