Sompo Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Hold |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $586K | Buy |
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|
2024
Q2 | $507K | Buy |
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|
2024
Q1 | $519K | Sell |
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $287K | Hold |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $480K | Buy |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $578K | Sell |
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|
2021
Q4 | $845K | Sell |
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|
2021
Q3 | $853K | Sell |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.79M | Sell |
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|
2020
Q4 | $1.64M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $2.38M | Sell |
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|
2020
Q1 | $2.06M | Buy |
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|
2019
Q4 | $3.15M | Buy |
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|
2019
Q3 | $2.55M | Buy |
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|
2019
Q2 | $1.92M | Buy |
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|
2019
Q1 | $1.64M | Sell |
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|
2018
Q4 | $1.73M | Sell |
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|
2018
Q3 | $3.81M | Buy |
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|
2018
Q2 | $3.16M | Buy |
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|
2018
Q1 | $3.04M | Sell |
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|
2017
Q4 | $3.58M | Sell |
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|
2017
Q3 | $3.3M | Buy |
|
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|
2017
Q2 | $3.22M | Buy |
|
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|
2017
Q1 | $2.52M | Sell |
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|
2016
Q4 | $2.42M | Buy |
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