Farmers & Merchants Investments 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 | $231K | Sell |
2,905
-718
| -20% | -$57K | 0.01% | 294 |
|
|
2025
Q1 | $306K | Sell |
3,623
-514
| -12% | -$43.4K | 0.01% | 269 |
|
|
2024
Q4 | $320K | Sell |
4,137
-393
| -9% | -$30.4K | 0.01% | 271 |
|
|
2024
Q3 | $389K | Buy |
4,530
+834
| +23% | +$71.6K | 0.01% | 255 |
|
|
2024
Q2 | $290K | Hold |
3,696
| – | – | 0.01% | 271 |
|
|
2024
Q1 | $319K | Hold |
3,696
| – | – | 0.01% | 255 |
|
|
2023
Q4 | $291K | Sell |
3,696
-812
| -18% | -$63.9K | 0.01% | 257 |
|
|
2023
Q3 | $325K | Buy |
4,508
+170
| +4% | +$12.3K | 0.01% | 248 |
|
|
2023
Q2 | $329K | Hold |
4,338
| – | – | 0.01% | 250 |
|
|
2023
Q1 | $322K | Hold |
4,338
| – | – | 0.01% | 249 |
|
|
2022
Q4 | $364K | Sell |
4,338
-628
| -13% | -$52.7K | 0.02% | 252 |
|
|
2022
Q3 | $358K | Buy |
4,966
+31
| +0.6% | +$2.24K | 0.02% | 251 |
|
|
2022
Q2 | $330K | Buy |
4,935
+220
| +5% | +$14.7K | 0.01% | 251 |
|
|
2022
Q1 | $346K | Sell |
4,715
-240
| -5% | -$17.6K | 0.01% | 255 |
|
|
2021
Q4 | $358K | Buy |
4,955
+905
| +22% | +$65.4K | 0.01% | 256 |
|
|
2021
Q3 | $261K | Sell |
4,050
-35
| -0.9% | -$2.26K | 0.01% | 264 |
|
|
2021
Q2 | $258K | Hold |
4,085
| – | – | 0.01% | 228 |
|
|
2021
Q1 | $245K | Hold |
4,085
| – | – | 0.01% | 226 |
|
|
2020
Q4 | $203K | Sell |
4,085
-294
| -7% | -$14.6K | 0.01% | 225 |
|
|
2020
Q3 | $176K | Buy |
4,379
+150
| +4% | +$6.03K | 0.01% | 230 |
|
|
2020
Q2 | $176K | Buy |
4,229
+10
| +0.2% | +$416 | 0.01% | 228 |
|
|
2020
Q1 | $132K | Sell |
4,219
-1,673
| -28% | -$52.3K | 0.01% | 229 |
|
|
2019
Q4 | $324K | Sell |
5,892
-440
| -7% | -$24.2K | 0.02% | 203 |
|
|
2019
Q3 | $362K | Buy |
6,332
+5
| +0.1% | +$286 | 0.02% | 200 |
|
|
2019
Q2 | $366K | Buy |
6,327
+1,244
| +24% | +$72K | 0.02% | 201 |
|
|
2019
Q1 | $255K | Sell |
5,083
-383
| -7% | -$19.2K | 0.02% | 211 |
|
|
2018
Q4 | $241K | Sell |
5,466
-137
| -2% | -$6.04K | 0.02% | 205 |
|
|
2018
Q3 | $328K | Sell |
5,603
-222
| -4% | -$13K | 0.02% | 197 |
|
|
2018
Q2 | $308K | Sell |
5,825
-250
| -4% | -$13.2K | 0.02% | 205 |
|
|
2018
Q1 | $370K | Sell |
6,075
-458
| -7% | -$27.9K | 0.03% | 199 |
|
|
2017
Q4 | $461K | Buy |
6,533
+481
| +8% | +$33.9K | 0.03% | 197 |
|
|
2017
Q3 | $389K | Buy |
6,052
+557
| +10% | +$35.8K | 0.03% | 201 |
|
|
2017
Q2 | $352K | Buy |
5,495
+1,892
| +53% | +$121K | 0.03% | 208 |
|
|
2017
Q1 | $227K | Sell |
3,603
-555
| -13% | -$35K | 0.02% | 225 |
|
|
2016
Q4 | $241K | Buy |
4,158
+1,179
| +40% | +$68.3K | 0.02% | 231 |
|
|
2016
Q3 | $153K | Hold |
2,979
| – | – | 0.02% | 227 |
|
|
2016
Q2 | $122K | Hold |
2,979
| – | – | 0.01% | 227 |
|
|
2016
Q1 | $118K | Sell |
2,979
-393
| -12% | -$15.6K | 0.01% | 226 |
|
|
2015
Q4 | $152K | Sell |
3,372
-257
| -7% | -$11.6K | 0.02% | 228 |
|
|
2015
Q3 | $172K | Buy |
3,629
+434
| +14% | +$20.6K | 0.02% | 208 |
|
|
2015
Q2 | $164K | Sell |
3,195
-263
| -8% | -$13.5K | 0.02% | 216 |
|
|
2015
Q1 | $178K | Hold |
3,458
| – | – | 0.02% | 207 |
|
|
2014
Q4 | $180K | Buy |
3,458
+237
| +7% | +$12.3K | 0.02% | 205 |
|
|
2014
Q3 | $169K | Hold |
3,221
| – | – | 0.02% | 209 |
|
|
2014
Q2 | $163K | Sell |
3,221
-543
| -14% | -$27.5K | 0.02% | 210 |
|
|
2014
Q1 | $173K | Hold |
3,764
| – | – | 0.02% | 212 |
|
|
2013
Q4 | $186K | Sell |
3,764
-927
| -20% | -$45.8K | 0.03% | 208 |
|
|
2013
Q3 | $201K | Hold |
4,691
| – | – | 0.03% | 197 |
|
|
2013
Q2 | $176K | Buy |
+4,691
| New | +$176K | 0.03% | 206 |
|