Meeder 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 | $24.3K | Buy |
306
+68
| +29% | +$5.4K | ﹤0.01% | 486 |
|
|
2025
Q1 | $20.1K | Buy |
238
+98
| +70% | +$8.27K | ﹤0.01% | 539 |
|
|
2024
Q4 | $10.8K | Buy |
140
+8
| +6% | +$619 | ﹤0.01% | 680 |
|
|
2024
Q3 | $11.3K | Buy |
+132
| New | +$11.3K | ﹤0.01% | 595 |
|
|
2022
Q4 | – | Sell |
-2,232
| Closed | -$161K | – | 1652 |
|
|
2022
Q3 | $161K | Sell |
2,232
-185
| -8% | -$13.3K | 0.01% | 618 |
|
|
2022
Q2 | $161K | Buy |
2,417
+58
| +2% | +$3.86K | 0.01% | 643 |
|
|
2022
Q1 | $173K | Sell |
2,359
-168
| -7% | -$12.3K | 0.01% | 685 |
|
|
2021
Q4 | $183K | Buy |
2,527
+336
| +15% | +$24.3K | 0.02% | 337 |
|
|
2021
Q3 | $141K | Buy |
2,191
+543
| +33% | +$34.9K | 0.01% | 810 |
|
|
2021
Q2 | $104K | Buy |
1,648
+309
| +23% | +$19.5K | ﹤0.01% | 898 |
|
|
2021
Q1 | $80K | Buy |
1,339
+634
| +90% | +$37.9K | ﹤0.01% | 969 |
|
|
2020
Q4 | $35K | Buy |
705
+52
| +8% | +$2.58K | 0.01% | 659 |
|
|
2020
Q3 | $26K | Buy |
653
+227
| +53% | +$9.04K | ﹤0.01% | 1095 |
|
|
2020
Q2 | $18K | Buy |
426
+154
| +57% | +$6.51K | ﹤0.01% | 1158 |
|
|
2020
Q1 | $9K | Buy |
272
+68
| +33% | +$2.25K | ﹤0.01% | 1566 |
|
|
2019
Q4 | $11K | Buy |
204
+13
| +7% | +$701 | ﹤0.01% | 1537 |
|
|
2019
Q3 | $11K | Buy |
191
+22
| +13% | +$1.27K | ﹤0.01% | 1507 |
|
|
2019
Q2 | $10K | Buy |
+169
| New | +$10K | ﹤0.01% | 1455 |
|
|
2017
Q3 | – | Sell |
-7,671
| Closed | -$491K | – | 1729 |
|
|
2017
Q2 | $491K | Sell |
7,671
-43,848
| -85% | -$2.81M | 0.05% | 360 |
|
|
2017
Q1 | $3.25M | Buy |
51,519
+1,274
| +3% | +$80.4K | 0.29% | 83 |
|
|
2016
Q4 | $2.91M | Buy |
50,245
+34,858
| +227% | +$2.02M | 0.28% | 91 |
|
|
2016
Q3 | $792K | Buy |
+15,387
| New | +$792K | 0.07% | 301 |
|
|
2014
Q4 | – | Sell |
-31,800
| Closed | -$1.67M | – | 476 |
|
|
2014
Q3 | $1.67M | Sell |
31,800
-97,290
| -75% | -$5.11M | 0.24% | 110 |
|
|
2014
Q2 | $6.52M | Hold |
129,090
| – | – | 0.97% | 26 |
|
|
2014
Q1 | $5.94M | Sell |
129,090
-92,015
| -42% | -$4.23M | 0.98% | 28 |
|
|
2013
Q4 | $10.9M | Buy |
+221,105
| New | +$10.9M | 1.86% | 7 |
|