Bank of Montreal’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 | $14.5M | Sell |
181,963
-32,654
| -15% | -$2.59M | 0.01% | 757 |
|
|
2025
Q1 | $18.1M | Sell |
214,617
-38,787
| -15% | -$3.27M | 0.01% | 689 |
|
|
2024
Q4 | $19.6M | Sell |
253,404
-250,331
| -50% | -$19.4M | 0.01% | 685 |
|
|
2024
Q3 | $43.4M | Buy |
503,735
+146,473
| +41% | +$12.6M | 0.02% | 489 |
|
|
2024
Q2 | $28.6M | Buy |
357,262
+120,100
| +51% | +$9.62M | 0.01% | 604 |
|
|
2024
Q1 | $20.5M | Buy |
237,162
+14,414
| +6% | +$1.25M | 0.01% | 681 |
|
|
2023
Q4 | $17.7M | Buy |
222,748
+51,031
| +30% | +$4.05M | 0.01% | 735 |
|
|
2023
Q3 | $13.3M | Sell |
171,717
-1,367
| -0.8% | -$106K | ﹤0.01% | 786 |
|
|
2023
Q2 | $13.2M | Sell |
173,084
-1,027
| -0.6% | -$78.3K | ﹤0.01% | 805 |
|
|
2023
Q1 | $12.9M | Buy |
174,111
+5,280
| +3% | +$393K | 0.01% | 772 |
|
|
2022
Q4 | $14.7M | Buy |
168,831
+17,760
| +12% | +$1.54M | 0.01% | 720 |
|
|
2022
Q3 | $10.9K | Sell |
151,071
-10,502
| -6% | -$759 | ﹤0.01% | 806 |
|
|
2022
Q2 | $11.1K | Sell |
161,573
-5,738
| -3% | -$393 | 0.01% | 854 |
|
|
2022
Q1 | $12.5M | Sell |
167,311
-393,376
| -70% | -$29.4M | 0.01% | 868 |
|
|
2021
Q4 | $40.6M | Sell |
560,687
-1,947,250
| -78% | -$141M | 0.02% | 491 |
|
|
2021
Q3 | $165M | Buy |
2,507,937
+855,978
| +52% | +$56.2M | 0.08% | 217 |
|
|
2021
Q2 | $106M | Buy |
1,651,959
+181,097
| +12% | +$11.6M | 0.05% | 280 |
|
|
2021
Q1 | $90.3M | Buy |
1,470,862
+67,194
| +5% | +$4.13M | 0.06% | 257 |
|
|
2020
Q4 | $72.7M | Buy |
1,403,668
+138,789
| +11% | +$7.19M | 0.05% | 302 |
|
|
2020
Q3 | $52.8M | Buy |
1,264,879
+225,092
| +22% | +$9.39M | 0.04% | 315 |
|
|
2020
Q2 | $41.4M | Sell |
1,039,787
-53,997
| -5% | -$2.15M | 0.04% | 348 |
|
|
2020
Q1 | $29.1M | Sell |
1,093,784
-14,461
| -1% | -$385K | 0.03% | 375 |
|
|
2019
Q4 | $61M | Buy |
1,108,245
+138,648
| +14% | +$7.63M | 0.05% | 332 |
|
|
2019
Q3 | $55.4M | Buy |
969,597
+53,219
| +6% | +$3.04M | 0.05% | 319 |
|
|
2019
Q2 | $53.1M | Sell |
916,378
-33,892
| -4% | -$1.96M | 0.04% | 334 |
|
|
2019
Q1 | $47.7M | Buy |
950,270
+63,987
| +7% | +$3.21M | 0.04% | 345 |
|
|
2018
Q4 | $39.1M | Buy |
886,283
+15,487
| +2% | +$684K | 0.04% | 363 |
|
|
2018
Q3 | $51M | Buy |
870,796
+101,331
| +13% | +$5.94M | 0.04% | 345 |
|
|
2018
Q2 | $40.7M | Buy |
769,465
+186,661
| +32% | +$9.88M | 0.03% | 380 |
|
|
2018
Q1 | $35.5M | Buy |
582,804
+60,867
| +12% | +$3.71M | 0.03% | 425 |
|
|
2017
Q4 | $36.8M | Buy |
521,937
+20,742
| +4% | +$1.46M | 0.03% | 415 |
|
|
2017
Q3 | $32.2M | Buy |
501,195
+36,442
| +8% | +$2.34M | 0.03% | 450 |
|
|
2017
Q2 | $29.8M | Sell |
464,753
-16,381
| -3% | -$1.05M | 0.03% | 462 |
|
|
2017
Q1 | $30.4M | Buy |
481,134
+181,816
| +61% | +$11.5M | 0.03% | 436 |
|
|
2016
Q4 | $17.3M | Buy |
299,318
+28,375
| +10% | +$1.64M | 0.02% | 574 |
|
|
2016
Q3 | $14M | Sell |
270,943
-320,687
| -54% | -$16.5M | 0.02% | 648 |
|
|
2016
Q2 | $24.3M | Buy |
591,630
+293,266
| +98% | +$12.1M | 0.03% | 459 |
|
|
2016
Q1 | $11.8M | Buy |
298,364
+38,550
| +15% | +$1.52M | 0.01% | 648 |
|
|
2015
Q4 | $11.7M | Sell |
259,814
-89,412
| -26% | -$4.02M | 0.01% | 642 |
|
|
2015
Q3 | $16.5M | Buy |
349,226
+53,554
| +18% | +$2.54M | 0.02% | 504 |
|
|
2015
Q2 | $15.2M | Buy |
295,672
+23,334
| +9% | +$1.2M | 0.02% | 597 |
|
|
2015
Q1 | $14M | Sell |
272,338
-133,108
| -33% | -$6.84M | 0.02% | 633 |
|
|
2014
Q4 | $21.1M | Sell |
405,446
-51,553
| -11% | -$2.68M | 0.02% | 433 |
|
|
2014
Q3 | $24M | Buy |
456,999
+77,040
| +20% | +$4.04M | 0.03% | 400 |
|
|
2014
Q2 | $19.2M | Buy |
379,959
+342,606
| +917% | +$17.3M | 0.02% | 456 |
|
|
2014
Q1 | $1.72M | Buy |
37,353
+1,789
| +5% | +$82.3K | ﹤0.01% | 1114 |
|
|
2013
Q4 | $1.76M | Buy |
35,564
+819
| +2% | +$40.4K | ﹤0.01% | 1079 |
|
|
2013
Q3 | $1.49M | Buy |
34,745
+8,327
| +32% | +$357K | ﹤0.01% | 1082 |
|
|
2013
Q2 | $989K | Buy |
+26,418
| New | +$989K | ﹤0.01% | 1177 |
|