CX Institutional’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 | $208K | Buy |
2,623
+395
| +18% | +$31.3K | 0.01% | 614 |
|
|
2025
Q1 | $188K | Buy |
+2,228
| New | +$188K | 0.01% | 617 |
|
|
2022
Q3 | – | Sell |
-613
| Closed | -$41K | – | 952 |
|
|
2022
Q2 | $41K | Buy |
+613
| New | +$41K | ﹤0.01% | 714 |
|
|
2021
Q4 | – | Sell |
-902
| Closed | -$58K | – | 756 |
|
|
2021
Q3 | $58K | Buy |
902
+399
| +79% | +$25.7K | ﹤0.01% | 553 |
|
|
2021
Q2 | $32K | Buy |
503
+69
| +16% | +$4.39K | ﹤0.01% | 651 |
|
|
2021
Q1 | $26K | Buy |
434
+83
| +24% | +$4.97K | ﹤0.01% | 624 |
|
|
2020
Q4 | $17K | Buy |
351
+122
| +53% | +$5.91K | ﹤0.01% | 646 |
|
|
2020
Q3 | $9K | Sell |
229
-255
| -53% | -$10K | ﹤0.01% | 688 |
|
|
2020
Q2 | $20K | Sell |
484
-303
| -39% | -$12.5K | ﹤0.01% | 443 |
|
|
2020
Q1 | $25K | Buy |
787
+634
| +414% | +$20.1K | ﹤0.01% | 356 |
|
|
2019
Q4 | $8K | Sell |
153
-17,650
| -99% | -$923K | ﹤0.01% | 472 |
|
|
2019
Q3 | $1.02M | Sell |
17,803
-3,355
| -16% | -$192K | 0.16% | 129 |
|
|
2019
Q2 | $1.23M | Sell |
21,158
-18,508
| -47% | -$1.07M | 0.19% | 104 |
|
|
2019
Q1 | $1.99M | Buy |
+39,666
| New | +$1.99M | 0.35% | 82 |
|