Symmetry Partners’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,395
| Closed | -$266K | – | 396 |
|
|
2024
Q2 | $266K | Hold |
3,395
| – | – | 0.01% | 435 |
|
|
2024
Q1 | $293K | Hold |
3,395
| – | – | 0.02% | 428 |
|
|
2023
Q4 | $269K | Sell |
3,395
-1,687
| -33% | -$134K | 0.01% | 427 |
|
|
2023
Q3 | $366K | Hold |
5,082
| – | – | 0.02% | 387 |
|
|
2023
Q2 | $385K | Sell |
5,082
-1,055
| -17% | -$79.9K | 0.02% | 405 |
|
|
2023
Q1 | $456K | Buy |
6,137
+1,055
| +21% | +$78.4K | 0.03% | 354 |
|
|
2022
Q4 | $426K | Hold |
5,082
| – | – | 0.03% | 373 |
|
|
2022
Q3 | $367K | Hold |
5,082
| – | – | 0.02% | 385 |
|
|
2022
Q2 | $339K | Hold |
5,082
| – | – | 0.02% | 428 |
|
|
2022
Q1 | $373K | Hold |
5,082
| – | – | 0.02% | 455 |
|
|
2021
Q4 | $368K | Sell |
5,082
-1,202
| -19% | -$87K | 0.02% | 478 |
|
|
2021
Q3 | $419K | Hold |
6,284
| – | – | 0.03% | 474 |
|
|
2021
Q2 | $397K | Hold |
6,284
| – | – | 0.03% | 506 |
|
|
2021
Q1 | $377K | Sell |
6,284
-39
| -0.6% | -$2.34K | 0.03% | 494 |
|
|
2020
Q4 | $314K | Buy |
6,323
+12
| +0.2% | +$596 | 0.02% | 513 |
|
|
2020
Q3 | $254K | Buy |
+6,311
| New | +$254K | 0.02% | 529 |
|