Charles Schwab’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120M | Sell |
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|
2025
Q2 | $117M | Sell |
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|
2025
Q1 | $124M | Buy |
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|
2024
Q4 | $112M | Buy |
|
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|
2024
Q3 | $121M | Buy |
|
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|
2024
Q2 | $109M | Buy |
|
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|
2024
Q1 | $118M | Buy |
|
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|
2023
Q4 | $103M | Buy |
|
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|
2023
Q3 | $92.4M | Buy |
|
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|
2023
Q2 | $97M | Sell |
|
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|
2023
Q1 | $95.2M | Sell |
|
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|
2022
Q4 | $412M | Buy |
|
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|
2022
Q3 | $325M | Buy |
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|
2022
Q2 | $283M | Buy |
|
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|
2022
Q1 | $298M | Buy |
|
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|
2021
Q4 | $275M | Buy |
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|
2021
Q3 | $239M | Buy |
|
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|
2021
Q2 | $217M | Buy |
|
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|
2021
Q1 | $186M | Sell |
|
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|
2020
Q4 | $166M | Buy |
|
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|
2020
Q3 | $132M | Buy |
|
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|
2020
Q2 | $127M | Buy |
|
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|
2020
Q1 | $70.9M | Buy |
|
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|
2019
Q4 | $118M | Buy |
|
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|
2019
Q3 | $119M | Buy |
|
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|
2019
Q2 | $118M | Buy |
|
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|
2019
Q1 | $98.7M | Buy |
|
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|
2018
Q4 | $83.2M | Buy |
|
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|
2018
Q3 | $104M | Buy |
|
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|
2018
Q2 | $89.4M | Buy |
|
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|
2018
Q1 | $100M | Buy |
|
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|
2017
Q4 | $97.7M | Buy |
|
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|
2017
Q3 | $84.5M | Buy |
|
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|
2017
Q2 | $82.1M | Buy |
|
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|
2017
Q1 | $77.3M | Buy |
|
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|
2016
Q4 | $66M | Buy |
|
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|
2016
Q3 | $56.9M | Buy |
|
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|
2016
Q2 | $43.1M | Buy |
|
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|
2016
Q1 | $38.7M | Buy |
|
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|
2015
Q4 | $41.2M | Buy |
|
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|
2015
Q3 | $43.5M | Sell |
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|
2015
Q2 | $50.2M | Sell |
|
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|
2015
Q1 | $50.3M | Buy |
|
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|
2014
Q4 | $41.7M | Buy |
|
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|
2014
Q3 | $39.9M | Buy |
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|
2014
Q2 | $38.1M | Sell |
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|
2014
Q1 | $36M | Buy |
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|
2013
Q4 | $37.7M | Buy |
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|
2013
Q3 | $32.7M | Buy |
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|
2013
Q2 | $28.5M | Buy |
|