Teza Capital Management’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 | $355K | Sell |
4,471
-13,207
| -75% | -$1.05M | 0.26% | 151 |
|
2025
Q1 | $1.49M | Buy |
17,678
+12,877
| +268% | +$1.09M | 0.68% | 16 |
|
2024
Q4 | $372K | Buy |
+4,801
| New | +$372K | 0.06% | 325 |
|
2024
Q3 | – | Sell |
-11,461
| Closed | -$899K | – | 706 |
|
2024
Q2 | $899K | Buy |
+11,461
| New | +$899K | 0.11% | 262 |
|
2024
Q1 | – | Sell |
-53,007
| Closed | -$4.17M | – | 704 |
|
2023
Q4 | $4.17M | Buy |
53,007
+44,297
| +509% | +$3.48M | 0.7% | 26 |
|
2023
Q3 | $628K | Buy |
+8,710
| New | +$628K | 0.1% | 278 |
|
2021
Q4 | – | Sell |
-7,663
| Closed | -$493K | – | 517 |
|
2021
Q3 | $493K | Buy |
+7,663
| New | +$493K | 0.24% | 128 |
|
2021
Q1 | – | Sell |
-4,408
| Closed | -$219K | – | 534 |
|
2020
Q4 | $219K | Buy |
+4,408
| New | +$219K | 0.12% | 241 |
|
2020
Q3 | – | Sell |
-19,517
| Closed | -$811K | – | 550 |
|
2020
Q2 | $811K | Buy |
+19,517
| New | +$811K | 0.18% | 167 |
|
2019
Q4 | – | Sell |
-5,190
| Closed | -$297K | – | 688 |
|
2019
Q3 | $297K | Buy |
+5,190
| New | +$297K | 0.08% | 380 |
|
2019
Q2 | – | Sell |
-14,980
| Closed | -$752K | – | 433 |
|
2019
Q1 | $752K | Buy |
+14,980
| New | +$752K | 0.4% | 84 |
|