SevenBridge Financial Group’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
Q1 | – | Sell |
-2,819
| Closed | -$204K | – | 166 |
|
|
2021
Q4 | $204K | Buy |
+2,819
| New | +$204K | 0.06% | 166 |
|
|
2021
Q1 | – | Sell |
-6,557
| Closed | -$325K | – | 157 |
|
|
2020
Q4 | $325K | Buy |
+6,557
| New | +$325K | 0.13% | 118 |
|
|
2019
Q3 | – | Sell |
-8,861
| Closed | -$513K | – | 448 |
|
|
2019
Q2 | $513K | Sell |
8,861
-1,136
| -11% | -$65.8K | 0.18% | 79 |
|
|
2019
Q1 | $502K | Buy |
9,997
+21
| +0.2% | +$1.06K | 0.19% | 76 |
|
|
2018
Q4 | $441K | Sell |
9,976
-1,100
| -10% | -$48.6K | 0.27% | 75 |
|
|
2018
Q3 | $649K | Sell |
11,076
-2,737
| -20% | -$160K | 0.34% | 75 |
|
|
2018
Q2 | $731K | Sell |
13,813
-1,448
| -9% | -$76.6K | 0.41% | 69 |
|
|
2018
Q1 | $930K | Sell |
15,261
-462
| -3% | -$28.2K | 0.53% | 59 |
|
|
2017
Q4 | $1.11M | Buy |
15,723
+375
| +2% | +$26.5K | 0.61% | 50 |
|
|
2017
Q3 | $987K | Buy |
15,348
+1,209
| +9% | +$77.7K | 0.57% | 57 |
|
|
2017
Q2 | $906K | Buy |
14,139
+417
| +3% | +$26.7K | 0.55% | 57 |
|
|
2017
Q1 | $859K | Buy |
13,722
+13,572
| +9,048% | +$850K | 0.56% | 58 |
|
|
2016
Q4 | $8K | Hold |
150
| – | – | 0.01% | 470 |
|
|
2016
Q3 | $8K | Hold |
150
| – | – | 0.01% | 465 |
|
|
2016
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 564 |
|