Erste Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
7,065
+2,665
| +61% | +$211K | ﹤0.01% | 609 |
|
|
2025
Q1 | $365K | Hold |
4,400
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $342K | Buy |
4,400
+200
| +5% | +$15.5K | ﹤0.01% | 465 |
|
|
2024
Q3 | $362K | Sell |
4,200
-700
| -14% | -$60.3K | ﹤0.01% | 459 |
|
|
2024
Q2 | $389K | Hold |
4,900
| – | – | 0.01% | 435 |
|
|
2024
Q1 | $422K | Hold |
4,900
| – | – | 0.01% | 439 |
|
|
2023
Q4 | $388K | Hold |
4,900
| – | – | 0.01% | 446 |
|
|
2023
Q3 | $356K | Hold |
4,900
| – | – | 0.01% | 442 |
|
|
2023
Q2 | $370K | Hold |
4,900
| – | – | 0.01% | 447 |
|
|
2023
Q1 | $363K | Hold |
4,900
| – | – | 0.01% | 456 |
|
|
2022
Q4 | $419K | Sell |
4,900
-1,800
| -27% | -$154K | 0.01% | 438 |
|
|
2022
Q3 | $479K | Buy |
6,700
+900
| +16% | +$64.3K | 0.01% | 427 |
|
|
2022
Q2 | $391K | Sell |
5,800
-1,400
| -19% | -$94.3K | 0.01% | 452 |
|
|
2022
Q1 | $537K | Hold |
7,200
| – | – | 0.01% | 430 |
|
|
2021
Q4 | $520K | Hold |
7,200
| – | – | 0.01% | 423 |
|
|
2021
Q3 | $471K | Hold |
7,200
| – | – | 0.01% | 423 |
|
|
2021
Q2 | $453K | Hold |
7,200
| – | – | 0.01% | 426 |
|
|
2021
Q1 | $437K | Hold |
7,200
| – | – | 0.01% | 395 |
|
|
2020
Q4 | $348K | Buy |
+7,200
| New | +$348K | 0.01% | 417 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 719 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 726 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 762 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 813 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 804 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 777 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 780 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 764 |
|