Aberdeen Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.6M | Buy |
162,462
+754
| +0.5% | +$68.9K | 0.02% | 504 |
|
|
2025
Q4 | $14.3M | Sell |
161,708
-8,393
| -5% | -$708K | 0.02% | 529 |
|
|
2025
Q3 | $14.1M | Sell |
170,101
-3,335
| -2% | -$267K | 0.02% | 538 |
|
|
2025
Q2 | $13.8M | Buy |
173,436
+7,736
| +5% | +$594K | 0.02% | 522 |
|
|
2025
Q1 | $13.9M | Buy |
165,700
+88,100
| +114% | +$7.33M | 0.03% | 484 |
|
|
2024
Q4 | $6.01M | Sell |
77,600
-10,460
| -12% | -$881K | 0.01% | 618 |
|
|
2024
Q3 | $7.56M | Sell |
88,060
-946
| -1% | -$76.4K | 0.01% | 570 |
|
|
2024
Q2 | $6.98M | Sell |
89,006
-10,848
| -11% | -$881K | 0.01% | 571 |
|
|
2024
Q1 | $8.62M | Sell |
99,854
-619
| -0.6% | -$49.7K | 0.02% | 576 |
|
|
2023
Q4 | $7.9M | Buy |
100,473
+41,728
| +71% | +$3.02M | 0.02% | 591 |
|
|
2023
Q3 | $4.23M | Sell |
58,745
-32,096
| -35% | -$2.49M | 0.01% | 590 |
|
|
2023
Q2 | $6.89M | Buy |
90,841
+16,420
| +22% | +$1.18M | 0.02% | 528 |
|
|
2023
Q1 | $5.53M | Sell |
74,421
-1,296
| -2% | -$110K | 0.01% | 557 |
|
|
2022
Q4 | $6.35M | Buy |
75,717
+5,819
| +8% | +$499K | 0.02% | 520 |
|
|
2022
Q3 | $5.04M | Sell |
69,898
-3,533
| -5% | -$254K | 0.02% | 548 |
|
|
2022
Q2 | $4.92M | Sell |
73,431
-16,064
| -18% | -$1.13M | 0.02% | 550 |
|
|
2022
Q1 | $6.66M | Sell |
89,495
-32,919
| -27% | -$2.38M | 0.02% | 529 |
|
|
2021
Q4 | $8.85M | Sell |
122,414
-12,648
| -9% | -$883K | 0.02% | 515 |
|
|
2021
Q3 | $8.74M | Sell |
135,062
-3,281
| -2% | -$211K | 0.02% | 523 |
|
|
2021
Q2 | $8.74M | Buy |
138,343
+892
| +0.6% | +$57K | 0.02% | 531 |
|
|
2021
Q1 | $8.24M | Sell |
137,451
-3,338
| -2% | -$186K | 0.02% | 538 |
|
|
2020
Q4 | $6.98M | Buy |
140,789
+2,706
| +2% | +$124K | 0.02% | 540 |
|
|
2020
Q3 | $5.56M | Sell |
138,083
-12,648
| -8% | -$539K | 0.01% | 525 |
|
|
2020
Q2 | $6.26M | Sell |
150,731
-7,522
| -5% | -$274K | 0.02% | 496 |
|
|
2020
Q1 | $4.96M | Buy |
158,253
+4,977
| +3% | +$235K | 0.02% | 518 |
|
|
2019
Q4 | $8.43M | Sell |
153,276
-4,333
| -3% | -$237K | 0.02% | 493 |
|
|
2019
Q3 | $9.01M | Sell |
157,609
-3,088
| -2% | -$174K | 0.02% | 464 |
|
|
2019
Q2 | $9.31M | Sell |
160,697
-3,265
| -2% | -$180K | 0.02% | 526 |
|
|
2019
Q1 | $8.23M | Buy |
163,962
+49,668
| +43% | +$2.46M | 0.02% | 544 |
|
|
2018
Q4 | $5.03M | Sell |
114,294
-2,688
| -2% | -$132K | 0.01% | 569 |
|
|
2018
Q3 | $6.85M | Buy |
116,982
+7,037
| +6% | +$392K | 0.01% | 560 |
|
|
2018
Q2 | $5.82M | Buy |
109,945
+15,890
| +17% | +$923K | 0.01% | 573 |
|
|
2018
Q1 | $5.73M | Buy |
94,055
+3,801
| +4% | +$250K | 0.01% | 527 |
|
|
2017
Q4 | $6.37M | Sell |
90,254
-3,992
| -4% | -$275K | 0.01% | 519 |
|
|
2017
Q3 | $6.06M | Buy |
+94,246
| New | +$6.06M | 0.01% | 525 |
|
Other funds holding PFG
NLI
VCM
VPM
