Echo Street Capital Management’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
Q4 | – | Sell |
-6,378
| Closed | -$460K | – | 320 |
|
|
2023
Q3 | $460K | Buy |
+6,378
| New | +$460K | ﹤0.01% | 284 |
|
|
2023
Q2 | – | Sell |
-5,052
| Closed | -$375K | – | 566 |
|
|
2023
Q1 | $375K | Buy |
5,052
+1,331
| +36% | +$98.9K | ﹤0.01% | 330 |
|
|
2022
Q4 | $312K | Buy |
+3,721
| New | +$312K | ﹤0.01% | 400 |
|
|
2022
Q1 | – | Sell |
-3,786
| Closed | -$274K | – | 712 |
|
|
2021
Q4 | $274K | Sell |
3,786
-409
| -10% | -$29.6K | ﹤0.01% | 527 |
|
|
2021
Q3 | $270K | Buy |
+4,195
| New | +$270K | ﹤0.01% | 536 |
|
|
2021
Q2 | – | Sell |
-7,913
| Closed | -$474K | – | 685 |
|
|
2021
Q1 | $474K | Buy |
+7,913
| New | +$474K | ﹤0.01% | 310 |
|
|
2020
Q3 | – | Sell |
-16,349
| Closed | -$679K | – | 304 |
|
|
2020
Q2 | $679K | Buy |
+16,349
| New | +$679K | 0.01% | 316 |
|