Marquette Asset 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 | $13.3K | Sell |
168
-5,534
| -97% | -$440K | ﹤0.01% | 109 |
|
|
2025
Q1 | $481K | Hold |
5,702
| – | – | 0.08% | 33 |
|
|
2024
Q4 | $441K | Hold |
5,702
| – | – | 0.07% | 44 |
|
|
2024
Q3 | $490K | Hold |
5,702
| – | – | 0.08% | 47 |
|
|
2024
Q2 | $447K | Sell |
5,702
-360
| -6% | -$28.2K | 0.08% | 47 |
|
|
2024
Q1 | $523K | Hold |
6,062
| – | – | 0.09% | 41 |
|
|
2023
Q4 | $477K | Sell |
6,062
-200
| -3% | -$15.7K | 0.09% | 45 |
|
|
2023
Q3 | $451K | Buy |
6,262
+5,534
| +760% | +$399K | 0.11% | 43 |
|
|
2023
Q2 | $55.2K | Hold |
728
| – | – | 0.01% | 143 |
|
|
2023
Q1 | $54.1K | Buy |
728
+360
| +98% | +$26.8K | 0.01% | 144 |
|
|
2022
Q4 | $30.9K | Hold |
368
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $27K | Hold |
368
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $25K | Hold |
368
| – | – | 0.01% | 195 |
|
|
2022
Q1 | $27K | Hold |
368
| – | – | 0.01% | 218 |
|
|
2021
Q4 | $27K | Hold |
368
| – | – | 0.01% | 211 |
|
|
2021
Q3 | $24K | Hold |
368
| – | – | 0.01% | 215 |
|
|
2021
Q2 | $23K | Hold |
368
| – | – | 0.01% | 203 |
|
|
2021
Q1 | $22K | Buy |
368
+200
| +119% | +$12K | 0.01% | 195 |
|
|
2020
Q4 | $8K | Hold |
168
| – | – | ﹤0.01% | 221 |
|
|
2020
Q3 | $7K | Hold |
168
| – | – | ﹤0.01% | 212 |
|
|
2020
Q2 | $7K | Hold |
168
| – | – | ﹤0.01% | 231 |
|
|
2020
Q1 | $5K | Hold |
168
| – | – | ﹤0.01% | 231 |
|
|
2019
Q4 | $9K | Hold |
168
| – | – | ﹤0.01% | 220 |
|
|
2019
Q3 | $10K | Hold |
168
| – | – | ﹤0.01% | 241 |
|
|
2019
Q2 | $10K | Hold |
168
| – | – | ﹤0.01% | 237 |
|
|
2019
Q1 | $8K | Buy |
+168
| New | +$8K | ﹤0.01% | 261 |
|