Wolverine Trading’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,300
| Closed | -$255K | – | 5556 |
|
|
2024
Q4 | $255K | Sell |
3,300
-900
| -21% | -$75.8K | ﹤0.01% | 4218 |
|
|
2024
Q3 | $362K | Buy |
4,200
+600
| +17% | +$48.5K | ﹤0.01% | 3396 |
|
|
2024
Q2 | $282K | Buy |
+3,600
| New | +$292K | ﹤0.01% | 3465 |
|
|
2023
Q3 | – | Sell |
-4,700
| Closed | -$355K | – | 4937 |
|
|
2023
Q2 | $355K | Buy |
4,700
+1,500
| +47% | +$108K | ﹤0.01% | 2922 |
|
|
2023
Q1 | $237K | Buy |
+3,200
| New | +$272K | ﹤0.01% | 3261 |
|
|
2022
Q1 | – | Sell |
-4,300
| Closed | -$310K | – | 6189 |
|
|
2021
Q4 | $310K | Buy |
+4,300
| New | +$300K | ﹤0.01% | 4106 |
|
|
2021
Q3 | – | Sell |
-9,900
| Closed | -$623K | – | 6768 |
|
|
2021
Q2 | $623K | Sell |
9,900
-7,600
| -43% | -$486K | ﹤0.01% | 3377 |
|
|
2021
Q1 | $1.06M | Buy |
+17,500
| New | +$975K | ﹤0.01% | 2674 |
|
|
2020
Q4 | – | Sell |
-8,500
| Closed | -$341K | – | 5305 |
|
|
2020
Q3 | $341K | Buy |
8,500
+100
| +1% | +$4.26K | ﹤0.01% | 3239 |
|
|
2020
Q2 | $339K | Buy |
+8,400
| New | +$306K | ﹤0.01% | 3174 |
|
|
2019
Q2 | – | Sell |
-8,000
| Closed | -$402K | – | 4959 |
|
|
2019
Q1 | $402K | Sell |
8,000
-10,200
| -56% | -$506K | ﹤0.01% | 3013 |
|
|
2018
Q4 | $793K | Buy |
18,200
+9,300
| +104% | +$458K | ﹤0.01% | 2182 |
|
|
2018
Q3 | $521K | Buy |
8,900
+2,900
| +48% | +$162K | ﹤0.01% | 3069 |
|
|
2018
Q2 | $365K | Hold |
6,000
| – | – | ﹤0.01% | 3503 |
|
|
2018
Q1 | $365K | Sell |
6,000
-4,700
| -44% | -$309K | ﹤0.01% | 3503 |
|
|
2017
Q4 | $755K | Sell |
10,700
-700
| -6% | -$48.2K | ﹤0.01% | 2532 |
|
|
2017
Q3 | $733K | Buy |
+11,400
| New | +$733K | ﹤0.01% | 2194 |
|
|
2017
Q1 | – | Sell |
-12,900
| Closed | -$746K | – | 4811 |
|
|
2016
Q4 | $746K | Sell |
12,900
-2,200
| -15% | -$123K | ﹤0.01% | 2201 |
|
|
2016
Q3 | $763K | Sell |
15,100
-2,200
| -13% | -$103K | ﹤0.01% | 2159 |
|
|
2016
Q2 | $697K | Buy |
+17,300
| New | +$730K | ﹤0.01% | 1905 |
|
Other funds holding PFG
NLI
