MAI Capital 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 | $1.64M | Buy |
20,603
+33
| +0.2% | +$2.62K | 0.01% | 523 |
|
|
2025
Q1 | $1.74M | Sell |
20,570
-98
| -0.5% | -$8.27K | 0.01% | 494 |
|
|
2024
Q4 | $1.6M | Buy |
20,668
+3,057
| +17% | +$237K | 0.01% | 507 |
|
|
2024
Q3 | $1.51M | Sell |
17,611
-4,934
| -22% | -$424K | 0.01% | 445 |
|
|
2024
Q2 | $1.77M | Buy |
22,545
+81
| +0.4% | +$6.35K | 0.02% | 427 |
|
|
2024
Q1 | $1.94M | Buy |
22,464
+15,788
| +236% | +$1.36M | 0.02% | 399 |
|
|
2023
Q4 | $525K | Buy |
6,676
+1,511
| +29% | +$119K | 0.01% | 667 |
|
|
2023
Q3 | $372K | Sell |
5,165
-145
| -3% | -$10.5K | 0.01% | 717 |
|
|
2023
Q2 | $403K | Sell |
5,310
-1,074
| -17% | -$81.4K | 0.01% | 703 |
|
|
2023
Q1 | $474K | Sell |
6,384
-6,399
| -50% | -$476K | 0.01% | 642 |
|
|
2022
Q4 | $1.07M | Buy |
12,783
+7,655
| +149% | +$642K | 0.02% | 393 |
|
|
2022
Q3 | $370K | Buy |
+5,128
| New | +$370K | 0.01% | 622 |
|