Allstate Corporation’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	$2.24M	Buy	24,849 +10,835	+77%	+$990K	0.02%	473
2025 Q4	$1.24M	Buy	14,014 +6,823	+95%	+$576K	0.02%	480
2025 Q3	$596K	Buy	+7,191	New	+$575K	0.01%	483
2025 Q2	–	Sell	-8,140	Closed	-$687K	–	464
2025 Q1	$687K	Buy	8,140 +1,426	+21%	+$119K	0.02%	438
2024 Q4	$520K	Buy	+6,714	New	+$566K	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%	-$15.5K	0.02%	480
2022 Q1	$628K	Sell	8,555 -20,456	-71%	-$1.48M	0.02%	482
2021 Q4	$2.1M	Buy	29,011 +20,676	+248%	+$1.44M	0.04%	383
2021 Q3	$537K	Sell	8,335 -1,215	-13%	-$78K	0.02%	494
2021 Q2	$603K	Sell	9,550 -1,079	-10%	-$69K	0.02%	468
2021 Q1	$637K	Buy	10,629 +326	+3%	+$18.2K	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%	+$84.8K	0.01%	485
2020 Q1	$250K	Sell	7,978 -47,629	-86%	-$2.25M	0.01%	537
2019 Q4	$3.06M	Hold	55,607	–	–	0.06%	214
2019 Q3	$3.18M	Buy	55,607 +8,089	+17%	+$455K	0.05%	202
2019 Q2	$2.75M	Hold	47,518	–	–	0.05%	225
2019 Q1	$2.38M	Buy	47,518 +4,837	+11%	+$240K	0.06%	222
2018 Q4	$1.89M	Buy	+42,681	New	+$2.1M	0.06%	224
2016 Q1	–	Sell	-19,366	Closed	-$871K	–	162
2015 Q4	$871K	Buy	19,366 +1,323	+7%	+$64.6K	0.08%	168
2015 Q3	$854K	Sell	18,043 -20,355	-53%	-$1.05M	0.09%	191
2015 Q2	$1.97M	Buy	38,398 +16,261	+73%	+$844K	0.18%	175
2015 Q1	$1.14M	Sell	22,137 -8,477	-28%	-$426K	0.1%	208
2014 Q4	$1.59M	Hold	30,614	–	–	0.12%	187
2014 Q3	$1.61M	Buy	+30,614	New	+$1.6M	0.07%	233