OMERS Administration Corp’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 | $1.46M | Sell |
18,418
-35,700
| -66% | -$2.84M | 0.01% | 452 |
|
|
2025
Q1 | $4.57M | Buy |
54,118
+44,187
| +445% | +$3.73M | 0.04% | 179 |
|
|
2024
Q4 | $769K | Buy |
9,931
+1,648
| +20% | +$128K | 0.01% | 588 |
|
|
2024
Q3 | $712K | Hold |
8,283
| – | – | 0.01% | 583 |
|
|
2024
Q2 | $650K | Buy |
+8,283
| New | +$650K | 0.01% | 618 |
|
|
2021
Q2 | – | Sell |
-22,100
| Closed | -$1.33M | – | 81 |
|
|
2021
Q1 | $1.33M | Buy |
+22,100
| New | +$1.33M | 0.02% | 118 |
|
|
2017
Q3 | – | Sell |
-34,500
| Closed | -$2.21M | – | 493 |
|
|
2017
Q2 | $2.21M | Buy |
+34,500
| New | +$2.21M | 0.03% | 177 |
|
|
2016
Q3 | – | Sell |
-42,900
| Closed | -$1.76M | – | 646 |
|
|
2016
Q2 | $1.76M | Hold |
42,900
| – | – | 0.04% | 256 |
|
|
2016
Q1 | $1.69M | Buy |
+42,900
| New | +$1.69M | 0.04% | 225 |
|