Santa Fe Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,815
| Closed | -$607K | – | 549 |
|
|
2015
Q2 | $607K | Sell |
11,815
-1,568
| -12% | -$80.6K | 0.08% | 353 |
|
|
2015
Q1 | $687K | Sell |
13,383
-21,248
| -61% | -$1.09M | 0.08% | 359 |
|
|
2014
Q4 | $1.8M | Buy |
+34,631
| New | +$1.8M | 0.23% | 190 |
|
|
2014
Q3 | – | Sell |
-22,094
| Closed | -$1.12M | – | 575 |
|
|
2014
Q2 | $1.12M | Sell |
22,094
-34,002
| -61% | -$1.72M | 0.17% | 251 |
|
|
2014
Q1 | $2.58M | Buy |
56,096
+12,779
| +30% | +$588K | 0.37% | 99 |
|
|
2013
Q4 | $2.14M | Buy |
43,317
+8,363
| +24% | +$412K | 0.35% | 113 |
|
|
2013
Q3 | $1.5M | Buy |
+34,954
| New | +$1.5M | 0.29% | 154 |
|