EOJOAM
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 |
|