Swedbank’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 | $15.7M | Buy |
197,386
+35,228
| +22% | +$2.8M | 0.02% | 412 |
|
|
2025
Q1 | $13.7M | Hold |
162,158
| – | – | 0.02% | 426 |
|
|
2024
Q4 | $12.6M | Hold |
162,158
| – | – | 0.02% | 436 |
|
|
2024
Q3 | $13.9M | Hold |
162,158
| – | – | 0.02% | 410 |
|
|
2024
Q2 | $12.7M | Hold |
162,158
| – | – | 0.02% | 400 |
|
|
2024
Q1 | $14M | Hold |
162,158
| – | – | 0.12% | 258 |
|
|
2023
Q4 | $12.8M | Sell |
162,158
-21,424
| -12% | -$1.69M | 0.02% | 384 |
|
|
2023
Q3 | $13.2M | Sell |
183,582
-21,580
| -11% | -$1.56M | 0.02% | 367 |
|
|
2023
Q2 | $15.6M | Hold |
205,162
| – | – | 0.03% | 346 |
|
|
2023
Q1 | $15.2M | Sell |
205,162
-4,016
| -2% | -$298K | 0.03% | 353 |
|
|
2022
Q4 | $17.6M | Buy |
209,178
+27,241
| +15% | +$2.29M | 0.04% | 331 |
|
|
2022
Q3 | $13.1M | Hold |
181,937
| – | – | 0.03% | 370 |
|
|
2022
Q2 | $12.2M | Sell |
181,937
-93,529
| -34% | -$6.25M | 0.03% | 394 |
|
|
2022
Q1 | $20.2M | Hold |
275,466
| – | – | 0.04% | 326 |
|
|
2021
Q4 | $19.9M | Sell |
275,466
-895
| -0.3% | -$64.5K | 0.03% | 346 |
|
|
2021
Q3 | $17.8M | Hold |
276,361
| – | – | 0.03% | 369 |
|
|
2021
Q2 | $17.5M | Buy |
276,361
+29,020
| +12% | +$1.83M | 0.03% | 376 |
|
|
2021
Q1 | $14.8M | Buy |
+247,341
| New | +$14.8M | 0.03% | 386 |
|