Lazard Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-60
| Closed | -$4K | – | 2508 |
|
|
2024
Q4 | $4K | Buy |
60
+32
| +114% | +$2.13K | ﹤0.01% | 2148 |
|
|
2024
Q3 | $2K | Sell |
28
-7
| -20% | -$500 | ﹤0.01% | 2095 |
|
|
2024
Q2 | $2K | Sell |
35
-8
| -19% | -$457 | ﹤0.01% | 2106 |
|
|
2024
Q1 | $3K | Sell |
43
-203
| -83% | -$14.2K | ﹤0.01% | 1923 |
|
|
2023
Q4 | $19K | Buy |
246
+6
| +3% | +$463 | ﹤0.01% | 2059 |
|
|
2023
Q3 | $17K | Hold |
240
| – | – | ﹤0.01% | 2118 |
|
|
2023
Q2 | $18K | Sell |
240
-11
| -4% | -$825 | ﹤0.01% | 2119 |
|
|
2023
Q1 | $18K | Sell |
251
-3
| -1% | -$215 | ﹤0.01% | 2072 |
|
|
2022
Q4 | $21K | Buy |
254
+6
| +2% | +$496 | ﹤0.01% | 2126 |
|
|
2022
Q3 | $17K | Buy |
248
+218
| +727% | +$14.9K | ﹤0.01% | 2111 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 2297 |
|
|
2022
Q1 | $2K | Sell |
30
-101
| -77% | -$6.73K | ﹤0.01% | 2254 |
|
|
2021
Q4 | $9K | Buy |
+131
| New | +$9K | ﹤0.01% | 2135 |
|
|
2021
Q1 | – | Sell |
-34,670
| Closed | -$1.72M | – | 1973 |
|
|
2020
Q4 | $1.72M | Buy |
34,670
+17,353
| +100% | +$860K | ﹤0.01% | 819 |
|
|
2020
Q3 | $697K | Sell |
17,317
-1,095
| -6% | -$44.1K | ﹤0.01% | 840 |
|
|
2020
Q2 | $764K | Buy |
18,412
+9,291
| +102% | +$386K | ﹤0.01% | 788 |
|
|
2020
Q1 | $284K | Hold |
9,121
| – | – | ﹤0.01% | 859 |
|
|
2019
Q4 | $500K | Hold |
9,121
| – | – | ﹤0.01% | 808 |
|
|
2019
Q3 | $520K | Buy |
9,121
+4,818
| +112% | +$275K | ﹤0.01% | 822 |
|
|
2019
Q2 | $248K | Buy |
4,303
+4,272
| +13,781% | +$246K | ﹤0.01% | 1004 |
|
|
2019
Q1 | $1K | Sell |
31
-30,243
| -100% | -$976K | ﹤0.01% | 1134 |
|
|
2018
Q4 | $1.34M | Buy |
+30,274
| New | +$1.34M | ﹤0.01% | 681 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1037 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1004 |
|
|
2016
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 983 |
|