Enterprise Financial Services Corp (EFSC)’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,858
| Closed | -$1.09M | – | 433 |
|
|
2021
Q3 | $1.09M | Buy |
16,858
+16,685
| +9,645% | +$1.07M | 0.14% | 128 |
|
|
2021
Q2 | $11K | Buy |
173
+22
| +15% | +$1.4K | ﹤0.01% | 732 |
|
|
2021
Q1 | $9K | Sell |
151
-158
| -51% | -$9.42K | ﹤0.01% | 798 |
|
|
2020
Q4 | $15K | Buy |
309
+2
| +0.7% | +$97 | ﹤0.01% | 628 |
|
|
2020
Q3 | $12K | Buy |
307
+2
| +0.7% | +$78 | ﹤0.01% | 657 |
|
|
2020
Q2 | $12K | Sell |
305
-13
| -4% | -$511 | ﹤0.01% | 658 |
|
|
2020
Q1 | $10K | Buy |
318
+62
| +24% | +$1.95K | ﹤0.01% | 647 |
|
|
2019
Q4 | $14K | Sell |
256
-16
| -6% | -$875 | ﹤0.01% | 662 |
|
|
2019
Q3 | $16K | Buy |
272
+8
| +3% | +$471 | ﹤0.01% | 617 |
|
|
2019
Q2 | $15K | Buy |
264
+20
| +8% | +$1.14K | ﹤0.01% | 649 |
|
|
2019
Q1 | $12K | Buy |
244
+128
| +110% | +$6.3K | ﹤0.01% | 707 |
|
|
2018
Q4 | $5K | Sell |
116
-91
| -44% | -$3.92K | ﹤0.01% | 663 |
|
|
2018
Q3 | $12K | Sell |
207
-203
| -50% | -$11.8K | 0.01% | 549 |
|
|
2018
Q2 | $22K | Hold |
410
| – | – | 0.01% | 434 |
|
|
2018
Q1 | $25K | Sell |
410
-62
| -13% | -$3.78K | 0.01% | 423 |
|
|
2017
Q4 | $33K | Sell |
472
-100
| -17% | -$6.99K | 0.02% | 358 |
|
|
2017
Q3 | $37K | Hold |
572
| – | – | 0.02% | 331 |
|
|
2017
Q2 | $37K | Buy |
572
+125
| +28% | +$8.09K | 0.02% | 328 |
|
|
2017
Q1 | $28K | Hold |
447
| – | – | 0.01% | 391 |
|
|
2016
Q4 | $26K | Buy |
447
+216
| +94% | +$12.6K | 0.01% | 386 |
|
|
2016
Q3 | $12K | Hold |
231
| – | – | 0.01% | 524 |
|
|
2016
Q2 | $9K | Hold |
231
| – | – | 0.01% | 573 |
|
|
2016
Q1 | $9K | Sell |
231
-37
| -14% | -$1.44K | 0.01% | 568 |
|
|
2015
Q4 | $12K | Hold |
268
| – | – | 0.01% | 521 |
|
|
2015
Q3 | $13K | Hold |
268
| – | – | 0.01% | 485 |
|
|
2015
Q2 | $14K | Sell |
268
-196
| -42% | -$10.2K | 0.01% | 485 |
|
|
2015
Q1 | $24K | Hold |
464
| – | – | 0.01% | 385 |
|
|
2014
Q4 | $24K | Hold |
464
| – | – | 0.01% | 392 |
|
|
2014
Q3 | $24K | Sell |
464
-114
| -20% | -$5.9K | 0.02% | 391 |
|
|
2014
Q2 | $29K | Hold |
578
| – | – | 0.02% | 368 |
|
|
2014
Q1 | $27K | Sell |
578
-899
| -61% | -$42K | 0.02% | 364 |
|
|
2013
Q4 | $73K | Hold |
1,477
| – | – | 0.04% | 200 |
|
|
2013
Q3 | $63K | Buy |
1,477
+1,055
| +250% | +$45K | 0.04% | 205 |
|
|
2013
Q2 | $16K | Buy |
+422
| New | +$16K | 0.01% | 369 |
|