Martin Capital 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 | $816K | Buy |
10,278
+6,919
| +206% | +$549K | 0.32% | 48 |
|
|
2025
Q1 | $283K | Buy |
3,359
+612
| +22% | +$51.6K | 0.34% | 51 |
|
|
2024
Q4 | $213K | Sell |
2,747
-4,968
| -64% | -$385K | 0.25% | 55 |
|
|
2024
Q3 | $663K | Sell |
7,715
-2,975
| -28% | -$256K | 0.33% | 51 |
|
|
2024
Q2 | $839K | Sell |
10,690
-292
| -3% | -$22.9K | 0.34% | 47 |
|
|
2024
Q1 | $948K | Sell |
10,982
-106
| -1% | -$9.15K | 0.36% | 48 |
|
|
2023
Q4 | $872K | Buy |
11,088
+21
| +0.2% | +$1.65K | 0.36% | 48 |
|
|
2023
Q3 | $798K | Buy |
11,067
+32
| +0.3% | +$2.31K | 0.34% | 48 |
|
|
2023
Q2 | $837K | Buy |
11,035
+130
| +1% | +$9.86K | 0.34% | 51 |
|
|
2023
Q1 | $810K | Buy |
10,905
+348
| +3% | +$25.8K | 0.34% | 47 |
|
|
2022
Q4 | $886K | Sell |
10,557
-1,002
| -9% | -$84.1K | 0.37% | 47 |
|
|
2022
Q3 | $834K | Buy |
11,559
+1,290
| +13% | +$93.1K | 0.39% | 47 |
|
|
2022
Q2 | $686K | Buy |
10,269
+93
| +0.9% | +$6.21K | 0.33% | 45 |
|
|
2022
Q1 | $747K | Buy |
10,176
+611
| +6% | +$44.9K | 0.34% | 46 |
|
|
2021
Q4 | $692K | Buy |
9,565
+112
| +1% | +$8.1K | 0.33% | 48 |
|
|
2021
Q3 | $609K | Buy |
9,453
+104
| +1% | +$6.7K | 0.31% | 49 |
|
|
2021
Q2 | $591K | Buy |
9,349
+234
| +3% | +$14.8K | 0.3% | 49 |
|
|
2021
Q1 | $547K | Buy |
9,115
+1,521
| +20% | +$91.3K | 0.29% | 50 |
|
|
2020
Q4 | $377K | Buy |
7,594
+871
| +13% | +$43.2K | 0.22% | 54 |
|
|
2020
Q3 | $271K | Buy |
6,723
+356
| +6% | +$14.4K | 0.18% | 53 |
|
|
2020
Q2 | $264K | Sell |
6,367
-69
| -1% | -$2.86K | 0.19% | 52 |
|
|
2020
Q1 | $202K | Sell |
6,436
-38,126
| -86% | -$1.2M | 0.15% | 55 |
|
|
2019
Q4 | $2.45M | Buy |
44,562
+3,286
| +8% | +$181K | 1.45% | 37 |
|
|
2019
Q3 | $2.36M | Buy |
41,276
+805
| +2% | +$46K | 1.59% | 32 |
|
|
2019
Q2 | $2.34M | Buy |
40,471
+1,765
| +5% | +$102K | 1.66% | 30 |
|
|
2019
Q1 | $1.94M | Buy |
38,706
+5,271
| +16% | +$265K | 1.5% | 32 |
|
|
2018
Q4 | $1.48M | Buy |
33,435
+27,375
| +452% | +$1.21M | 1.36% | 36 |
|
|
2018
Q3 | $355K | Buy |
+6,060
| New | +$355K | 0.32% | 47 |
|