Premier Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,650
| Closed | -$264K | – | 116 |
|
|
2022
Q3 | $264K | Buy |
+3,650
| New | +$264K | 0.27% | 80 |
|
|
2022
Q1 | – | Sell |
-14,160
| Closed | -$1.02M | – | 125 |
|
|
2021
Q4 | $1.02M | Sell |
14,160
-12,160
| -46% | -$879K | 0.18% | 69 |
|
|
2021
Q3 | $1.7M | Buy |
26,320
+8,485
| +48% | +$546K | 0.24% | 68 |
|
|
2021
Q2 | $1.13M | Sell |
17,835
-12,235
| -41% | -$773K | 0.17% | 85 |
|
|
2021
Q1 | $1.8M | Buy |
30,070
+600
| +2% | +$36K | 0.32% | 57 |
|
|
2020
Q4 | $1.46M | Buy |
29,470
+1,075
| +4% | +$53.3K | 0.3% | 52 |
|
|
2020
Q3 | $1.14M | Buy |
28,395
+12,610
| +80% | +$508K | 0.29% | 55 |
|
|
2020
Q2 | $656K | Hold |
15,785
| – | – | 0.22% | 63 |
|
|
2020
Q1 | $495K | Buy |
+15,785
| New | +$495K | 0.21% | 68 |
|