Sun Life Financial’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-149
| Closed | -$9K | – | 385 |
|
|
2021
Q1 | $9K | Sell |
149
-2
| -1% | -$121 | ﹤0.01% | 420 |
|
|
2020
Q4 | $7K | Hold |
151
| – | – | ﹤0.01% | 434 |
|
|
2020
Q3 | $6K | Sell |
151
-12,629
| -99% | -$502K | ﹤0.01% | 434 |
|
|
2020
Q2 | $531K | Buy |
12,780
+586
| +5% | +$24.3K | 0.1% | 75 |
|
|
2020
Q1 | $382K | Buy |
12,194
+2,512
| +26% | +$78.7K | 0.1% | 81 |
|
|
2019
Q4 | $533K | Sell |
9,682
-5,540
| -36% | -$305K | 0.14% | 83 |
|
|
2019
Q3 | $870K | Buy |
15,222
+3,262
| +27% | +$186K | 0.22% | 71 |
|
|
2019
Q2 | $693K | Sell |
11,960
-13,487
| -53% | -$781K | 0.17% | 57 |
|
|
2019
Q1 | $1.28M | Buy |
25,447
+3,364
| +15% | +$169K | 0.28% | 53 |
|
|
2018
Q4 | $975K | Buy |
22,083
+81
| +0.4% | +$3.58K | 0.21% | 69 |
|
|
2018
Q3 | $1.29M | Buy |
22,002
+21,280
| +2,947% | +$1.25M | 0.23% | 70 |
|
|
2018
Q2 | $38K | Buy |
722
+647
| +863% | +$34.1K | 0.01% | 482 |
|
|
2018
Q1 | $1.23K | Sell |
75
-512
| -87% | -$8.36K | 0.01% | 289 |
|
|
2017
Q4 | $41K | Sell |
587
-1,387
| -70% | -$96.9K | ﹤0.01% | 302 |
|
|
2017
Q3 | $127K | Buy |
1,974
+1
| +0.1% | +$64 | 0.01% | 302 |
|
|
2017
Q2 | $126K | Buy |
1,973
+1,964
| +21,822% | +$125K | 0.01% | 300 |
|
|
2017
Q1 | $144 | Buy |
9
+1
| +13% | +$16 | ﹤0.01% | 333 |
|
|
2016
Q4 | $144 | Buy |
+8
| New | +$144 | ﹤0.01% | 287 |
|