Institutional & Family Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $15.3K | Hold |
195
| – | – | ﹤0.01% | 373 |
|
|
2024
Q1 | $16.8K | Sell |
195
-64
| -25% | -$5.14K | ﹤0.01% | 350 |
|
|
2023
Q4 | $20.4K | Hold |
259
| – | – | ﹤0.01% | 316 |
|
|
2023
Q3 | $18.7K | Sell |
259
-3
| -1% | -$233 | ﹤0.01% | 312 |
|
|
2023
Q2 | $19.9K | Buy |
262
+3
| +1% | +$216 | ﹤0.01% | 314 |
|
|
2023
Q1 | $19.2K | Hold |
259
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $21.7K | Hold |
259
| – | – | ﹤0.01% | 297 |
|
|
2022
Q3 | $19K | Hold |
259
| – | – | ﹤0.01% | 319 |
|
|
2022
Q2 | $17K | Hold |
259
| – | – | ﹤0.01% | 336 |
|
|
2022
Q1 | $19K | Hold |
259
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $19K | Sell |
259
-1,100
| -81% | -$76.8K | ﹤0.01% | 378 |
|
|
2021
Q3 | $88K | Hold |
1,359
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $86K | Sell |
1,359
-2,336
| -63% | -$149K | 0.01% | 263 |
|
|
2021
Q1 | $222K | Hold |
3,695
| – | – | 0.04% | 178 |
|
|
2020
Q4 | $183K | Hold |
3,695
| – | – | 0.04% | 191 |
|
|
2020
Q3 | $149K | Hold |
3,695
| – | – | 0.03% | 194 |
|
|
2020
Q2 | $153K | Hold |
3,695
| – | – | 0.03% | 196 |
|
|
2020
Q1 | $116K | Hold |
3,695
| – | – | 0.03% | 192 |
|
|
2019
Q4 | $203K | Hold |
3,695
| – | – | 0.04% | 167 |
|
|
2019
Q3 | $211K | Buy |
3,695
+107
| +3% | +$6.02K | 0.05% | 156 |
|
|
2019
Q2 | $208K | Hold |
3,588
| – | – | 0.05% | 164 |
|
|
2019
Q1 | $180K | Buy |
3,588
+600
| +20% | +$29.7K | 0.04% | 185 |
|
|
2018
Q4 | $132K | Hold |
2,988
| – | – | 0.03% | 200 |
|
|
2018
Q3 | $175K | Hold |
2,988
| – | – | 0.03% | 201 |
|
|
2018
Q2 | $158K | Buy |
2,988
+364
| +14% | +$21.1K | 0.03% | 205 |
|
|
2018
Q1 | $160K | Buy |
+2,624
| New | +$173K | 0.03% | 188 |
|
Other funds holding PFG
NLI
