Ethic Inc’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 | $2.74M | Buy |
34,581
+3,528
| +11% | +$279K | 0.05% | 361 |
|
|
2025
Q1 | $2.64M | Sell |
31,053
-6,912
| -18% | -$589K | 0.05% | 346 |
|
|
2024
Q4 | $2.94M | Sell |
37,965
-9,341
| -20% | -$723K | 0.06% | 323 |
|
|
2024
Q3 | $4.08M | Buy |
47,306
+3,440
| +8% | +$297K | 0.1% | 229 |
|
|
2024
Q2 | $3.44M | Sell |
43,866
-3,440
| -7% | -$270K | 0.08% | 265 |
|
|
2024
Q1 | $4.08M | Buy |
47,306
+692
| +1% | +$59.7K | 0.1% | 229 |
|
|
2023
Q4 | $3.67M | Buy |
46,614
+2,757
| +6% | +$217K | 0.11% | 219 |
|
|
2023
Q3 | $3.16M | Buy |
43,857
+3,165
| +8% | +$228K | 0.11% | 222 |
|
|
2023
Q2 | $3.09M | Buy |
40,692
+3,142
| +8% | +$238K | 0.11% | 218 |
|
|
2023
Q1 | $2.79M | Sell |
37,550
-148
| -0.4% | -$11K | 0.11% | 221 |
|
|
2022
Q4 | $3.16M | Buy |
37,698
+8,004
| +27% | +$672K | 0.17% | 155 |
|
|
2022
Q3 | $2.14M | Sell |
29,694
-5,200
| -15% | -$375K | 0.15% | 173 |
|
|
2022
Q2 | $2.33M | Buy |
34,894
+3,213
| +10% | +$215K | 0.16% | 159 |
|
|
2022
Q1 | $2.33M | Buy |
31,681
+3,583
| +13% | +$263K | 0.16% | 159 |
|
|
2021
Q4 | $2.03M | Buy |
28,098
+8,451
| +43% | +$611K | 0.16% | 159 |
|
|
2021
Q3 | $1.27M | Buy |
19,647
+2,662
| +16% | +$171K | 0.13% | 193 |
|
|
2021
Q2 | $1.07M | Buy |
16,985
+4,802
| +39% | +$303K | 0.13% | 200 |
|
|
2021
Q1 | $731K | Buy |
12,183
+6,249
| +105% | +$375K | 0.13% | 199 |
|
|
2020
Q4 | $294K | Buy |
+5,934
| New | +$294K | 0.08% | 304 |
|