New York Life Investment 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 | $2.48M | Sell |
31,207
-243
| -0.8% | -$19.3K | 0.02% | 490 |
|
2025
Q1 | $2.65M | Sell |
31,450
-198
| -0.6% | -$16.7K | 0.03% | 474 |
|
2024
Q4 | $2.45M | Sell |
31,648
-304
| -1% | -$23.5K | 0.02% | 508 |
|
2024
Q3 | $2.74M | Sell |
31,952
-1,337
| -4% | -$115K | 0.03% | 500 |
|
2024
Q2 | $2.61M | Sell |
33,289
-245
| -0.7% | -$19.2K | 0.03% | 492 |
|
2024
Q1 | $2.89M | Sell |
33,534
-1,166
| -3% | -$101K | 0.03% | 463 |
|
2023
Q4 | $2.73M | Sell |
34,700
-178
| -0.5% | -$14K | 0.03% | 472 |
|
2023
Q3 | $2.51M | Sell |
34,878
-718
| -2% | -$51.7K | 0.03% | 456 |
|
2023
Q2 | $2.7M | Sell |
35,596
-459
| -1% | -$34.8K | 0.03% | 441 |
|
2023
Q1 | $2.68M | Sell |
36,055
-83
| -0.2% | -$6.17K | 0.03% | 449 |
|
2022
Q4 | $3.03M | Sell |
36,138
-785
| -2% | -$65.9K | 0.03% | 431 |
|
2022
Q3 | $2.67M | Sell |
36,923
-2,037
| -5% | -$147K | 0.03% | 446 |
|
2022
Q2 | $2.6M | Buy |
+38,960
| New | +$2.6M | 0.03% | 447 |
|