Lombard Odier Asset Management (Switzerland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $3.81M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $279K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $459K | Buy |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $488K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $483K | Buy |
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|
2019
Q4 | $775K | Sell |
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|
2019
Q3 | $1.47M | Sell |
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|
2019
Q2 | $1.72M | Buy |
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|
2019
Q1 | $663K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.17M | Buy |
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|
2017
Q4 | $1.35M | Buy |
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|
2017
Q3 | $801K | Sell |
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|
2017
Q2 | $1.86M | Sell |
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|
2017
Q1 | $1.89M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $502K | Hold |
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|
2015
Q1 | $507K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.27M | Buy |
|