Impax Asset Management Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
+13,450
| New | +$1.07M | 0.01% | 262 |
|
|
2024
Q1 | – | Sell |
-6,867
| Closed | -$540K | – | 350 |
|
|
2023
Q4 | $540K | Sell |
6,867
-11
| -0.2% | -$865 | ﹤0.01% | 338 |
|
|
2023
Q3 | $496K | Sell |
6,878
-14
| -0.2% | -$1.01K | ﹤0.01% | 335 |
|
|
2023
Q2 | $523K | Buy |
6,892
+54
| +0.8% | +$4.1K | ﹤0.01% | 338 |
|
|
2023
Q1 | $508K | Sell |
6,838
-1,860
| -21% | -$138K | ﹤0.01% | 332 |
|
|
2022
Q4 | $730K | Sell |
8,698
-6
| -0.1% | -$504 | ﹤0.01% | 288 |
|
|
2022
Q3 | $628K | Sell |
8,704
-191
| -2% | -$13.8K | ﹤0.01% | 303 |
|
|
2022
Q2 | $594K | Sell |
8,895
-286
| -3% | -$19.1K | ﹤0.01% | 310 |
|
|
2022
Q1 | $674K | Buy |
9,181
+9
| +0.1% | +$661 | ﹤0.01% | 321 |
|
|
2021
Q4 | $663K | Sell |
9,172
-296,564
| -97% | -$21.4M | ﹤0.01% | 329 |
|
|
2021
Q3 | $19.7M | Buy |
305,736
+1,273
| +0.4% | +$82K | 0.08% | 122 |
|
|
2021
Q2 | $19.2M | Buy |
304,463
+6,951
| +2% | +$439K | 0.08% | 120 |
|
|
2021
Q1 | $17.8M | Sell |
297,512
-25,989
| -8% | -$1.56M | 0.09% | 115 |
|
|
2020
Q4 | $16M | Buy |
323,501
+57,010
| +21% | +$2.83M | 0.1% | 103 |
|
|
2020
Q3 | $10.7M | Buy |
266,491
+278
| +0.1% | +$11.2K | 0.09% | 114 |
|
|
2020
Q2 | $11.1M | Sell |
266,213
-5,494
| -2% | -$228K | 0.11% | 113 |
|
|
2020
Q1 | $8.52M | Buy |
271,707
+98,324
| +57% | +$3.08M | 0.11% | 112 |
|
|
2019
Q4 | $9.54M | Buy |
173,383
+26,001
| +18% | +$1.43M | 0.11% | 121 |
|
|
2019
Q3 | $8.42M | Buy |
147,382
+17,648
| +14% | +$1.01M | 0.11% | 124 |
|
|
2019
Q2 | $7.51M | Buy |
129,734
+4,549
| +4% | +$263K | 0.1% | 130 |
|
|
2019
Q1 | $6.28M | Buy |
125,185
+19,042
| +18% | +$956K | 0.09% | 139 |
|
|
2018
Q4 | $4.69M | Buy |
106,143
+11,972
| +13% | +$529K | 0.08% | 159 |
|
|
2018
Q3 | $5.52M | Buy |
+94,171
| New | +$5.52M | 0.08% | 158 |
|