SVB Wealth’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 | – | Sell |
-2,122
| Closed | -$179K | – | 1291 |
|
|
2025
Q1 | $179K | Buy |
+2,122
| New | +$179K | 0.01% | 324 |
|
|
2024
Q3 | – | Sell |
-2,801
| Closed | -$220K | – | 437 |
|
|
2024
Q2 | $220K | Sell |
2,801
-835
| -23% | -$65.5K | 0.01% | 648 |
|
|
2024
Q1 | $314K | Sell |
3,636
-352
| -9% | -$30.4K | 0.01% | 612 |
|
|
2023
Q4 | $314K | Buy |
3,988
+1,096
| +38% | +$86.2K | 0.01% | 615 |
|
|
2023
Q3 | $208K | Buy |
+2,892
| New | +$208K | ﹤0.01% | 730 |
|
|
2023
Q2 | – | Sell |
-2,891
| Closed | -$215K | – | 983 |
|
|
2023
Q1 | $215K | Sell |
2,891
-2,392
| -45% | -$178K | ﹤0.01% | 855 |
|
|
2022
Q4 | $443K | Buy |
5,283
+752
| +17% | +$63.1K | 0.01% | 594 |
|
|
2022
Q3 | $327K | Buy |
+4,531
| New | +$327K | ﹤0.01% | 665 |
|
|
2018
Q2 | – | Sell |
-34,550
| Closed | -$2.1M | – | 458 |
|
|
2018
Q1 | $2.1M | Buy |
+34,550
| New | +$2.1M | 0.08% | 177 |
|