Kayne Anderson Rudnick Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635 | Hold |
8
| – | – | ﹤0.01% | 970 |
|
|
2025
Q1 | $675 | Hold |
8
| – | – | ﹤0.01% | 888 |
|
|
2024
Q4 | $619 | Hold |
8
| – | – | ﹤0.01% | 926 |
|
|
2024
Q3 | $687 | Hold |
8
| – | – | ﹤0.01% | 911 |
|
|
2024
Q2 | $628 | Sell |
8
-6
| -43% | -$471 | ﹤0.01% | 896 |
|
|
2024
Q1 | $1.21K | Hold |
14
| – | – | ﹤0.01% | 825 |
|
|
2023
Q4 | $1.1K | Sell |
14
-1
| -7% | -$79 | ﹤0.01% | 815 |
|
|
2023
Q3 | $1.08K | Hold |
15
| – | – | ﹤0.01% | 733 |
|
|
2023
Q2 | $1.14K | Buy |
+15
| New | +$1.14K | ﹤0.01% | 734 |
|
|
2022
Q4 | – | Sell |
-486
| Closed | -$35K | – | 691 |
|
|
2022
Q3 | $35K | Hold |
486
| – | – | ﹤0.01% | 497 |
|
|
2022
Q2 | $32K | Hold |
486
| – | – | ﹤0.01% | 493 |
|
|
2022
Q1 | $36K | Hold |
486
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $35K | Hold |
486
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $31K | Hold |
486
| – | – | ﹤0.01% | 488 |
|
|
2021
Q2 | $31K | Hold |
486
| – | – | ﹤0.01% | 489 |
|
|
2021
Q1 | $29K | Hold |
486
| – | – | ﹤0.01% | 485 |
|
|
2020
Q4 | $24K | Buy |
+486
| New | +$24K | ﹤0.01% | 472 |
|
|
2020
Q2 | – | Sell |
-1,893
| Closed | -$59K | – | 607 |
|
|
2020
Q1 | $59K | Sell |
1,893
-87,036
| -98% | -$2.71M | ﹤0.01% | 388 |
|
|
2019
Q4 | $4.89M | Buy |
+88,929
| New | +$4.89M | 0.02% | 227 |
|