BOK Financial’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 | $61.5K | Sell |
683
-122
| -15% | -$11.2K | ﹤0.01% | 808 |
|
|
2025
Q4 | $71K | Buy |
805
+14
| +2% | +$1.18K | ﹤0.01% | 803 |
|
|
2025
Q3 | $65.6K | Buy |
791
+76
| +11% | +$6.08K | ﹤0.01% | 813 |
|
|
2025
Q2 | $56.8K | Sell |
715
-981
| -58% | -$75.3K | ﹤0.01% | 815 |
|
|
2025
Q1 | $143K | Sell |
1,696
-100
| -6% | -$8.32K | ﹤0.01% | 731 |
|
|
2024
Q4 | $137K | Sell |
1,796
-3
| -0.2% | -$253 | ﹤0.01% | 727 |
|
|
2024
Q3 | $152K | Buy |
1,799
+100
| +6% | +$8.08K | ﹤0.01% | 718 |
|
|
2024
Q2 | $133K | Sell |
1,699
-51
| -3% | -$4.14K | ﹤0.01% | 787 |
|
|
2024
Q1 | $151K | Buy |
+1,750
| New | +$140K | ﹤0.01% | 747 |
|
|
2023
Q4 | – | Sell |
-1,120
| Closed | -$75.8K | – | 1300 |
|
|
2023
Q3 | $75.8K | Sell |
1,120
-57
| -5% | -$4.42K | ﹤0.01% | 732 |
|
|
2023
Q2 | $89.3K | Sell |
1,177
-11
| -0.9% | -$793 | ﹤0.01% | 736 |
|
|
2023
Q1 | $88.3K | Buy |
+1,188
| New | +$101K | ﹤0.01% | 777 |
|
|
2020
Q1 | – | Sell |
-6,626
| Closed | -$364K | – | 896 |
|
|
2019
Q4 | $364K | Sell |
6,626
-942
| -12% | -$51.6K | 0.01% | 762 |
|
|
2019
Q3 | $432K | Buy |
7,568
+182
| +2% | +$10.2K | 0.01% | 711 |
|
|
2019
Q2 | $428K | Sell |
7,386
-1,124
| -13% | -$61.9K | 0.01% | 705 |
|
|
2019
Q1 | $427K | Buy |
8,510
+719
| +9% | +$35.6K | 0.01% | 715 |
|
|
2018
Q4 | $344K | Buy |
7,791
+301
| +4% | +$14.8K | 0.01% | 704 |
|
|
2018
Q3 | $439K | Sell |
7,490
-445
| -6% | -$24.8K | 0.01% | 714 |
|
|
2018
Q2 | $420K | Buy |
7,935
+344
| +5% | +$20K | 0.01% | 712 |
|
|
2018
Q1 | $463K | Sell |
7,591
-789
| -9% | -$51.9K | 0.01% | 656 |
|
|
2017
Q4 | $592K | Buy |
8,380
+93
| +1% | +$6.41K | 0.02% | 620 |
|
|
2017
Q3 | $533K | Buy |
8,287
+396
| +5% | +$25.5K | 0.02% | 641 |
|
|
2017
Q2 | $506K | Sell |
7,891
-702
| -8% | -$44.5K | 0.02% | 631 |
|
|
2017
Q1 | $542K | Sell |
8,593
-98
| -1% | -$5.98K | 0.02% | 640 |
|
|
2016
Q4 | $503K | Sell |
8,691
-93
| -1% | -$5.21K | 0.02% | 629 |
|
|
2016
Q3 | $453K | Sell |
8,784
-31
| -0.4% | -$1.45K | 0.02% | 669 |
|
|
2016
Q2 | $363K | Buy |
8,815
+265
| +3% | +$11.2K | 0.01% | 668 |
|
|
2016
Q1 | $338K | Sell |
8,550
-65,862
| -89% | -$2.53M | 0.01% | 670 |
|
|
2015
Q4 | $3.35M | Sell |
74,412
-823
| -1% | -$40.2K | 0.12% | 203 |
|
|
2015
Q3 | $3.56M | Buy |
75,235
+109
| +0.1% | +$5.65K | 0.13% | 186 |
|
|
2015
Q2 | $3.85M | Buy |
75,126
+56,129
| +295% | +$2.91M | 0.13% | 185 |
|
|
2015
Q1 | $976K | Buy |
18,997
+3,861
| +26% | +$194K | 0.03% | 444 |
|
|
2014
Q4 | $786K | Sell |
15,136
-4,940
| -25% | -$256K | 0.03% | 443 |
|
|
2014
Q3 | $1.05M | Sell |
20,076
-4,830
| -19% | -$253K | 0.04% | 433 |
|
|
2014
Q2 | $1.26M | Sell |
24,906
-10,633
| -30% | -$501K | 0.04% | 405 |
|
|
2014
Q1 | $1.64M | Buy |
35,539
+903
| +3% | +$41.3K | 0.05% | 346 |
|
|
2013
Q4 | $1.71M | Buy |
34,636
+9,766
| +39% | +$464K | 0.06% | 327 |
|
|
2013
Q3 | $1.06M | Buy |
24,870
+3,327
| +15% | +$139K | 0.04% | 406 |
|
|
2013
Q2 | $807K | Buy |
+21,543
| New | +$788K | 0.03% | 432 |
|
Other funds holding PFG
NLI
VCM
VPM
