Vident Advisory’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 | $2.16M | Buy |
27,198
+3,147
| +13% | +$250K | 0.02% | 482 |
|
|
2025
Q1 | $2.03M | Buy |
24,051
+17,358
| +259% | +$1.46M | 0.03% | 481 |
|
|
2024
Q4 | $518K | Buy |
6,693
+287
| +4% | +$22.2K | 0.01% | 924 |
|
|
2024
Q3 | $550K | Sell |
6,406
-536
| -8% | -$46K | 0.01% | 871 |
|
|
2024
Q2 | $545K | Sell |
6,942
-650
| -9% | -$51K | 0.02% | 835 |
|
|
2024
Q1 | $655K | Sell |
7,592
-29,052
| -79% | -$2.51M | 0.01% | 707 |
|
|
2023
Q4 | $2.88M | Buy |
36,644
+563
| +2% | +$44.3K | 0.07% | 294 |
|
|
2023
Q3 | $2.6M | Buy |
+36,081
| New | +$2.6M | 0.08% | 267 |
|