Siemens Fonds Invest’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
25,080
+529
| +2% | +$42K | 0.12% | 177 |
|
|
2025
Q1 | $2.07M | Sell |
24,551
-201
| -0.8% | -$17K | 0.14% | 173 |
|
|
2024
Q4 | $1.91M | Buy |
24,752
+713
| +3% | +$55.1K | 0.13% | 181 |
|
|
2024
Q3 | $2.07M | Sell |
24,039
-853
| -3% | -$73.3K | 0.16% | 162 |
|
|
2024
Q2 | $1.95M | Hold |
24,892
| – | – | 0.15% | 164 |
|
|
2024
Q1 | $2.15M | Sell |
24,892
-129
| -0.5% | -$11.1K | 0.17% | 169 |
|
|
2023
Q4 | $1.97M | Sell |
25,021
-3,857
| -13% | -$303K | 0.16% | 178 |
|
|
2023
Q3 | $2.08M | Sell |
28,878
-2,980
| -9% | -$215K | 0.21% | 132 |
|
|
2023
Q2 | $2.4M | Sell |
31,858
-567
| -2% | -$42.8K | 0.23% | 119 |
|
|
2023
Q1 | $2.41M | Sell |
32,425
-24
| -0.1% | -$1.78K | 0.25% | 115 |
|
|
2022
Q4 | $2.72M | Sell |
32,449
-972
| -3% | -$81.6K | 0.27% | 103 |
|
|
2022
Q3 | $2.41M | Buy |
33,421
+872
| +3% | +$62.9K | 0.28% | 107 |
|
|
2022
Q2 | $2.17M | Sell |
32,549
-40
| -0.1% | -$2.67K | 0.23% | 120 |
|
|
2022
Q1 | $2.39M | Buy |
32,589
+779
| +2% | +$57.2K | 0.19% | 127 |
|
|
2021
Q4 | $2.29M | Sell |
31,810
-4,604
| -13% | -$332K | 0.15% | 140 |
|
|
2021
Q3 | $2.35M | Buy |
36,414
+1,106
| +3% | +$71.2K | 0.16% | 126 |
|
|
2021
Q2 | $2.23M | Sell |
35,308
-4,262
| -11% | -$269K | 0.27% | 109 |
|
|
2021
Q1 | $2.37M | Sell |
39,570
-3,548
| -8% | -$213K | 0.23% | 127 |
|
|
2020
Q4 | $2.1M | Buy |
+43,118
| New | +$2.1M | 0.22% | 122 |
|