Versor Investments’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 | $442K | Sell |
5,565
-11,535
| -67% | -$916K | 0.08% | 421 |
|
|
2025
Q1 | $1.44M | Buy |
+17,100
| New | +$1.44M | 0.24% | 106 |
|
|
2024
Q4 | – | Sell |
-9,602
| Closed | -$825K | – | 929 |
|
|
2024
Q3 | $825K | Buy |
+9,602
| New | +$825K | 0.13% | 255 |
|
|
2023
Q2 | – | Sell |
-5,908
| Closed | -$439K | – | 785 |
|
|
2023
Q1 | $439K | Buy |
+5,908
| New | +$439K | 0.06% | 369 |
|
|
2021
Q2 | – | Sell |
-3,533
| Closed | -$212K | – | 390 |
|
|
2021
Q1 | $212K | Buy |
+3,533
| New | +$212K | 0.01% | 226 |
|
|
2020
Q4 | – | Sell |
-8,900
| Closed | -$358K | – | 233 |
|
|
2020
Q3 | $358K | Buy |
8,900
+3,500
| +65% | +$141K | 0.03% | 196 |
|
|
2020
Q2 | $224K | Buy |
+5,400
| New | +$224K | 0.02% | 185 |
|
|
2019
Q4 | – | Sell |
-18,500
| Closed | -$1.06M | – | 355 |
|
|
2019
Q3 | $1.06M | Buy |
+18,500
| New | +$1.06M | 0.07% | 141 |
|