Institutional & Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $15.3K | Hold |
195
| – | – | ﹤0.01% | 371 |
|
|
2024
Q1 | $16.8K | Sell |
195
-64
| -25% | -$5.52K | ﹤0.01% | 348 |
|
|
2023
Q4 | $20.4K | Hold |
259
| – | – | ﹤0.01% | 314 |
|
|
2023
Q3 | $18.7K | Sell |
259
-3
| -1% | -$216 | ﹤0.01% | 311 |
|
|
2023
Q2 | $19.9K | Buy |
262
+3
| +1% | +$228 | ﹤0.01% | 313 |
|
|
2023
Q1 | $19.2K | Hold |
259
| – | – | ﹤0.01% | 313 |
|
|
2022
Q4 | $21.7K | Hold |
259
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $19K | Hold |
259
| – | – | ﹤0.01% | 318 |
|
|
2022
Q2 | $17K | Hold |
259
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $19K | Hold |
259
| – | – | ﹤0.01% | 356 |
|
|
2021
Q4 | $19K | Sell |
259
-1,100
| -81% | -$80.7K | ﹤0.01% | 377 |
|
|
2021
Q3 | $88K | Hold |
1,359
| – | – | 0.01% | 254 |
|
|
2021
Q2 | $86K | Sell |
1,359
-2,336
| -63% | -$148K | 0.01% | 262 |
|
|
2021
Q1 | $222K | Hold |
3,695
| – | – | 0.04% | 177 |
|
|
2020
Q4 | $183K | Hold |
3,695
| – | – | 0.04% | 190 |
|
|
2020
Q3 | $149K | Hold |
3,695
| – | – | 0.03% | 192 |
|
|
2020
Q2 | $153K | Hold |
3,695
| – | – | 0.03% | 195 |
|
|
2020
Q1 | $116K | Hold |
3,695
| – | – | 0.03% | 190 |
|
|
2019
Q4 | $203K | Hold |
3,695
| – | – | 0.04% | 166 |
|
|
2019
Q3 | $211K | Buy |
3,695
+107
| +3% | +$6.11K | 0.05% | 155 |
|
|
2019
Q2 | $208K | Hold |
3,588
| – | – | 0.05% | 163 |
|
|
2019
Q1 | $180K | Buy |
3,588
+600
| +20% | +$30.1K | 0.04% | 184 |
|
|
2018
Q4 | $132K | Hold |
2,988
| – | – | 0.03% | 199 |
|
|
2018
Q3 | $175K | Hold |
2,988
| – | – | 0.03% | 200 |
|
|
2018
Q2 | $158K | Buy |
2,988
+364
| +14% | +$19.2K | 0.03% | 204 |
|
|
2018
Q1 | $160K | Buy |
+2,624
| New | +$160K | 0.03% | 187 |
|