Zurich Insurance Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,700
| Closed | -$1.15M | – | 243 |
|
|
2022
Q1 | $1.15M | Hold |
15,700
| – | – | 0.01% | 178 |
|
|
2021
Q4 | $1.14M | Hold |
15,700
| – | – | 0.01% | 176 |
|
|
2021
Q3 | $1.01M | Hold |
15,700
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $992K | Buy |
+15,700
| New | +$992K | 0.01% | 200 |
|
|
2019
Q4 | – | Sell |
-25,100
| Closed | -$1.43M | – | 422 |
|
|
2019
Q3 | $1.43M | Buy |
25,100
+9,700
| +63% | +$554K | 0.03% | 418 |
|
|
2019
Q2 | $892K | Hold |
15,400
| – | – | 0.02% | 382 |
|
|
2019
Q1 | $773K | Hold |
15,400
| – | – | 0.02% | 365 |
|
|
2018
Q4 | $680K | Hold |
15,400
| – | – | 0.02% | 348 |
|
|
2018
Q3 | $902K | Hold |
15,400
| – | – | 0.02% | 388 |
|
|
2018
Q2 | $815K | Hold |
15,400
| – | – | 0.02% | 420 |
|
|
2018
Q1 | $938K | Sell |
15,400
-51,506
| -77% | -$3.14M | 0.02% | 450 |
|
|
2017
Q4 | $4.72M | Buy |
66,906
+815
| +1% | +$57.5K | 0.11% | 222 |
|
|
2017
Q3 | $4.25M | Sell |
66,091
-1,899
| -3% | -$122K | 0.12% | 211 |
|
|
2017
Q2 | $4.36M | Sell |
67,990
-11,062
| -14% | -$709K | 0.12% | 201 |
|
|
2017
Q1 | $4.99M | Buy |
79,052
+9,603
| +14% | +$606K | 0.14% | 174 |
|
|
2016
Q4 | $4.02M | Buy |
69,449
+2,578
| +4% | +$149K | 0.13% | 210 |
|
|
2016
Q3 | $3.45M | Buy |
66,871
+37,371
| +127% | +$1.93M | 0.12% | 215 |
|
|
2016
Q2 | $1.21M | Hold |
29,500
| – | – | 0.04% | 309 |
|
|
2016
Q1 | $1.16M | Hold |
29,500
| – | – | 0.04% | 317 |
|
|
2015
Q4 | $1.33M | Hold |
29,500
| – | – | 0.05% | 262 |
|
|
2015
Q3 | $1.4M | Buy |
+29,500
| New | +$1.4M | 0.05% | 186 |
|