Columbus Macro’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 | $2.04M | Buy |
25,650
+210
| +0.8% | +$16.7K | 0.25% | 116 |
|
|
2025
Q1 | $2.15M | Sell |
25,440
-213
| -0.8% | -$18K | 0.28% | 111 |
|
|
2024
Q4 | $1.99M | Buy |
25,653
+8,169
| +47% | +$632K | 0.28% | 114 |
|
|
2024
Q3 | $1.51M | Sell |
17,484
-569
| -3% | -$49.2K | 0.55% | 64 |
|
|
2024
Q2 | $1.42M | Sell |
18,053
-861
| -5% | -$67.5K | 0.55% | 62 |
|
|
2024
Q1 | $1.63M | Sell |
18,914
-1,180
| -6% | -$102K | 0.62% | 53 |
|
|
2023
Q4 | $1.58M | Sell |
20,094
-582
| -3% | -$45.8K | 0.62% | 48 |
|
|
2023
Q3 | $1.49M | Sell |
20,676
-1,247
| -6% | -$89.9K | 0.63% | 50 |
|
|
2023
Q2 | $1.68M | Sell |
21,923
-899
| -4% | -$68.9K | 0.67% | 44 |
|
|
2023
Q1 | $1.7M | Sell |
22,822
-311
| -1% | -$23.2K | 0.63% | 54 |
|
|
2022
Q4 | $1.94M | Sell |
23,133
-2,095
| -8% | -$176K | 0.75% | 46 |
|
|
2022
Q3 | $1.82M | Sell |
25,228
-909
| -3% | -$65.6K | 0.75% | 41 |
|
|
2022
Q2 | $1.75M | Sell |
26,137
-1,055
| -4% | -$70.5K | 0.66% | 48 |
|
|
2022
Q1 | $2M | Buy |
27,192
+177
| +0.7% | +$13K | 0.68% | 49 |
|
|
2021
Q4 | $1.95M | Sell |
27,015
-2,802
| -9% | -$203K | 0.66% | 47 |
|
|
2021
Q3 | $1.92M | Sell |
29,817
-1,495
| -5% | -$96.3K | 0.63% | 45 |
|
|
2021
Q2 | $1.98M | Sell |
31,312
-1,046
| -3% | -$66.1K | 0.62% | 49 |
|
|
2021
Q1 | $1.94M | Sell |
32,358
-6,434
| -17% | -$386K | 0.6% | 47 |
|
|
2020
Q4 | $1.92M | Sell |
38,792
-2,854
| -7% | -$142K | 0.59% | 47 |
|
|
2020
Q3 | $1.68M | Buy |
+41,646
| New | +$1.68M | 0.51% | 64 |
|
|
2018
Q4 | – | Sell |
-77,701
| Closed | -$4.55M | – | 143 |
|
|
2018
Q3 | $4.55M | Sell |
77,701
-107
| -0.1% | -$6.27K | 1.13% | 37 |
|
|
2018
Q2 | $4.12M | Buy |
+77,808
| New | +$4.12M | 1.07% | 39 |
|