Piedmont Investment Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-88,564
| Closed | -$2.78M | – | 516 |
|
|
2020
Q1 | $2.78M | Buy |
88,564
+695
| +0.8% | +$21.8K | 0.11% | 165 |
|
|
2019
Q4 | $4.83M | Buy |
87,869
+851
| +1% | +$46.8K | 0.17% | 138 |
|
|
2019
Q3 | $4.97M | Buy |
87,018
+5,179
| +6% | +$296K | 0.19% | 123 |
|
|
2019
Q2 | $4.74M | Sell |
81,839
-327
| -0.4% | -$18.9K | 0.19% | 127 |
|
|
2019
Q1 | $4.12M | Buy |
82,166
+996
| +1% | +$50K | 0.17% | 139 |
|
|
2018
Q4 | $3.59M | Sell |
81,170
-44,670
| -35% | -$1.97M | 0.17% | 128 |
|
|
2018
Q3 | $7.37M | Sell |
125,840
-427
| -0.3% | -$25K | 0.31% | 84 |
|
|
2018
Q2 | $6.69M | Buy |
126,267
+7,697
| +6% | +$408K | 0.32% | 78 |
|
|
2018
Q1 | $7.22M | Sell |
118,570
-1,111
| -0.9% | -$67.7K | 0.19% | 134 |
|
|
2017
Q4 | $8.45M | Buy |
119,681
+2,561
| +2% | +$181K | 0.17% | 159 |
|
|
2017
Q3 | $7.54M | Buy |
117,120
+1,990
| +2% | +$128K | 0.16% | 172 |
|
|
2017
Q2 | $7.38M | Buy |
115,130
+13,205
| +13% | +$846K | 0.16% | 164 |
|
|
2017
Q1 | $6.43M | Buy |
101,925
+1,779
| +2% | +$112K | 0.13% | 190 |
|
|
2016
Q4 | $5.79M | Buy |
100,146
+88,490
| +759% | +$5.12M | 0.12% | 188 |
|
|
2016
Q3 | $600K | Buy |
11,656
+11,651
| +233,020% | +$600K | 0.01% | 273 |
|
|
2016
Q2 | $205 | Buy |
+5
| New | +$205 | ﹤0.01% | 552 |
|
|
2013
Q3 | – | Sell |
-28,709
| Closed | -$1.08M | – | 354 |
|
|
2013
Q2 | $1.08M | Buy |
+28,709
| New | +$1.08M | 0.05% | 179 |
|