Vontobel Holding’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 | $515K | Buy |
6,479
+377
| +6% | +$29.9K | ﹤0.01% | 780 |
|
|
2025
Q1 | $515K | Sell |
6,102
-545
| -8% | -$46K | ﹤0.01% | 778 |
|
|
2024
Q4 | $515K | Hold |
6,647
| – | – | ﹤0.01% | 784 |
|
|
2024
Q3 | $571K | Hold |
6,647
| – | – | ﹤0.01% | 754 |
|
|
2024
Q2 | $521K | Sell |
6,647
-307
| -4% | -$24.1K | ﹤0.01% | 751 |
|
|
2024
Q1 | $600K | Sell |
6,954
-122
| -2% | -$10.5K | ﹤0.01% | 719 |
|
|
2023
Q4 | $557K | Sell |
7,076
-1,212
| -15% | -$95.3K | ﹤0.01% | 771 |
|
|
2023
Q3 | $597K | Sell |
8,288
-1,500
| -15% | -$108K | 0.01% | 715 |
|
|
2023
Q2 | $742K | Sell |
9,788
-374
| -4% | -$28.4K | 0.01% | 684 |
|
|
2023
Q1 | $755K | Buy |
10,162
+1,119
| +12% | +$83.2K | 0.01% | 667 |
|
|
2022
Q4 | $763K | Buy |
9,043
+5,117
| +130% | +$432K | 0.01% | 642 |
|
|
2022
Q3 | $280K | Sell |
3,926
-706
| -15% | -$50.4K | ﹤0.01% | 870 |
|
|
2022
Q2 | $313K | Sell |
4,632
-615
| -12% | -$41.6K | ﹤0.01% | 834 |
|
|
2022
Q1 | $391K | Sell |
5,247
-406
| -7% | -$30.3K | ﹤0.01% | 857 |
|
|
2021
Q4 | $408K | Buy |
5,653
+916
| +19% | +$66.1K | ﹤0.01% | 854 |
|
|
2021
Q3 | $305K | Buy |
4,737
+924
| +24% | +$59.5K | ﹤0.01% | 936 |
|
|
2021
Q2 | $240K | Sell |
3,813
-419
| -10% | -$26.4K | ﹤0.01% | 992 |
|
|
2021
Q1 | $254K | Hold |
4,232
| – | – | ﹤0.01% | 862 |
|
|
2020
Q4 | $229K | Buy |
+4,232
| New | +$229K | ﹤0.01% | 819 |
|