Sterling Capital Management’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 | $1.17M | Buy |
14,783
+2,167
| +17% | +$172K | 0.02% | 569 |
|
|
2025
Q1 | $1.06M | Sell |
12,616
-869
| -6% | -$73.3K | 0.02% | 594 |
|
|
2024
Q4 | $1.04M | Buy |
13,485
+4,731
| +54% | +$366K | 0.01% | 621 |
|
|
2024
Q3 | $752K | Buy |
+8,754
| New | +$752K | 0.01% | 679 |
|
|
2019
Q3 | $2.24M | Buy |
39,250
+25,650
| +189% | +$1.47M | 0.02% | 386 |
|
|
2019
Q2 | $788K | Buy |
+13,600
| New | +$788K | 0.01% | 672 |
|
|
2018
Q1 | – | Sell |
-42,959
| Closed | -$3.03M | – | 880 |
|
|
2017
Q4 | $3.03M | Hold |
42,959
| – | – | 0.03% | 328 |
|
|
2017
Q3 | $2.76M | Hold |
42,959
| – | – | 0.03% | 331 |
|
|
2017
Q2 | $2.75M | Sell |
42,959
-16
| -0% | -$1.03K | 0.03% | 319 |
|
|
2017
Q1 | $2.71M | Buy |
42,975
+4,125
| +11% | +$260K | 0.03% | 316 |
|
|
2016
Q4 | $2.25M | Buy |
38,850
+2,820
| +8% | +$163K | 0.02% | 345 |
|
|
2016
Q3 | $1.86M | Buy |
+36,030
| New | +$1.86M | 0.02% | 402 |
|
|
2014
Q4 | – | Sell |
-23,634
| Closed | -$1.24M | – | 947 |
|
|
2014
Q3 | $1.24M | Hold |
23,634
| – | – | 0.02% | 557 |
|
|
2014
Q2 | $1.19M | Sell |
23,634
-412
| -2% | -$20.8K | 0.01% | 562 |
|
|
2014
Q1 | $1.11M | Hold |
24,046
| – | – | 0.01% | 559 |
|
|
2013
Q4 | $1.19M | Buy |
24,046
+562
| +2% | +$27.7K | 0.01% | 350 |
|
|
2013
Q3 | $1.01M | Buy |
+23,484
| New | +$1.01M | 0.01% | 260 |
|