Oppenheimer & Co’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 | $1.1M | Buy |
13,796
+2,088
| +18% | +$166K | 0.01% | 810 |
|
|
2025
Q1 | $988K | Buy |
11,708
+1,945
| +20% | +$164K | 0.01% | 819 |
|
|
2024
Q4 | $756K | Buy |
9,763
+616
| +7% | +$47.7K | 0.01% | 909 |
|
|
2024
Q3 | $786K | Sell |
9,147
-1,584
| -15% | -$136K | 0.01% | 872 |
|
|
2024
Q2 | $842K | Buy |
10,731
+385
| +4% | +$30.2K | 0.01% | 822 |
|
|
2024
Q1 | $893K | Sell |
10,346
-204
| -2% | -$17.6K | 0.01% | 781 |
|
|
2023
Q4 | $830K | Sell |
10,550
-1,383
| -12% | -$109K | 0.02% | 773 |
|
|
2023
Q3 | $860K | Sell |
11,933
-340
| -3% | -$24.5K | 0.02% | 722 |
|
|
2023
Q2 | $931K | Sell |
12,273
-1,523
| -11% | -$116K | 0.02% | 726 |
|
|
2023
Q1 | $1.03M | Sell |
13,796
-5,059
| -27% | -$376K | 0.02% | 687 |
|
|
2022
Q4 | $1.58M | Sell |
18,855
-498
| -3% | -$41.8K | 0.04% | 507 |
|
|
2022
Q3 | $1.4M | Sell |
19,353
-492
| -2% | -$35.5K | 0.03% | 543 |
|
|
2022
Q2 | $1.33M | Buy |
19,845
+3,086
| +18% | +$206K | 0.03% | 584 |
|
|
2022
Q1 | $1.23M | Buy |
16,759
+1,467
| +10% | +$108K | 0.02% | 662 |
|
|
2021
Q4 | $1.11M | Buy |
15,292
+7,160
| +88% | +$518K | 0.02% | 734 |
|
|
2021
Q3 | $524K | Sell |
8,132
-559
| -6% | -$36K | 0.01% | 999 |
|
|
2021
Q2 | $549K | Buy |
8,691
+3,155
| +57% | +$199K | 0.01% | 986 |
|
|
2021
Q1 | $332K | Buy |
5,536
+829
| +18% | +$49.7K | 0.01% | 1125 |
|
|
2020
Q4 | $234K | Buy |
+4,707
| New | +$234K | ﹤0.01% | 1182 |
|
|
2020
Q1 | – | Sell |
-4,960
| Closed | -$273K | – | 1293 |
|
|
2019
Q4 | $273K | Sell |
4,960
-3,208
| -39% | -$177K | 0.01% | 1057 |
|
|
2019
Q3 | $467K | Sell |
8,168
-713
| -8% | -$40.8K | 0.01% | 818 |
|
|
2019
Q2 | $514K | Sell |
8,881
-1,491
| -14% | -$86.3K | 0.01% | 794 |
|
|
2019
Q1 | $521K | Buy |
10,372
+118
| +1% | +$5.93K | 0.01% | 805 |
|
|
2018
Q4 | $453K | Buy |
10,254
+6,166
| +151% | +$272K | 0.01% | 770 |
|
|
2018
Q3 | $240K | Buy |
+4,088
| New | +$240K | 0.01% | 1153 |
|
|
2018
Q2 | – | Sell |
-3,779
| Closed | -$230K | – | 1381 |
|
|
2018
Q1 | $230K | Buy |
3,779
+480
| +15% | +$29.2K | 0.01% | 1164 |
|
|
2017
Q4 | $233K | Buy |
3,299
+31
| +0.9% | +$2.19K | 0.01% | 1161 |
|
|
2017
Q3 | $210K | Buy |
3,268
+64
| +2% | +$4.11K | 0.01% | 1176 |
|
|
2017
Q2 | $205K | Buy |
3,204
+7
| +0.2% | +$448 | 0.01% | 1175 |
|
|
2017
Q1 | $202K | Buy |
+3,197
| New | +$202K | 0.01% | 1169 |
|