Oakworth Capital’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-285
| Closed | -$14K | – | 641 |
|
|
2019
Q1 | $14K | Hold |
285
| – | – | ﹤0.01% | 420 |
|
|
2018
Q4 | $13K | Hold |
285
| – | – | ﹤0.01% | 416 |
|
|
2018
Q3 | $17K | Hold |
285
| – | – | ﹤0.01% | 412 |
|
|
2018
Q2 | $15K | Hold |
285
| – | – | ﹤0.01% | 427 |
|
|
2018
Q1 | $17K | Hold |
285
| – | – | ﹤0.01% | 391 |
|
|
2017
Q4 | $20K | Hold |
285
| – | – | ﹤0.01% | 387 |
|
|
2017
Q3 | $18K | Hold |
285
| – | – | ﹤0.01% | 419 |
|
|
2017
Q2 | $18K | Hold |
285
| – | – | ﹤0.01% | 412 |
|
|
2017
Q1 | $18K | Sell |
285
-90
| -24% | -$5.68K | 0.01% | 407 |
|
|
2016
Q4 | $22K | Buy |
375
+225
| +150% | +$13.2K | 0.01% | 377 |
|
|
2016
Q3 | $8K | Buy |
150
+60
| +67% | +$3.2K | ﹤0.01% | 461 |
|
|
2016
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 502 |
|
|
2016
Q1 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 451 |
|