LMR Partners’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 | – | Sell |
-5,342
| Closed | -$451K | – | 1054 |
|
|
2025
Q1 | $451K | Sell |
5,342
-3,653
| -41% | -$308K | ﹤0.01% | 521 |
|
|
2024
Q4 | $696K | Buy |
+8,995
| New | +$696K | 0.01% | 431 |
|
|
2023
Q2 | – | Sell |
-19,660
| Closed | -$1.46M | – | 952 |
|
|
2023
Q1 | $1.46M | Sell |
19,660
-20,661
| -51% | -$1.54M | 0.02% | 504 |
|
|
2022
Q4 | $3.38M | Buy |
40,321
+20,277
| +101% | +$1.7M | 0.06% | 351 |
|
|
2022
Q3 | $1.45M | Buy |
20,044
+12,201
| +156% | +$880K | 0.03% | 616 |
|
|
2022
Q2 | $524K | Buy |
7,843
+1,051
| +15% | +$70.2K | 0.01% | 893 |
|
|
2022
Q1 | $499K | Buy |
+6,792
| New | +$499K | 0.01% | 960 |
|
|
2020
Q3 | – | Sell |
-32,085
| Closed | -$1.33M | – | 584 |
|
|
2020
Q2 | $1.33M | Buy |
+32,085
| New | +$1.33M | 0.03% | 319 |
|
|
2018
Q4 | – | Sell |
-9,390
| Closed | -$550K | – | 452 |
|
|
2018
Q3 | $550K | Buy |
+9,390
| New | +$550K | 0.04% | 177 |
|
|
2017
Q4 | – | Sell |
-3,721
| Closed | -$239K | – | 386 |
|
|
2017
Q3 | $239K | Sell |
3,721
-22,164
| -86% | -$1.42M | 0.03% | 256 |
|
|
2017
Q2 | $1.66M | Buy |
25,885
+17,938
| +226% | +$1.15M | 0.1% | 202 |
|
|
2017
Q1 | $501K | Sell |
7,947
-23,972
| -75% | -$1.51M | 0.05% | 219 |
|
|
2016
Q4 | $1.85M | Buy |
+31,919
| New | +$1.85M | 0.28% | 74 |
|
|
2015
Q3 | – | Sell |
-6,222
| Closed | -$319K | – | 443 |
|
|
2015
Q2 | $319K | Buy |
+6,222
| New | +$319K | 0.04% | 359 |
|
|
2015
Q1 | – | Sell |
-16,920
| Closed | -$879K | – | 435 |
|
|
2014
Q4 | $879K | Buy |
+16,920
| New | +$879K | 0.11% | 221 |
|