Poehling Capital Management’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
Q1 | – | Sell |
-4,300
| Closed | -$237K | – | 111 |
|
|
2019
Q4 | $237K | Hold |
4,300
| – | – | 0.16% | 98 |
|
|
2019
Q3 | $246K | Sell |
4,300
-210
| -5% | -$12K | 0.18% | 89 |
|
|
2019
Q2 | $261K | Sell |
4,510
-110
| -2% | -$6.37K | 0.17% | 92 |
|
|
2019
Q1 | $232K | Hold |
4,620
| – | – | 0.17% | 94 |
|
|
2018
Q4 | $204K | Sell |
4,620
-310
| -6% | -$13.7K | 0.2% | 90 |
|
|
2018
Q3 | $289K | Buy |
4,930
+310
| +7% | +$18.2K | 0.2% | 87 |
|
|
2018
Q2 | $245K | Sell |
4,620
-495
| -10% | -$26.3K | 0.21% | 84 |
|
|
2018
Q1 | $312K | Sell |
5,115
-13
| -0.3% | -$793 | 0.25% | 81 |
|
|
2017
Q4 | $362K | Buy |
+5,128
| New | +$362K | 0.31% | 75 |
|