Advisors Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
37,030
+2,148
| +6% | +$171K | 0.05% | 466 |
|
|
2025
Q1 | $2.94M | Buy |
34,882
+2,623
| +8% | +$221K | 0.06% | 457 |
|
|
2024
Q4 | $2.5M | Sell |
32,259
-1,480
| -4% | -$115K | 0.05% | 506 |
|
|
2024
Q3 | $2.9M | Sell |
33,739
-2,351
| -7% | -$202K | 0.05% | 454 |
|
|
2024
Q2 | $2.83M | Sell |
36,090
-5,763
| -14% | -$452K | 0.06% | 445 |
|
|
2024
Q1 | $3.61M | Sell |
41,853
-5,802
| -12% | -$501K | 0.07% | 352 |
|
|
2023
Q4 | $3.75M | Sell |
47,655
-10,513
| -18% | -$827K | 0.08% | 326 |
|
|
2023
Q3 | $4.19M | Sell |
58,168
-4,961
| -8% | -$358K | 0.09% | 282 |
|
|
2023
Q2 | $4.79M | Buy |
63,129
+516
| +0.8% | +$39.1K | 0.1% | 249 |
|
|
2023
Q1 | $4.65M | Buy |
62,613
+10,194
| +19% | +$758K | 0.09% | 263 |
|
|
2022
Q4 | $4.4M | Buy |
52,419
+14,661
| +39% | +$1.23M | 0.09% | 261 |
|
|
2022
Q3 | $2.72M | Buy |
37,758
+1,535
| +4% | +$111K | 0.06% | 400 |
|
|
2022
Q2 | $2.42M | Buy |
36,223
+2,394
| +7% | +$160K | 0.05% | 451 |
|
|
2022
Q1 | $2.48M | Sell |
33,829
-2,022
| -6% | -$148K | 0.04% | 517 |
|
|
2021
Q4 | $2.59M | Sell |
35,851
-7,805
| -18% | -$565K | 0.04% | 518 |
|
|
2021
Q3 | $2.81M | Sell |
43,656
-7,329
| -14% | -$472K | 0.04% | 470 |
|
|
2021
Q2 | $3.22M | Sell |
50,985
-10,925
| -18% | -$690K | 0.05% | 422 |
|
|
2021
Q1 | $3.71M | Sell |
61,910
-6,649
| -10% | -$399K | 0.06% | 343 |
|
|
2020
Q4 | $3.4M | Sell |
68,559
-7,708
| -10% | -$382K | 0.06% | 352 |
|
|
2020
Q3 | $3.07M | Sell |
76,267
-11,361
| -13% | -$457K | 0.06% | 325 |
|
|
2020
Q2 | $3.64M | Sell |
87,628
-1,552
| -2% | -$64.5K | 0.07% | 274 |
|
|
2020
Q1 | $2.8M | Buy |
89,180
+6,991
| +9% | +$219K | 0.07% | 302 |
|
|
2019
Q4 | $4.52M | Buy |
82,189
+4,905
| +6% | +$270K | 0.08% | 276 |
|
|
2019
Q3 | $4.42M | Buy |
77,284
+11,032
| +17% | +$630K | 0.08% | 277 |
|
|
2019
Q2 | $3.84M | Buy |
66,252
+18,037
| +37% | +$1.04M | 0.07% | 328 |
|
|
2019
Q1 | $2.42M | Buy |
48,215
+13,928
| +41% | +$699K | 0.04% | 475 |
|
|
2018
Q4 | $1.51M | Buy |
34,287
+7,200
| +27% | +$318K | 0.03% | 616 |
|
|
2018
Q3 | $1.59M | Sell |
27,087
-265
| -1% | -$15.5K | 0.03% | 683 |
|
|
2018
Q2 | $1.45M | Sell |
27,352
-12,787
| -32% | -$677K | 0.02% | 714 |
|
|
2018
Q1 | $2.5M | Sell |
40,139
-15,408
| -28% | -$960K | 0.04% | 536 |
|
|
2017
Q4 | $3.92M | Sell |
55,547
-21,508
| -28% | -$1.52M | 0.06% | 398 |
|
|
2017
Q3 | $4.96M | Sell |
77,055
-5,077
| -6% | -$327K | 0.08% | 330 |
|
|
2017
Q2 | $5.26M | Sell |
82,132
-6,500
| -7% | -$416K | 0.09% | 316 |
|
|
2017
Q1 | $5.59M | Sell |
88,632
-5,736
| -6% | -$362K | 0.09% | 296 |
|
|
2016
Q4 | $5.46M | Buy |
94,368
+6,416
| +7% | +$371K | 0.09% | 317 |
|
|
2016
Q3 | $4.53M | Buy |
87,952
+17,850
| +25% | +$919K | 0.07% | 382 |
|
|
2016
Q2 | $2.88M | Buy |
70,102
+27,403
| +64% | +$1.13M | 0.05% | 543 |
|
|
2016
Q1 | $1.68M | Buy |
42,699
+21,923
| +106% | +$865K | 0.03% | 690 |
|
|
2015
Q4 | $935K | Buy |
20,776
+15,554
| +298% | +$700K | 0.01% | 928 |
|
|
2015
Q3 | $247K | Sell |
5,222
-4,530
| -46% | -$214K | ﹤0.01% | 1312 |
|
|
2015
Q2 | $500K | Sell |
9,752
-3,381
| -26% | -$173K | 0.01% | 1122 |
|
|
2015
Q1 | $675K | Sell |
13,133
-3,085
| -19% | -$159K | 0.01% | 991 |
|
|
2014
Q4 | $842K | Sell |
16,218
-3,593
| -18% | -$187K | 0.01% | 907 |
|
|
2014
Q3 | $1.04M | Buy |
19,811
+496
| +3% | +$26K | 0.01% | 796 |
|
|
2014
Q2 | $975K | Buy |
19,315
+5,270
| +38% | +$266K | 0.01% | 833 |
|
|
2014
Q1 | $646K | Buy |
14,045
+3,640
| +35% | +$167K | 0.01% | 906 |
|
|
2013
Q4 | $513K | Buy |
10,405
+3,094
| +42% | +$153K | 0.01% | 954 |
|
|
2013
Q3 | $313K | Buy |
7,311
+2,137
| +41% | +$91.5K | 0.01% | 1026 |
|
|
2013
Q2 | $194K | Buy |
+5,174
| New | +$194K | ﹤0.01% | 1115 |
|