Zurich Cantonal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
313,766
+21,787
| +7% | +$1.73M | 0.06% | 275 |
|
|
2025
Q1 | $24.6M | Buy |
291,979
+137,445
| +89% | +$11.6M | 0.07% | 254 |
|
|
2024
Q4 | $12M | Buy |
154,534
+38,952
| +34% | +$3.02M | 0.03% | 397 |
|
|
2024
Q3 | $9.93M | Buy |
115,582
+17,931
| +18% | +$1.54M | 0.03% | 439 |
|
|
2024
Q2 | $7.66M | Buy |
97,651
+3,071
| +3% | +$241K | 0.02% | 459 |
|
|
2024
Q1 | $8.16M | Sell |
94,580
-3,332
| -3% | -$288K | 0.03% | 443 |
|
|
2023
Q4 | $7.7M | Buy |
97,912
+5,502
| +6% | +$433K | 0.03% | 442 |
|
|
2023
Q3 | $6.66M | Buy |
92,410
+6,692
| +8% | +$482K | 0.03% | 439 |
|
|
2023
Q2 | $6.5M | Sell |
85,718
-1,789
| -2% | -$136K | 0.03% | 448 |
|
|
2023
Q1 | $6.5M | Sell |
87,507
-598
| -0.7% | -$44.4K | 0.03% | 432 |
|
|
2022
Q4 | $7.39M | Sell |
88,105
-1,712
| -2% | -$144K | 0.04% | 402 |
|
|
2022
Q3 | $6.48M | Buy |
89,817
+7,078
| +9% | +$511K | 0.04% | 406 |
|
|
2022
Q2 | $5.53M | Sell |
82,739
-4,812
| -5% | -$321K | 0.03% | 434 |
|
|
2022
Q1 | $6.43M | Buy |
87,551
+11,726
| +15% | +$861K | 0.03% | 441 |
|
|
2021
Q4 | $5.48M | Buy |
75,825
+11,583
| +18% | +$838K | 0.03% | 498 |
|
|
2021
Q3 | $4.14M | Sell |
64,242
-6,370
| -9% | -$410K | 0.02% | 563 |
|
|
2021
Q2 | $4.46M | Sell |
70,612
-23,632
| -25% | -$1.49M | 0.02% | 522 |
|
|
2021
Q1 | $5.65M | Sell |
94,244
-1,562
| -2% | -$93.7K | 0.03% | 452 |
|
|
2020
Q4 | $4.75M | Sell |
95,806
-52,546
| -35% | -$2.61M | 0.03% | 504 |
|
|
2020
Q3 | $5.97M | Buy |
148,352
+42,512
| +40% | +$1.71M | 0.04% | 388 |
|
|
2020
Q2 | $4.4M | Buy |
105,840
+35,440
| +50% | +$1.47M | 0.04% | 421 |
|
|
2020
Q1 | $2.21M | Sell |
70,400
-204,629
| -74% | -$6.41M | 0.02% | 586 |
|
|
2019
Q4 | $15.1M | Buy |
275,029
+4,792
| +2% | +$264K | 0.12% | 193 |
|
|
2019
Q3 | $15.4M | Sell |
270,237
-9,066
| -3% | -$518K | 0.13% | 180 |
|
|
2019
Q2 | $16.2M | Buy |
279,303
+188,504
| +208% | +$10.9M | 0.14% | 162 |
|
|
2019
Q1 | $4.56M | Sell |
90,799
-624
| -0.7% | -$31.3K | 0.04% | 427 |
|
|
2018
Q4 | $4.04M | Sell |
91,423
-120,560
| -57% | -$5.32M | 0.04% | 425 |
|
|
2018
Q3 | $12.4M | Sell |
211,983
-13,774
| -6% | -$807K | 0.11% | 233 |
|
|
2018
Q2 | $12M | Sell |
225,757
-6,687
| -3% | -$354K | 0.11% | 230 |
|
|
2018
Q1 | $14.2M | Sell |
232,444
-20,930
| -8% | -$1.27M | 0.13% | 197 |
|
|
2017
Q4 | $17.9M | Buy |
253,374
+45,470
| +22% | +$3.21M | 0.16% | 150 |
|
|
2017
Q3 | $13.4M | Buy |
207,904
+23,310
| +13% | +$1.5M | 0.12% | 194 |
|
|
2017
Q2 | $11.8M | Sell |
184,594
-2,023
| -1% | -$130K | 0.12% | 203 |
|
|
2017
Q1 | $11.8M | Buy |
186,617
+30,216
| +19% | +$1.91M | 0.12% | 200 |
|
|
2016
Q4 | $9.05M | Sell |
156,401
-13,121
| -8% | -$759K | 0.09% | 233 |
|
|
2016
Q3 | $8.73M | Buy |
169,522
+37,723
| +29% | +$1.94M | 0.09% | 242 |
|
|
2016
Q2 | $5.42M | Buy |
131,799
+64,822
| +97% | +$2.66M | 0.07% | 303 |
|
|
2016
Q1 | $2.64M | Sell |
66,977
-1,918
| -3% | -$75.7K | 0.03% | 473 |
|
|
2015
Q4 | $3.1M | Sell |
68,895
-29,012
| -30% | -$1.31M | 0.04% | 430 |
|
|
2015
Q3 | $4.64M | Sell |
97,907
-3,650
| -4% | -$173K | 0.07% | 282 |
|
|
2015
Q2 | $5.21M | Buy |
101,557
+20,113
| +25% | +$1.03M | 0.07% | 274 |
|
|
2015
Q1 | $4.18M | Buy |
81,444
+20,347
| +33% | +$1.05M | 0.06% | 325 |
|
|
2014
Q4 | $3.17M | Buy |
61,097
+29,574
| +94% | +$1.54M | 0.1% | 267 |
|
|
2014
Q3 | $1.65M | Hold |
31,523
| – | – | 0.05% | 406 |
|
|
2014
Q2 | $1.59M | Buy |
31,523
+1,920
| +6% | +$96.9K | 0.05% | 446 |
|
|
2014
Q1 | $1.36M | Buy |
29,603
+2,516
| +9% | +$116K | 0.04% | 446 |
|
|
2013
Q4 | $1.34M | Buy |
27,087
+2,061
| +8% | +$102K | 0.04% | 413 |
|
|
2013
Q3 | $1.07M | Buy |
25,026
+10,895
| +77% | +$467K | 0.04% | 439 |
|
|
2013
Q2 | $529K | Buy |
+14,131
| New | +$529K | 0.02% | 562 |
|