EF
Empirical Finance’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Buy |
8,121
+51
| +0.6% | +$4.05K | 0.03% | 382 |
|
|
2025
Q1 | $681K | Buy |
8,070
+297
| +4% | +$25.1K | 0.04% | 353 |
|
|
2024
Q4 | $602K | Sell |
7,773
-102
| -1% | -$7.9K | 0.03% | 370 |
|
|
2024
Q3 | $676K | Buy |
7,875
+142
| +2% | +$12.2K | 0.04% | 355 |
|
|
2024
Q2 | $607K | Sell |
7,733
-753
| -9% | -$59.1K | 0.04% | 357 |
|
|
2024
Q1 | $732K | Buy |
8,486
+265
| +3% | +$22.9K | 0.05% | 335 |
|
|
2023
Q4 | $647K | Buy |
8,221
+13
| +0.2% | +$1.02K | 0.05% | 344 |
|
|
2023
Q3 | $592K | Buy |
8,208
+691
| +9% | +$49.8K | 0.04% | 339 |
|
|
2023
Q2 | $570K | Buy |
7,517
+761
| +11% | +$57.7K | 0.04% | 332 |
|
|
2023
Q1 | $502K | Buy |
6,756
+255
| +4% | +$19K | 0.05% | 349 |
|
|
2022
Q4 | $546K | Buy |
6,501
+457
| +8% | +$38.4K | 0.06% | 315 |
|
|
2022
Q3 | $436K | Buy |
6,044
+922
| +18% | +$66.5K | 0.05% | 318 |
|
|
2022
Q2 | $342K | Buy |
5,122
+260
| +5% | +$17.4K | 0.04% | 367 |
|
|
2022
Q1 | $357K | Buy |
4,862
+504
| +12% | +$37K | 0.04% | 380 |
|
|
2021
Q4 | $315K | Buy |
4,358
+1,130
| +35% | +$81.7K | 0.04% | 399 |
|
|
2021
Q3 | $208K | Buy |
+3,228
| New | +$208K | 0.03% | 410 |
|
|
2017
Q1 | – | Sell |
-130
| Closed | -$8K | – | 441 |
|
|
2016
Q4 | $8K | Buy |
+130
| New | +$8K | 0.01% | 432 |
|