SM
Sciencast Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40,224
| Closed | -$3.39M | – | 350 |
|
|
2025
Q1 | $3.39M | Buy |
40,224
+14,305
| +55% | +$1.21M | 0.78% | 60 |
|
|
2024
Q4 | $2.01M | Buy |
+25,919
| New | +$2.01M | 0.55% | 87 |
|
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$235K | – | 332 |
|
|
2024
Q2 | $235K | Sell |
3,000
-5,090
| -63% | -$399K | 0.08% | 211 |
|
|
2024
Q1 | $698K | Sell |
8,090
-2,252
| -22% | -$194K | 0.43% | 95 |
|
|
2023
Q4 | $814K | Buy |
10,342
+2,742
| +36% | +$216K | 0.44% | 96 |
|
|
2023
Q3 | $548K | Buy |
+7,600
| New | +$548K | 0.25% | 151 |
|
|
2022
Q1 | – | Sell |
-38,561
| Closed | -$2.91M | – | 704 |
|
|
2021
Q4 | $2.91M | Buy |
38,561
+31,844
| +474% | +$2.41M | 0.51% | 62 |
|
|
2021
Q3 | $445K | Buy |
+6,717
| New | +$445K | 0.13% | 230 |
|
|
2021
Q2 | – | Sell |
-21,556
| Closed | -$1.32M | – | 648 |
|
|
2021
Q1 | $1.32M | Buy |
21,556
+14,782
| +218% | +$908K | 0.26% | 122 |
|
|
2020
Q4 | $348K | Buy |
+6,774
| New | +$348K | 0.07% | 327 |
|
|
2019
Q2 | – | Sell |
-4,500
| Closed | -$235K | – | 429 |
|
|
2019
Q1 | $235K | Buy |
+4,500
| New | +$235K | 0.08% | 311 |
|
|
2017
Q3 | – | Sell |
-11,780
| Closed | -$755K | – | 431 |
|
|
2017
Q2 | $755K | Buy |
+11,780
| New | +$755K | 0.42% | 75 |
|
|
2016
Q2 | – | Sell |
-6,500
| Closed | -$256K | – | 356 |
|
|
2016
Q1 | $256K | Sell |
6,500
-5,700
| -47% | -$224K | 0.2% | 161 |
|
|
2015
Q4 | $549K | Buy |
+12,200
| New | +$549K | 0.57% | 55 |
|