Zions Bancorporation’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11K | Hold |
142
| – | – | ﹤0.01% | 604 |
|
|
2024
Q3 | $12.2K | Sell |
142
-15
| -10% | -$1.29K | ﹤0.01% | 597 |
|
|
2024
Q2 | $12.3K | Sell |
157
-8
| -5% | -$628 | ﹤0.01% | 632 |
|
|
2024
Q1 | $14.2K | Hold |
165
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $13K | Hold |
165
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $11.9K | Sell |
165
-1
| -0.6% | -$72 | ﹤0.01% | 596 |
|
|
2023
Q2 | $12.6K | Buy |
166
+31
| +23% | +$2.35K | ﹤0.01% | 599 |
|
|
2023
Q1 | $10K | Sell |
135
-17
| -11% | -$1.26K | ﹤0.01% | 644 |
|
|
2022
Q4 | $12.8K | Sell |
152
-75
| -33% | -$6.29K | ﹤0.01% | 651 |
|
|
2022
Q3 | $16K | Sell |
227
-21
| -8% | -$1.48K | ﹤0.01% | 588 |
|
|
2022
Q2 | $17K | Buy |
248
+54
| +28% | +$3.7K | ﹤0.01% | 634 |
|
|
2022
Q1 | $14K | Hold |
194
| – | – | ﹤0.01% | 743 |
|
|
2021
Q4 | $14K | Sell |
194
-223
| -53% | -$16.1K | ﹤0.01% | 695 |
|
|
2021
Q3 | $27K | Buy |
417
+237
| +132% | +$15.3K | ﹤0.01% | 553 |
|
|
2021
Q2 | $11K | Buy |
180
+3
| +2% | +$183 | ﹤0.01% | 717 |
|
|
2021
Q1 | $11K | Buy |
177
+24
| +16% | +$1.49K | ﹤0.01% | 685 |
|
|
2020
Q4 | $8K | Buy |
153
+8
| +6% | +$418 | ﹤0.01% | 725 |
|
|
2020
Q3 | $6K | Buy |
145
+58
| +67% | +$2.4K | ﹤0.01% | 784 |
|
|
2020
Q2 | $4K | Sell |
87
-251
| -74% | -$11.5K | ﹤0.01% | 784 |
|
|
2020
Q1 | $11K | Sell |
338
-336
| -50% | -$10.9K | ﹤0.01% | 573 |
|
|
2019
Q4 | $37K | Sell |
674
-47
| -7% | -$2.58K | 0.01% | 467 |
|
|
2019
Q3 | $41K | Hold |
721
| – | – | 0.01% | 453 |
|
|
2019
Q2 | $42K | Hold |
721
| – | – | 0.01% | 418 |
|
|
2019
Q1 | $36K | Sell |
721
-3
| -0.4% | -$150 | 0.01% | 475 |
|
|
2018
Q4 | $32K | Buy |
724
+463
| +177% | +$20.5K | 0.02% | 217 |
|
|
2018
Q3 | $15K | Sell |
261
-102
| -28% | -$5.86K | ﹤0.01% | 527 |
|
|
2018
Q2 | $19K | Buy |
+363
| New | +$19K | 0.01% | 284 |
|
|
2018
Q1 | – | Sell |
-378
| Closed | -$27K | – | 650 |
|
|
2017
Q4 | $27K | Hold |
378
| – | – | ﹤0.01% | 384 |
|
|
2017
Q3 | $24K | Buy |
378
+289
| +325% | +$18.3K | ﹤0.01% | 696 |
|
|
2017
Q2 | $6K | Sell |
89
-148
| -62% | -$9.98K | ﹤0.01% | 417 |
|
|
2017
Q1 | $15K | Buy |
237
+8
| +3% | +$506 | ﹤0.01% | 317 |
|
|
2016
Q4 | $13K | Sell |
229
-14
| -6% | -$795 | ﹤0.01% | 458 |
|
|
2016
Q3 | $13K | Hold |
243
| – | – | ﹤0.01% | 446 |
|
|
2016
Q2 | $10K | Hold |
243
| – | – | ﹤0.01% | 445 |
|
|
2016
Q1 | $10K | Buy |
243
+132
| +119% | +$5.43K | ﹤0.01% | 525 |
|
|
2015
Q4 | $4K | Hold |
111
| – | – | ﹤0.01% | 643 |
|
|
2015
Q3 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 581 |
|
|
2015
Q2 | – | Sell |
-111
| Closed | -$6K | – | 600 |
|
|
2015
Q1 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 630 |
|