Neo Ivy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $32K | Sell |
402
-12,926
| -97% | -$1.03M | 0.07% | 218 |
|
|
2023
Q3 | $961K | Buy |
+13,328
| New | +$961K | 0.42% | 88 |
|
|
2022
Q4 | – | Sell |
-550
| Closed | -$40K | – | 503 |
|
|
2022
Q3 | $40K | Buy |
+550
| New | +$40K | 0.11% | 249 |
|
|
2022
Q1 | – | Sell |
-1,793
| Closed | -$130K | – | 564 |
|
|
2021
Q4 | $130K | Buy |
+1,793
| New | +$130K | 0.19% | 193 |
|
|
2021
Q2 | – | Sell |
-5,942
| Closed | -$356K | – | 569 |
|
|
2021
Q1 | $356K | Buy |
5,942
+2,871
| +93% | +$172K | 0.39% | 82 |
|
|
2020
Q4 | $152K | Sell |
3,071
-8,087
| -72% | -$400K | 0.17% | 197 |
|
|
2020
Q3 | $449K | Buy |
+11,158
| New | +$449K | 0.45% | 59 |
|
|
2020
Q2 | – | Sell |
-8,639
| Closed | -$271K | – | 566 |
|
|
2020
Q1 | $271K | Buy |
+8,639
| New | +$271K | 0.44% | 72 |
|
|
2019
Q2 | – | Sell |
-18,577
| Closed | -$932K | – | 378 |
|
|
2019
Q1 | $932K | Buy |
+18,577
| New | +$932K | 0.53% | 77 |
|