Voloridge Investment 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 | $35.2M | Sell |
443,678
-329,341
| -43% | -$26.2M | 0.13% | 199 |
|
|
2025
Q1 | $65.2M | Sell |
773,019
-106,685
| -12% | -$9M | 0.24% | 114 |
|
|
2024
Q4 | $68.1M | Buy |
879,704
+17,600
| +2% | +$1.36M | 0.24% | 121 |
|
|
2024
Q3 | $74.1M | Buy |
862,104
+197,835
| +30% | +$17M | 0.27% | 88 |
|
|
2024
Q2 | $52.1M | Sell |
664,269
-30,605
| -4% | -$2.4M | 0.19% | 152 |
|
|
2024
Q1 | $60M | Buy |
694,874
+395,139
| +132% | +$34.1M | 0.22% | 125 |
|
|
2023
Q4 | $23.6M | Buy |
+299,735
| New | +$23.6M | 0.09% | 280 |
|
|
2022
Q4 | – | Sell |
-41,802
| Closed | -$3.02M | – | 1589 |
|
|
2022
Q3 | $3.02M | Buy |
+41,802
| New | +$3.02M | 0.02% | 844 |
|
|
2021
Q2 | – | Sell |
-25,418
| Closed | -$1.52M | – | 1733 |
|
|
2021
Q1 | $1.52M | Sell |
25,418
-77,643
| -75% | -$4.66M | 0.01% | 905 |
|
|
2020
Q4 | $5.11M | Buy |
103,061
+75,453
| +273% | +$3.74M | 0.04% | 456 |
|
|
2020
Q3 | $1.11M | Buy |
+27,608
| New | +$1.11M | 0.01% | 906 |
|
|
2020
Q1 | – | Sell |
-59,762
| Closed | -$3.29M | – | 1321 |
|
|
2019
Q4 | $3.29M | Buy |
+59,762
| New | +$3.29M | 0.06% | 375 |
|
|
2019
Q1 | – | Sell |
-28,184
| Closed | -$1.25M | – | 1029 |
|
|
2018
Q4 | $1.25M | Sell |
28,184
-210,398
| -88% | -$9.29M | 0.06% | 246 |
|
|
2018
Q3 | $14M | Buy |
238,582
+59,397
| +33% | +$3.48M | 0.3% | 97 |
|
|
2018
Q2 | $9.49M | Buy |
+179,185
| New | +$9.49M | 0.25% | 93 |
|
|
2018
Q1 | – | Sell |
-74,594
| Closed | -$5.26M | – | 612 |
|
|
2017
Q4 | $5.26M | Buy |
+74,594
| New | +$5.26M | 0.11% | 192 |
|