OAM
Ostrum Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
25,628
+578
| +2% | +$45.9K | 0.1% | 197 |
|
|
2025
Q1 | $2.11M | Sell |
25,050
-948
| -4% | -$80K | 0.11% | 181 |
|
|
2024
Q4 | $2.01M | Sell |
25,998
-738
| -3% | -$57.1K | 0.17% | 194 |
|
|
2024
Q3 | $2.3M | Sell |
26,736
-1,005
| -4% | -$86.3K | 0.19% | 192 |
|
|
2024
Q2 | $2.18M | Buy |
27,741
+12,808
| +86% | +$1M | 0.19% | 185 |
|
|
2024
Q1 | $1.29M | Buy |
14,933
+170
| +1% | +$14.7K | 0.1% | 300 |
|
|
2023
Q4 | $1.16M | Buy |
14,763
+41
| +0.3% | +$3.23K | 0.1% | 292 |
|
|
2023
Q3 | $1.06M | Buy |
14,722
+5,215
| +55% | +$376K | 0.1% | 294 |
|
|
2023
Q2 | $721K | Buy |
9,507
+35
| +0.4% | +$2.65K | 0.06% | 378 |
|
|
2023
Q1 | $704K | Buy |
+9,472
| New | +$704K | 0.06% | 383 |
|