American National Registered Investment Advisor’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,706
| Closed | -$527K | – | 218 |
|
|
2020
Q2 | $527K | Hold |
12,706
| – | – | 0.26% | 117 |
|
|
2020
Q1 | $398K | Hold |
12,706
| – | – | 0.25% | 124 |
|
|
2019
Q4 | $699K | Hold |
12,706
| – | – | 0.34% | 88 |
|
|
2019
Q3 | $726K | Hold |
12,706
| – | – | 0.4% | 77 |
|
|
2019
Q2 | $736K | Hold |
12,706
| – | – | 0.41% | 74 |
|
|
2019
Q1 | $638K | Sell |
12,706
-57
| -0.4% | -$2.83K | 0.35% | 92 |
|
|
2018
Q4 | $564K | Sell |
12,763
-400
| -3% | -$19.7K | 0.35% | 93 |
|
|
2018
Q3 | $771K | Sell |
13,163
-2,025
| -13% | -$113K | 0.41% | 85 |
|
|
2018
Q2 | $804K | Sell |
15,188
-4,175
| -22% | -$243K | 0.39% | 87 |
|
|
2018
Q1 | $1.18M | Sell |
19,363
-575
| -3% | -$37.8K | 0.59% | 44 |
|
|
2017
Q4 | $1.41M | Sell |
19,938
-175
| -0.9% | -$12.1K | 0.67% | 41 |
|
|
2017
Q3 | $1.29M | Sell |
20,113
-6,650
| -25% | -$428K | 0.65% | 41 |
|
|
2017
Q2 | $1.72M | Sell |
26,763
-25
| -0.1% | -$1.59K | 0.72% | 40 |
|
|
2017
Q1 | $1.69M | Hold |
26,788
| – | – | 0.72% | 38 |
|
|
2016
Q4 | $1.55M | Hold |
26,788
| – | – | 0.7% | 41 |
|
|
2016
Q3 | $1.38M | Hold |
26,788
| – | – | 0.64% | 46 |
|
|
2016
Q2 | $1.1M | Hold |
26,788
| – | – | 0.51% | 59 |
|
|
2016
Q1 | $1.06M | Hold |
26,788
| – | – | 0.51% | 54 |
|
|
2015
Q4 | $1.21M | Sell |
26,788
-1,350
| -5% | -$65.9K | 0.59% | 48 |
|
|
2015
Q3 | $1.33M | Hold |
28,138
| – | – | 0.69% | 39 |
|
|
2015
Q2 | $1.44M | Hold |
28,138
| – | – | 0.7% | 39 |
|
|
2015
Q1 | $1.45M | Sell |
28,138
-1,224
| -4% | -$61.5K | 0.69% | 39 |
|
|
2014
Q4 | $1.52M | Sell |
29,362
-201
| -0.7% | -$10.4K | 0.7% | 38 |
|
|
2014
Q3 | $1.55M | Sell |
29,563
-92
| -0.3% | -$4.81K | 0.74% | 32 |
|
|
2014
Q2 | $1.5M | Hold |
29,655
| – | – | 0.71% | 37 |
|
|
2014
Q1 | $1.36M | Hold |
29,655
| – | – | 0.68% | 38 |
|
|
2013
Q4 | $1.46M | Sell |
29,655
-110
| -0.4% | -$5.22K | 0.74% | 32 |
|
|
2013
Q3 | $1.27M | Sell |
29,765
-1,040
| -3% | -$43.4K | 0.72% | 40 |
|
|
2013
Q2 | $1.15M | Buy |
+30,805
| New | +$1.13M | 0.66% | 41 |
|
Other funds holding PFG
NLI
MPI