Clarius Group LLC’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,613
| Closed | -$226K | – | 486 |
|
|
2024
Q1 | $226K | Sell |
2,613
-320
| -11% | -$27.6K | 0.02% | 420 |
|
|
2023
Q4 | $231K | Sell |
2,933
-603
| -17% | -$47.4K | 0.02% | 422 |
|
|
2023
Q3 | $255K | Sell |
3,536
-672
| -16% | -$48.4K | 0.02% | 377 |
|
|
2023
Q2 | $319K | Buy |
4,208
+574
| +16% | +$43.5K | 0.02% | 371 |
|
|
2023
Q1 | $270K | Sell |
3,634
-28
| -0.8% | -$2.08K | 0.02% | 412 |
|
|
2022
Q4 | $307K | Sell |
3,662
-68
| -2% | -$5.7K | 0.03% | 373 |
|
|
2022
Q3 | $269K | Sell |
3,730
-294
| -7% | -$21.2K | 0.03% | 378 |
|
|
2022
Q2 | $269K | Sell |
4,024
-16
| -0.4% | -$1.07K | 0.03% | 366 |
|
|
2022
Q1 | $292K | Hold |
4,040
| – | – | 0.02% | 367 |
|
|
2021
Q4 | $292K | Buy |
4,040
+242
| +6% | +$17.5K | 0.02% | 367 |
|
|
2021
Q3 | $245K | Buy |
3,798
+432
| +13% | +$27.9K | 0.02% | 364 |
|
|
2021
Q2 | $213K | Buy |
3,366
+4
| +0.1% | +$253 | 0.02% | 391 |
|
|
2021
Q1 | $202K | Buy |
+3,362
| New | +$202K | 0.02% | 365 |
|