Zacks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-59,877
| Closed | -$2.41M | – | 565 |
|
|
2020
Q3 | $2.41M | Buy |
59,877
+16,710
| +39% | +$673K | 0.05% | 203 |
|
|
2020
Q2 | $1.79M | Buy |
43,167
+1,921
| +5% | +$79.8K | 0.04% | 215 |
|
|
2020
Q1 | $1.29M | Buy |
41,246
+1,277
| +3% | +$40K | 0.03% | 257 |
|
|
2019
Q4 | $2.2M | Sell |
39,969
-1,092
| -3% | -$60.1K | 0.04% | 246 |
|
|
2019
Q3 | $2.35M | Buy |
+41,061
| New | +$2.35M | 0.05% | 228 |
|
|
2017
Q4 | – | Sell |
-3,305
| Closed | -$213K | – | 632 |
|
|
2017
Q3 | $213K | Hold |
3,305
| – | – | 0.01% | 509 |
|
|
2017
Q2 | $212K | Hold |
3,305
| – | – | 0.01% | 528 |
|
|
2017
Q1 | $209K | Buy |
+3,305
| New | +$209K | 0.01% | 578 |
|
|
2016
Q4 | – | Sell |
-4,526
| Closed | -$233K | – | 710 |
|
|
2016
Q3 | $233K | Buy |
+4,526
| New | +$233K | 0.01% | 542 |
|