Ameritas Investment Partners’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 | $180K | Hold |
2,270
| – | – | 0.01% | 1356 |
|
|
2025
Q1 | $192K | Sell |
2,270
-153
| -6% | -$12.9K | 0.01% | 1283 |
|
|
2024
Q4 | $188K | Hold |
2,423
| – | – | 0.01% | 1364 |
|
|
2024
Q3 | $208K | Sell |
2,423
-215
| -8% | -$18.5K | 0.01% | 1290 |
|
|
2024
Q2 | $207K | Hold |
2,638
| – | – | 0.01% | 1243 |
|
|
2024
Q1 | $228K | Sell |
2,638
-220
| -8% | -$19K | 0.01% | 1203 |
|
|
2023
Q4 | $225K | Buy |
2,858
+27
| +1% | +$2.12K | 0.01% | 1193 |
|
|
2023
Q3 | $204K | Buy |
2,831
+84
| +3% | +$6.05K | 0.01% | 1164 |
|
|
2023
Q2 | $208K | Hold |
2,747
| – | – | 0.01% | 1106 |
|
|
2023
Q1 | $204K | Hold |
2,747
| – | – | 0.01% | 1087 |
|
|
2022
Q4 | $245K | Sell |
2,747
-194
| -7% | -$17.3K | 0.01% | 1019 |
|
|
2022
Q3 | $212K | Hold |
2,941
| – | – | 0.01% | 1028 |
|
|
2022
Q2 | $196K | Sell |
2,941
-291
| -9% | -$19.4K | 0.01% | 1077 |
|
|
2022
Q1 | $237K | Hold |
3,232
| – | – | 0.01% | 1075 |
|
|
2021
Q4 | $234K | Sell |
3,232
-277
| -8% | -$20.1K | 0.01% | 1135 |
|
|
2021
Q3 | $226K | Hold |
3,509
| – | – | 0.01% | 1124 |
|
|
2021
Q2 | $222K | Hold |
3,509
| – | – | 0.01% | 1169 |
|
|
2021
Q1 | $210K | Sell |
3,509
-406
| -10% | -$24.3K | 0.01% | 1175 |
|
|
2020
Q4 | $194K | Sell |
3,915
-680
| -15% | -$33.7K | 0.01% | 1177 |
|
|
2020
Q3 | $185K | Hold |
4,595
| – | – | 0.01% | 1080 |
|
|
2020
Q2 | $190K | Hold |
4,595
| – | – | 0.01% | 1047 |
|
|
2020
Q1 | $143K | Sell |
4,595
-36
| -0.8% | -$1.12K | 0.01% | 1073 |
|
|
2019
Q4 | $254K | Buy |
4,631
+139
| +3% | +$7.62K | 0.01% | 954 |
|
|
2019
Q3 | $257K | Hold |
4,492
| – | – | 0.01% | 931 |
|
|
2019
Q2 | $260K | Sell |
4,492
-357
| -7% | -$20.7K | 0.01% | 933 |
|
|
2019
Q1 | $243K | Hold |
4,849
| – | – | 0.01% | 952 |
|
|
2018
Q4 | $214K | Hold |
4,849
| – | – | 0.01% | 931 |
|
|
2018
Q3 | $284K | Sell |
4,849
-279
| -5% | -$16.3K | 0.01% | 901 |
|
|
2018
Q2 | $272K | Sell |
5,128
-685
| -12% | -$36.3K | 0.01% | 912 |
|
|
2018
Q1 | $354K | Hold |
5,813
| – | – | 0.02% | 832 |
|
|
2017
Q4 | $410K | Sell |
5,813
-337
| -5% | -$23.8K | 0.02% | 796 |
|
|
2017
Q3 | $384K | Hold |
6,150
| – | – | 0.02% | 812 |
|
|
2017
Q2 | $394K | Hold |
6,150
| – | – | 0.02% | 808 |
|
|
2017
Q1 | $388K | Sell |
6,150
-244
| -4% | -$15.4K | 0.02% | 815 |
|
|
2016
Q4 | $370K | Hold |
6,394
| – | – | 0.02% | 811 |
|
|
2016
Q3 | $329K | Buy |
6,394
+1,065
| +20% | +$54.8K | 0.02% | 835 |
|
|
2016
Q2 | $219K | Buy |
+5,329
| New | +$219K | 0.01% | 911 |
|
|
2016
Q1 | – | Sell |
-5,048
| Closed | -$227K | – | 1183 |
|
|
2015
Q4 | $227K | Hold |
5,048
| – | – | 0.02% | 886 |
|
|
2015
Q3 | $239K | Hold |
5,048
| – | – | 0.02% | 858 |
|
|
2015
Q2 | $259K | Hold |
5,048
| – | – | 0.02% | 871 |
|
|
2015
Q1 | $259K | Hold |
5,048
| – | – | 0.02% | 899 |
|
|
2014
Q4 | $262K | Hold |
5,048
| – | – | 0.02% | 880 |
|
|
2014
Q3 | $265K | Sell |
5,048
-301
| -6% | -$15.8K | 0.02% | 855 |
|
|
2014
Q2 | $270K | Sell |
5,349
-249
| -4% | -$12.6K | 0.02% | 874 |
|
|
2014
Q1 | $257K | Sell |
5,598
-266
| -5% | -$12.2K | 0.02% | 876 |
|
|
2013
Q4 | $289K | Hold |
5,864
| – | – | 0.02% | 834 |
|
|
2013
Q3 | $251K | Buy |
+5,864
| New | +$251K | 0.02% | 832 |
|