IFM Investors’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 | $3.89M | Buy |
49,024
+3,210
| +7% | +$255K | 0.04% | 400 |
|
|
2025
Q1 | $3.87M | Hold |
45,814
| – | – | 0.04% | 383 |
|
|
2024
Q4 | $3.55M | Sell |
45,814
-4,760
| -9% | -$368K | 0.04% | 412 |
|
|
2024
Q3 | $4.34M | Sell |
50,574
-959
| -2% | -$82.4K | 0.04% | 384 |
|
|
2024
Q2 | $4.04M | Sell |
51,533
-645
| -1% | -$50.6K | 0.04% | 382 |
|
|
2024
Q1 | $4.5M | Hold |
52,178
| – | – | 0.05% | 348 |
|
|
2023
Q4 | $4.11M | Sell |
52,178
-2,204
| -4% | -$173K | 0.05% | 342 |
|
|
2023
Q3 | $3.92M | Buy |
54,382
+2,770
| +5% | +$200K | 0.05% | 341 |
|
|
2023
Q2 | $3.91M | Buy |
51,612
+973
| +2% | +$73.8K | 0.05% | 353 |
|
|
2023
Q1 | $3.76M | Buy |
50,639
+685
| +1% | +$50.9K | 0.06% | 336 |
|
|
2022
Q4 | $4.19M | Hold |
49,954
| – | – | 0.07% | 297 |
|
|
2022
Q3 | $3.6M | Hold |
49,954
| – | – | 0.07% | 309 |
|
|
2022
Q2 | $3.34M | Buy |
49,954
+1,940
| +4% | +$130K | 0.06% | 325 |
|
|
2022
Q1 | $3.53M | Buy |
48,014
+6,903
| +17% | +$507K | 0.05% | 337 |
|
|
2021
Q4 | $2.97M | Sell |
41,111
-224
| -0.5% | -$16.2K | 0.05% | 344 |
|
|
2021
Q3 | $2.66M | Hold |
41,335
| – | – | 0.06% | 351 |
|
|
2021
Q2 | $2.61M | Buy |
41,335
+8,963
| +28% | +$566K | 0.05% | 366 |
|
|
2021
Q1 | $1.94M | Buy |
32,372
+6,138
| +23% | +$368K | 0.05% | 363 |
|
|
2020
Q4 | $1.3M | Buy |
26,234
+2,994
| +13% | +$148K | 0.04% | 435 |
|
|
2020
Q3 | $936K | Buy |
23,240
+3,120
| +16% | +$126K | 0.04% | 417 |
|
|
2020
Q2 | $836K | Sell |
20,120
-9,197
| -31% | -$382K | 0.04% | 400 |
|
|
2020
Q1 | $974K | Sell |
29,317
-1,090
| -4% | -$36.2K | 0.04% | 384 |
|
|
2019
Q4 | $1.67M | Sell |
30,407
-2,281
| -7% | -$125K | 0.06% | 332 |
|
|
2019
Q3 | $1.87M | Buy |
32,688
+12,568
| +62% | +$718K | 0.07% | 298 |
|
|
2019
Q2 | $1.17M | Hold |
20,120
| – | – | 0.07% | 305 |
|
|
2019
Q1 | $1.01M | Buy |
20,120
+2,540
| +14% | +$128K | 0.06% | 322 |
|
|
2018
Q4 | $777K | Buy |
17,580
+1,255
| +8% | +$55.5K | 0.06% | 317 |
|
|
2018
Q3 | $956K | Buy |
16,325
+2,103
| +15% | +$123K | 0.07% | 286 |
|
|
2018
Q2 | $753K | Buy |
14,222
+4,318
| +44% | +$229K | 0.07% | 299 |
|
|
2018
Q1 | $603K | Buy |
9,904
+454
| +5% | +$27.6K | 0.09% | 255 |
|
|
2017
Q4 | $667K | Hold |
9,450
| – | – | 0.11% | 215 |
|
|
2017
Q3 | $608K | Buy |
9,450
+690
| +8% | +$44.4K | 0.1% | 229 |
|
|
2017
Q2 | $561K | Buy |
8,760
+1,936
| +28% | +$124K | 0.1% | 236 |
|
|
2017
Q1 | $431K | Buy |
6,824
+2,240
| +49% | +$141K | 0.11% | 219 |
|
|
2016
Q4 | $265K | Buy |
+4,584
| New | +$265K | 0.12% | 217 |
|