EI
PFG icon

Ellevest Inc’s Principal Financial Group PFG Stock Holding History

Ellevest Inc’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,860
Closed -$246K – 452
2024
Q3 		$246K Sell
2,860
-643
-18% -$51.9K 0.01% 363
2024
Q2 		$275K Sell
3,503
-1,475
-30% -$120K 0.02% 328
2024
Q1 		$430K Buy
4,978
+424
+9% +$34K 0.03% 241
2023
Q4 		$358K Sell
4,554
-90
-2% -$6.52K 0.02% 259
2023
Q3 		$335K Buy
4,644
+149
+3% +$11.6K 0.03% 244
2023
Q2 		$341K Sell
4,495
-5
-0.1% -$360 0.03% 243
2023
Q1 		$334K Sell
4,500
-742
-14% -$63K 0.03% 219
2022
Q4 		$440K Buy
5,242
+150
+3% +$12.9K 0.04% 147
2022
Q3 		$367K Sell
5,092
-392
-7% -$28.2K 0.03% 146
2022
Q2 		$366K Sell
5,484
-108
-2% -$7.6K 0.03% 154
2022
Q1 		$411K Buy
5,592
+678
+14% +$49.1K 0.03% 168
2021
Q4 		$355K Buy
4,914
+834
+20% +$58.2K 0.03% 176
2021
Q3 		$263K Buy
4,080
+629
+18% +$40.4K 0.03% 225
2021
Q2 		$218K Buy
3,451
+206
+6% +$13.2K 0.02% 243
2021
Q1 		$195K Buy
3,245
+559
+21% +$31.2K 0.02% 228
2020
Q4 		$133K Buy
2,686
+995
+59% +$45.6K 0.02% 254
2020
Q3 		$68K Buy
1,691
+948
+128% +$40.4K 0.01% 327
2020
Q2 		$31K Buy
743
+640
+621% +$23.3K 0.01% 423
2020
Q1 		$3K Buy
103
+74
+255% +$3.5K ﹤0.01% 717
2019
Q4 		$2K Buy
+29
New +$1.59K ﹤0.01% 689

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