Equitable Holdings’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
8,138
+112
| +1% | +$8.9K | 0.01% | 930 |
|
|
2025
Q1 | $677K | Buy |
8,026
+35
| +0.4% | +$2.95K | 0.01% | 831 |
|
|
2024
Q4 | $619K | Buy |
7,991
+204
| +3% | +$15.8K | 0.01% | 816 |
|
|
2024
Q3 | $669K | Buy |
7,787
+1,977
| +34% | +$170K | 0.01% | 797 |
|
|
2024
Q2 | $456K | Buy |
5,810
+50
| +0.9% | +$3.92K | ﹤0.01% | 865 |
|
|
2024
Q1 | $497K | Sell |
5,760
-99
| -2% | -$8.55K | 0.01% | 807 |
|
|
2023
Q4 | $461K | Sell |
5,859
-131
| -2% | -$10.3K | 0.01% | 801 |
|
|
2023
Q3 | $432K | Buy |
5,990
+569
| +10% | +$41K | 0.01% | 767 |
|
|
2023
Q2 | $411K | Buy |
5,421
+38
| +0.7% | +$2.88K | 0.01% | 759 |
|
|
2023
Q1 | $400K | Buy |
5,383
+304
| +6% | +$22.6K | 0.01% | 711 |
|
|
2022
Q4 | $426K | Buy |
5,079
+1
| +0% | +$84 | 0.01% | 654 |
|
|
2022
Q3 | $366K | Buy |
5,078
+40
| +0.8% | +$2.88K | 0.01% | 635 |
|
|
2022
Q2 | $336K | Buy |
5,038
+1
| +0% | +$67 | 0.01% | 652 |
|
|
2022
Q1 | $370K | Buy |
5,037
+1,501
| +42% | +$110K | 0.01% | 652 |
|
|
2021
Q4 | $256K | Buy |
3,536
+286
| +9% | +$20.7K | ﹤0.01% | 757 |
|
|
2021
Q3 | $209K | Buy |
3,250
+1
| +0% | +$64 | ﹤0.01% | 795 |
|
|
2021
Q2 | $205K | Buy |
+3,249
| New | +$205K | ﹤0.01% | 783 |
|