Meag Munich Ergo’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 |
-3,556
| Closed | -$300K | – | 210 |
|
|
2025
Q1 | $300K | Buy |
+3,556
| New | +$300K | 0.01% | 151 |
|
|
2024
Q1 | – | Sell |
-21,193
| Closed | -$1.67M | – | 196 |
|
|
2023
Q4 | $1.67M | Buy |
21,193
+105
| +0.5% | +$8.26K | 0.06% | 120 |
|
|
2023
Q3 | $1.52M | Buy |
+21,088
| New | +$1.52M | 0.07% | 115 |
|
|
2021
Q3 | – | Sell |
-99,366
| Closed | -$6.28M | – | 296 |
|
|
2021
Q2 | $6.28M | Buy |
99,366
+91,490
| +1,162% | +$5.78M | 0.6% | 43 |
|
|
2021
Q1 | $472K | Buy |
+7,876
| New | +$472K | 0.05% | 257 |
|
|
2014
Q1 | – | Sell |
-6,709
| Closed | -$329K | – | 237 |
|
|
2013
Q4 | $329K | Buy |
6,709
+289
| +5% | +$14.2K | 0.02% | 206 |
|
|
2013
Q3 | $275K | Buy |
+6,420
| New | +$275K | 0.02% | 200 |
|