Allstate Corporation’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 | – | Sell |
-8,140
| Closed | -$687K | – | 464 |
|
|
2025
Q1 | $687K | Buy |
8,140
+1,426
| +21% | +$120K | 0.02% | 438 |
|
|
2024
Q4 | $520K | Buy |
+6,714
| New | +$520K | 0.02% | 468 |
|
|
2023
Q1 | – | Sell |
-8,335
| Closed | -$699K | – | 466 |
|
|
2022
Q4 | $699K | Hold |
8,335
| – | – | 0.02% | 430 |
|
|
2022
Q3 | $601K | Hold |
8,335
| – | – | 0.02% | 451 |
|
|
2022
Q2 | $557K | Sell |
8,335
-220
| -3% | -$14.7K | 0.02% | 480 |
|
|
2022
Q1 | $628K | Sell |
8,555
-20,456
| -71% | -$1.5M | 0.02% | 482 |
|
|
2021
Q4 | $2.1M | Buy |
29,011
+20,676
| +248% | +$1.5M | 0.04% | 383 |
|
|
2021
Q3 | $537K | Sell |
8,335
-1,215
| -13% | -$78.3K | 0.02% | 494 |
|
|
2021
Q2 | $603K | Sell |
9,550
-1,079
| -10% | -$68.1K | 0.02% | 468 |
|
|
2021
Q1 | $637K | Buy |
10,629
+326
| +3% | +$19.5K | 0.02% | 467 |
|
|
2020
Q4 | $511K | Hold |
10,303
| – | – | 0.02% | 507 |
|
|
2020
Q3 | $415K | Hold |
10,303
| – | – | 0.01% | 480 |
|
|
2020
Q2 | $428K | Buy |
10,303
+2,325
| +29% | +$96.6K | 0.01% | 485 |
|
|
2020
Q1 | $250K | Sell |
7,978
-47,629
| -86% | -$1.49M | 0.01% | 537 |
|
|
2019
Q4 | $3.06M | Hold |
55,607
| – | – | 0.06% | 214 |
|
|
2019
Q3 | $3.18M | Buy |
55,607
+8,089
| +17% | +$462K | 0.05% | 202 |
|
|
2019
Q2 | $2.75M | Hold |
47,518
| – | – | 0.05% | 225 |
|
|
2019
Q1 | $2.39M | Buy |
47,518
+4,837
| +11% | +$243K | 0.06% | 222 |
|
|
2018
Q4 | $1.89M | Buy |
+42,681
| New | +$1.89M | 0.06% | 224 |
|
|
2016
Q1 | – | Sell |
-19,366
| Closed | -$871K | – | 162 |
|
|
2015
Q4 | $871K | Buy |
19,366
+1,323
| +7% | +$59.5K | 0.08% | 168 |
|
|
2015
Q3 | $854K | Sell |
18,043
-20,355
| -53% | -$963K | 0.09% | 191 |
|
|
2015
Q2 | $1.97M | Buy |
38,398
+16,261
| +73% | +$834K | 0.18% | 175 |
|
|
2015
Q1 | $1.14M | Sell |
22,137
-8,477
| -28% | -$435K | 0.1% | 208 |
|
|
2014
Q4 | $1.59M | Hold |
30,614
| – | – | 0.12% | 187 |
|
|
2014
Q3 | $1.61M | Buy |
+30,614
| New | +$1.61M | 0.07% | 233 |
|