Prana 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Buy |
+259,230
| New | +$20.6M | 0.73% | 37 |
|
|
2025
Q1 | – | Sell |
-105,399
| Closed | -$8.16M | – | 114 |
|
|
2024
Q4 | $8.16M | Buy |
105,399
+51,505
| +96% | +$3.99M | 0.39% | 55 |
|
|
2024
Q3 | $4.63M | Sell |
53,894
-35,676
| -40% | -$3.06M | 0.21% | 65 |
|
|
2024
Q2 | $7.03M | Buy |
89,570
+82,206
| +1,116% | +$6.45M | 0.33% | 57 |
|
|
2024
Q1 | $636K | Buy |
+7,364
| New | +$636K | 0.03% | 81 |
|
|
2022
Q2 | – | Sell |
-71,481
| Closed | -$5.25M | – | 105 |
|
|
2022
Q1 | $5.25M | Buy |
71,481
+2,759
| +4% | +$203K | 0.42% | 48 |
|
|
2021
Q4 | $4.97M | Sell |
68,722
-542,196
| -89% | -$39.2M | 0.39% | 56 |
|
|
2021
Q3 | $39.3M | Sell |
610,918
-99,243
| -14% | -$6.39M | 3.46% | 7 |
|
|
2021
Q2 | $44.9M | Buy |
710,161
+76,618
| +12% | +$4.84M | 3.06% | 10 |
|
|
2021
Q1 | $38M | Buy |
633,543
+591,262
| +1,398% | +$35.5M | 3.11% | 11 |
|
|
2020
Q4 | $2.1M | Sell |
42,281
-253,373
| -86% | -$12.6M | 0.27% | 47 |
|
|
2020
Q3 | $11.9M | Sell |
295,654
-229,752
| -44% | -$9.25M | 2.07% | 18 |
|
|
2020
Q2 | $21.8M | Sell |
525,406
-28,587
| -5% | -$1.19M | 2.97% | 13 |
|
|
2020
Q1 | $17.4M | Buy |
553,993
+173,314
| +46% | +$5.43M | 5.06% | 3 |
|
|
2019
Q4 | $20.9M | Buy |
+380,679
| New | +$20.9M | 3.07% | 15 |
|
|
2019
Q1 | – | Sell |
-153,000
| Closed | -$6.76M | – | 62 |
|
|
2018
Q4 | $6.76M | Buy |
+153,000
| New | +$6.76M | 1.45% | 26 |
|
|
2018
Q2 | – | Sell |
-334,049
| Closed | -$20.3M | – | 53 |
|
|
2018
Q1 | $20.3M | Buy |
+334,049
| New | +$20.3M | 5.98% | 3 |
|