CAPTRUST Financial Advisors’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 | $5.01M | Buy |
55,632
+3,636
| +7% | +$332K | 0.01% | 768 |
|
|
2025
Q4 | $4.59M | Buy |
51,996
+11,194
| +27% | +$945K | 0.01% | 700 |
|
|
2025
Q3 | $3.38M | Buy |
40,802
+7,148
| +21% | +$571K | 0.01% | 788 |
|
|
2025
Q2 | $2.67M | Sell |
33,654
-46
| -0.1% | -$3.53K | 0.01% | 854 |
|
|
2025
Q1 | $2.84M | Buy |
33,700
+3,093
| +10% | +$257K | 0.01% | 766 |
|
|
2024
Q4 | $2.37M | Buy |
30,607
+3,731
| +14% | +$314K | 0.01% | 817 |
|
|
2024
Q3 | $2.31M | Sell |
26,876
-3,552
| -12% | -$287K | 0.01% | 802 |
|
|
2024
Q2 | $2.39M | Sell |
30,428
-157
| -0.5% | -$12.7K | 0.01% | 740 |
|
|
2024
Q1 | $2.64M | Sell |
30,585
-17,051
| -36% | -$1.37M | 0.01% | 690 |
|
|
2023
Q4 | $3.75M | Sell |
47,636
-1,486
| -3% | -$108K | 0.01% | 661 |
|
|
2023
Q3 | $3.54M | Sell |
49,122
-11,135
| -18% | -$864K | 0.01% | 640 |
|
|
2023
Q2 | $4.57M | Buy |
60,257
+1,574
| +3% | +$113K | 0.02% | 530 |
|
|
2023
Q1 | $4.36M | Buy |
58,683
+995
| +2% | +$84.4K | 0.02% | 499 |
|
|
2022
Q4 | $4.84M | Buy |
57,688
+22,224
| +63% | +$1.91M | 0.02% | 441 |
|
|
2022
Q3 | $2.56M | Buy |
35,464
+5,351
| +18% | +$384K | 0.01% | 592 |
|
|
2022
Q2 | $2.01M | Sell |
30,113
-15,079
| -33% | -$1.06M | 0.01% | 596 |
|
|
2022
Q1 | $3.32M | Sell |
45,192
-4,376
| -9% | -$317K | 0.02% | 462 |
|
|
2021
Q4 | $3.58M | Buy |
49,568
+34,615
| +231% | +$2.42M | 0.02% | 434 |
|
|
2021
Q3 | $963K | Buy |
14,953
+586
| +4% | +$37.6K | 0.01% | 772 |
|
|
2021
Q2 | $908K | Buy |
14,367
+532
| +4% | +$34K | 0.01% | 751 |
|
|
2021
Q1 | $830K | Buy |
13,835
+4,855
| +54% | +$271K | 0.01% | 769 |
|
|
2020
Q4 | $445K | Buy |
8,980
+1,753
| +24% | +$80.3K | 0.01% | 877 |
|
|
2020
Q3 | $292K | Sell |
7,227
-520
| -7% | -$22.2K | ﹤0.01% | 891 |
|
|
2020
Q2 | $311K | Buy |
7,747
+406
| +6% | +$14.8K | 0.01% | 858 |
|
|
2020
Q1 | $201K | Buy |
7,341
+200
| +3% | +$9.46K | ﹤0.01% | 850 |
|
|
2019
Q4 | $398K | Buy |
7,141
+1,776
| +33% | +$97.2K | 0.01% | 761 |
|
|
2019
Q3 | $307K | Sell |
5,365
-40
| -0.7% | -$2.25K | 0.01% | 489 |
|
|
2019
Q2 | $313K | Sell |
5,405
-48
| -0.9% | -$2.65K | 0.01% | 475 |
|
|
2019
Q1 | $274K | Buy |
5,453
+731
| +15% | +$36.2K | 0.01% | 460 |
|
|
2018
Q4 | $209K | Hold |
4,722
| – | – | 0.01% | 425 |
|
|
2018
Q3 | $277K | Buy |
4,722
+40
| +0.9% | +$2.23K | 0.01% | 382 |
|
|
2018
Q2 | $248K | Buy |
4,682
+142
| +3% | +$8.25K | 0.01% | 326 |
|
|
2018
Q1 | $270K | Hold |
4,540
| – | – | 0.02% | 283 |
|
|
2017
Q4 | $320K | Buy |
4,540
+4,363
| +2,465% | +$301K | 0.02% | 272 |
|
|
2017
Q3 | $11K | Buy |
+177
| New | +$11.4K | ﹤0.01% | 428 |
|
Other funds holding PFG
NLI
VCM
VPM
