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E. Ohman J:or Asset Management’s Principal Financial Group PFG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$866K Hold
10,900
0.02% 296
2025
Q1
$920K Hold
10,900
0.02% 282
2024
Q4
$844K Buy
10,900
+2,000
+22% +$155K 0.02% 309
2024
Q3
$765K Sell
8,900
-1,400
-14% -$120K 0.02% 308
2024
Q2
$808K Hold
10,300
0.02% 285
2024
Q1
$889K Hold
10,300
0.02% 268
2023
Q4
$810K Sell
10,300
-1,600
-13% -$126K 0.03% 257
2023
Q3
$858K Buy
11,900
+1,200
+11% +$86.5K 0.03% 260
2023
Q2
$811K Hold
10,700
0.03% 282
2023
Q1
$795K Hold
10,700
0.03% 276
2022
Q4
$898K Hold
10,700
0.04% 257
2022
Q3
$772K Hold
10,700
0.04% 266
2022
Q2
$715K Sell
10,700
-4,000
-27% -$267K 0.03% 288
2022
Q1
$1.08M Hold
14,700
0.04% 261
2021
Q4
$1.06M Buy
14,700
+2,400
+20% +$174K 0.03% 290
2021
Q3
$792K Hold
12,300
0.02% 336
2021
Q2
$777K Sell
12,300
-3,200
-21% -$202K 0.02% 334
2021
Q1
$929K Buy
15,500
+3,800
+32% +$228K 0.03% 277
2020
Q4
$580K Hold
11,700
0.02% 307
2020
Q3
$471K Buy
11,700
+2,200
+23% +$88.6K 0.02% 297
2020
Q2
$395K Hold
9,500
0.02% 299
2020
Q1
$298K Sell
9,500
-4,200
-31% -$132K 0.02% 300
2019
Q4
$754K Buy
13,700
+2,100
+18% +$116K 0.04% 240
2019
Q3
$663K Hold
11,600
0.04% 213
2019
Q2
$672K Hold
11,600
0.04% 207
2019
Q1
$582K Sell
11,600
-1,800
-13% -$90.3K 0.04% 223
2018
Q4
$592K Hold
13,400
0.04% 209
2018
Q3
$785K Buy
13,400
+1,700
+15% +$99.6K 0.05% 195
2018
Q2
$620K Buy
11,700
+3,100
+36% +$164K 0.04% 215
2018
Q1
$524K Hold
8,600
0.04% 240
2017
Q4
$607K Buy
8,600
+1,500
+21% +$106K 0.05% 227
2017
Q3
$457K Hold
7,100
0.04% 274
2017
Q2
$455K Hold
7,100
0.05% 266
2017
Q1
$448K Hold
7,100
0.05% 262
2016
Q4
$411K Buy
7,100
+1,600
+29% +$92.6K 0.06% 245
2016
Q3
$283K Hold
5,500
0.04% 301
2016
Q2
$226K Hold
5,500
0.04% 326
2016
Q1
$217K Hold
5,500
0.04% 314
2015
Q4
$247K Hold
5,500
0.04% 297
2015
Q3
$260K Sell
5,500
-1,500
-21% -$71K 0.07% 262
2015
Q2
$359K Hold
7,000
0.08% 231
2015
Q1
$360K Hold
7,000
0.08% 237
2014
Q4
$370K Hold
7,000
0.09% 230
2014
Q3
$367K Hold
7,000
0.09% 225
2014
Q2
$353K Hold
7,000
0.09% 236
2014
Q1
$322K Hold
7,000
0.08% 260
2013
Q4
$344K Hold
7,000
0.08% 255
2013
Q3
$300K Hold
7,000
0.08% 275
2013
Q2
$262K Buy
+7,000
New +$262K 0.07% 280