Cypress Capital Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,852
| Closed | -$575K | – | 309 |
|
|
2022
Q4 | $575K | Buy |
6,852
+2,481
| +57% | +$208K | 0.09% | 198 |
|
|
2022
Q3 | $316K | Buy |
4,371
+190
| +5% | +$13.7K | 0.05% | 229 |
|
|
2022
Q2 | $279K | Sell |
4,181
-50
| -1% | -$3.34K | 0.04% | 253 |
|
|
2022
Q1 | $296K | Buy |
+4,231
| New | +$296K | 0.04% | 264 |
|
|
2021
Q1 | – | Sell |
-7,282
| Closed | -$361K | – | 287 |
|
|
2020
Q4 | $361K | Sell |
7,282
-1,906
| -21% | -$94.5K | 0.05% | 225 |
|
|
2020
Q3 | $370K | Buy |
9,188
+2,643
| +40% | +$106K | 0.06% | 204 |
|
|
2020
Q2 | $272K | Buy |
+6,545
| New | +$272K | 0.05% | 215 |
|
|
2017
Q2 | – | Sell |
-5,000
| Closed | -$316K | – | 208 |
|
|
2017
Q1 | $316K | Hold |
5,000
| – | – | 0.07% | 156 |
|
|
2016
Q4 | $289K | Hold |
5,000
| – | – | 0.07% | 160 |
|
|
2016
Q3 | $258K | Buy |
+5,000
| New | +$258K | 0.06% | 158 |
|