WesBanco Bank’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,557
| Closed | -$215K | – | 593 |
|
2022
Q4 | $215K | Buy |
+2,557
| New | +$215K | 0.01% | 541 |
|
2022
Q3 | – | Sell |
-3,047
| Closed | -$203K | – | 484 |
|
2022
Q2 | $203K | Hold |
3,047
| – | – | 0.01% | 525 |
|
2022
Q1 | $223K | Buy |
3,047
+264
| +9% | +$19.3K | 0.01% | 539 |
|
2021
Q4 | $202K | Sell |
2,783
-1,500
| -35% | -$109K | 0.01% | 571 |
|
2021
Q3 | $276K | Hold |
4,283
| – | – | 0.01% | 520 |
|
2021
Q2 | $270K | Sell |
4,283
-361
| -8% | -$22.8K | 0.01% | 527 |
|
2021
Q1 | $278K | Buy |
+4,644
| New | +$278K | 0.01% | 495 |
|
2020
Q1 | – | Sell |
-4,033
| Closed | -$222K | – | 507 |
|
2019
Q4 | $222K | Hold |
4,033
| – | – | 0.01% | 482 |
|
2019
Q3 | $230K | Buy |
4,033
+340
| +9% | +$19.4K | 0.01% | 475 |
|
2019
Q2 | $214K | Buy |
+3,693
| New | +$214K | 0.01% | 492 |
|
2018
Q4 | – | Sell |
-3,703
| Closed | -$217K | – | 516 |
|
2018
Q3 | $217K | Buy |
+3,703
| New | +$217K | 0.01% | 493 |
|
2018
Q1 | – | Sell |
-3,203
| Closed | -$226K | – | 537 |
|
2017
Q4 | $226K | Hold |
3,203
| – | – | 0.02% | 389 |
|
2017
Q3 | $206K | Hold |
3,203
| – | – | 0.01% | 484 |
|
2017
Q2 | $205K | Sell |
3,203
-284
| -8% | -$18.2K | 0.01% | 472 |
|
2017
Q1 | $221K | Hold |
3,487
| – | – | 0.01% | 460 |
|
2016
Q4 | $201K | Buy |
+3,487
| New | +$201K | 0.01% | 478 |
|
2015
Q3 | – | Sell |
-4,124
| Closed | -$212K | – | 512 |
|
2015
Q2 | $212K | Hold |
4,124
| – | – | 0.01% | 485 |
|
2015
Q1 | $212K | Hold |
4,124
| – | – | 0.01% | 496 |
|
2014
Q4 | $214K | Hold |
4,124
| – | – | 0.01% | 498 |
|
2014
Q3 | $217K | Buy |
+4,124
| New | +$217K | 0.01% | 484 |
|