Synovus Financial’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,270
| Closed | -$281K | – | 914 |
|
|
2024
Q3 | $281K | Buy |
+3,270
| New | +$264K | ﹤0.01% | 804 |
|
|
2022
Q3 | – | Sell |
-5,642
| Closed | -$377K | – | 875 |
|
|
2022
Q2 | $377K | Buy |
5,642
+203
| +4% | +$14.3K | ﹤0.01% | 657 |
|
|
2022
Q1 | $396K | Sell |
5,439
-166
| -3% | -$12K | ﹤0.01% | 685 |
|
|
2021
Q4 | $403K | Buy |
5,605
+145
| +3% | +$10.1K | ﹤0.01% | 694 |
|
|
2021
Q3 | $353K | Sell |
5,460
-2,186
| -29% | -$140K | ﹤0.01% | 691 |
|
|
2021
Q2 | $482K | Buy |
7,646
+107
| +1% | +$6.84K | ﹤0.01% | 624 |
|
|
2021
Q1 | $451K | Buy |
7,539
+778
| +12% | +$43.4K | 0.01% | 577 |
|
|
2020
Q4 | $329K | Buy |
6,761
+616
| +10% | +$28.2K | ﹤0.01% | 635 |
|
|
2020
Q3 | $247K | Buy |
6,145
+4,877
| +385% | +$208K | ﹤0.01% | 642 |
|
|
2020
Q2 | $53K | Sell |
1,268
-764
| -38% | -$27.9K | ﹤0.01% | 890 |
|
|
2020
Q1 | $64K | Sell |
2,032
-2,112
| -51% | -$99.9K | ﹤0.01% | 1039 |
|
|
2019
Q4 | $229K | Buy |
4,144
+80
| +2% | +$4.38K | ﹤0.01% | 653 |
|
|
2019
Q3 | $233K | Buy |
4,064
+100
| +3% | +$5.63K | ﹤0.01% | 626 |
|
|
2019
Q2 | $229K | Sell |
3,964
-737
| -16% | -$40.6K | ﹤0.01% | 580 |
|
|
2019
Q1 | $235K | Sell |
4,701
-1,534
| -25% | -$76K | ﹤0.01% | 551 |
|
|
2018
Q4 | $275K | Sell |
6,235
-317
| -5% | -$15.6K | 0.01% | 508 |
|
|
2018
Q3 | $383K | Buy |
6,552
+300
| +5% | +$16.7K | 0.01% | 491 |
|
|
2018
Q2 | $331K | Hold |
6,252
| – | – | 0.01% | 489 |
|
|
2018
Q1 | $381K | Buy |
6,252
+3,208
| +105% | +$211K | 0.01% | 471 |
|
|
2017
Q4 | $214K | Buy |
+3,044
| New | +$210K | ﹤0.01% | 557 |
|
|
2017
Q2 | – | Sell |
-866
| Closed | -$55K | – | 1022 |
|
|
2017
Q1 | $55K | Buy |
866
+174
| +25% | +$10.6K | ﹤0.01% | 714 |
|
|
2016
Q4 | $40K | Hold |
692
| – | – | ﹤0.01% | 754 |
|
|
2016
Q3 | $35K | Buy |
692
+121
| +21% | +$5.66K | ﹤0.01% | 759 |
|
|
2016
Q2 | $23K | Buy |
571
+1
| +0.2% | +$42 | ﹤0.01% | 765 |
|
|
2016
Q1 | $22K | Buy |
570
+1
| +0.2% | +$38 | ﹤0.01% | 756 |
|
|
2015
Q4 | $25K | Buy |
569
+100
| +21% | +$4.88K | ﹤0.01% | 740 |
|
|
2015
Q3 | $22K | Hold |
469
| – | – | ﹤0.01% | 717 |
|
|
2015
Q2 | $24K | Sell |
469
-4,425
| -90% | -$230K | ﹤0.01% | 705 |
|
|
2015
Q1 | $253K | Sell |
4,894
-92
| -2% | -$4.62K | 0.01% | 427 |
|
|
2014
Q4 | $259K | Sell |
4,986
-120
| -2% | -$6.22K | 0.01% | 419 |
|
|
2014
Q3 | $269K | Buy |
5,106
+4,417
| +641% | +$231K | 0.01% | 396 |
|
|
2014
Q2 | $34K | Hold |
689
| – | – | ﹤0.01% | 630 |
|
|
2014
Q1 | $32K | Hold |
689
| – | – | ﹤0.01% | 632 |
|
|
2013
Q4 | $34K | Hold |
689
| – | – | ﹤0.01% | 605 |
|
|
2013
Q3 | $29K | Buy |
689
+469
| +213% | +$19.6K | ﹤0.01% | 599 |
|
|
2013
Q2 | $8K | Buy |
+220
| New | +$8.05K | ﹤0.01% | 738 |
|
Other funds holding PFG
NLI
