Principal Financial Group’s Intercorp Financial Services IFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.4M | Buy |
429,817
+33,461
| +8% | +$1.28M | 0.01% | 958 |
|
2025
Q1 | $13.1M | Buy |
396,356
+15,087
| +4% | +$500K | 0.01% | 1108 |
|
2024
Q4 | $11.2M | Buy |
381,269
+150,000
| +65% | +$4.4M | 0.01% | 1232 |
|
2024
Q3 | $6.04M | Buy |
231,269
+180,043
| +351% | +$4.7M | ﹤0.01% | 1497 |
|
2024
Q2 | $1.15M | Hold |
51,226
| – | – | ﹤0.01% | 1841 |
|
2024
Q1 | $1.22M | Hold |
51,226
| – | – | ﹤0.01% | 1842 |
|
2023
Q4 | $1.12M | Hold |
51,226
| – | – | ﹤0.01% | 1830 |
|
2023
Q3 | $1.15M | Hold |
51,226
| – | – | ﹤0.01% | 1822 |
|
2023
Q2 | $1.27M | Hold |
51,226
| – | – | ﹤0.01% | 1815 |
|
2023
Q1 | $1.17M | Buy |
+51,226
| New | +$1.17M | ﹤0.01% | 1837 |
|