Citadel 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 | $4.95M | Sell |
54,881
-541,694
| -91% | -$49.5M | ﹤0.01% | 4357 |
|
|
2025
Q4 | $52.6M | Buy |
596,575
+432,363
| +263% | +$36.5M | 0.04% | 1367 |
|
|
2025
Q3 | $13.6M | Sell |
164,212
-76,510
| -32% | -$6.12M | 0.01% | 2815 |
|
|
2025
Q2 | $19.1M | Sell |
240,722
-62,940
| -21% | -$4.83M | 0.02% | 2200 |
|
|
2025
Q1 | $25.6M | Sell |
303,662
-108,069
| -26% | -$8.99M | 0.03% | 1756 |
|
|
2024
Q4 | $31.9M | Buy |
411,731
+409,696
| +20,132% | +$34.5M | 0.03% | 1691 |
|
|
2024
Q3 | $175K | Sell |
2,035
-20,670
| -91% | -$1.67M | ﹤0.01% | 10345 |
|
|
2024
Q2 | $1.78M | Sell |
22,705
-644,135
| -97% | -$52.3M | ﹤0.01% | 5537 |
|
|
2024
Q1 | $57.6M | Sell |
666,840
-389,981
| -37% | -$31.3M | 0.06% | 1097 |
|
|
2023
Q4 | $83.1M | Buy |
1,056,821
+374,616
| +55% | +$27.1M | 0.08% | 803 |
|
|
2023
Q3 | $49.2M | Buy |
682,205
+225,274
| +49% | +$17.5M | 0.05% | 1088 |
|
|
2023
Q2 | $34.7M | Buy |
456,931
+444,862
| +3,686% | +$32.1M | 0.04% | 1353 |
|
|
2023
Q1 | $897K | Sell |
12,069
-40,474
| -77% | -$3.43M | ﹤0.01% | 7016 |
|
|
2022
Q4 | $4.41M | Sell |
52,543
-18,298
| -26% | -$1.57M | 0.01% | 4071 |
|
|
2022
Q3 | $5.11M | Sell |
70,841
-232,588
| -77% | -$16.7M | 0.01% | 3823 |
|
|
2022
Q2 | $20.3M | Buy |
303,429
+241,976
| +394% | +$17M | 0.03% | 1842 |
|
|
2022
Q1 | $4.51M | Buy |
61,453
+51,009
| +488% | +$3.69M | 0.01% | 4380 |
|
|
2021
Q4 | $755K | Buy |
+10,444
| New | +$729K | ﹤0.01% | 8633 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 14560 |
|
|
2021
Q2 | – | Sell |
-52,545
| Closed | -$3.36M | – | 14335 |
|
|
2021
Q1 | $3.15M | Sell |
52,545
-142,106
| -73% | -$7.92M | ﹤0.01% | 5324 |
|
|
2020
Q4 | $9.66M | Buy |
194,651
+155,420
| +396% | +$7.12M | 0.01% | 2677 |
|
|
2020
Q3 | $1.58M | Sell |
39,231
-335,742
| -90% | -$14.3M | ﹤0.01% | 5166 |
|
|
2020
Q2 | $15.6M | Buy |
374,973
+265,499
| +243% | +$9.69M | 0.02% | 1736 |
|
|
2020
Q1 | $3.43M | Buy |
+109,474
| New | +$5.18M | 0.01% | 3249 |
|
|
2019
Q4 | – | Sell |
-118,611
| Closed | -$6.49M | – | 9631 |
|
|
2019
Q3 | $6.78M | Sell |
118,611
-111,798
| -49% | -$6.29M | 0.01% | 2703 |
|
|
2019
Q2 | $13.3M | Buy |
230,409
+200,787
| +678% | +$11.1M | 0.02% | 1836 |
|
|
2019
Q1 | $1.49M | Sell |
29,622
-11,390
| -28% | -$565K | ﹤0.01% | 4929 |
|
|
2018
Q4 | $1.81M | Buy |
+41,012
| New | +$2.02M | ﹤0.01% | 4299 |
|
|
2018
Q3 | – | Sell |
-24,354
| Closed | -$1.36M | – | 9643 |
|
|
2018
Q2 | $1.29M | Sell |
24,354
-37,998
| -61% | -$2.21M | ﹤0.01% | 4786 |
|
|
2018
Q1 | $3.8M | Buy |
62,352
+21,204
| +52% | +$1.4M | 0.01% | 2808 |
|
|
2017
Q4 | $2.9M | Sell |
41,148
-261,707
| -86% | -$18M | ﹤0.01% | 3136 |
|
|
2017
Q3 | $19.5M | Buy |
302,855
+214,693
| +244% | +$13.8M | 0.03% | 1080 |
|
|
2017
Q2 | $5.65M | Buy |
+88,162
| New | +$5.59M | 0.01% | 1997 |
|
|
2017
Q1 | – | Sell |
-3,645
| Closed | -$222K | – | 7958 |
|
|
2016
Q4 | $211K | Buy |
+3,645
| New | +$204K | ﹤0.01% | 6237 |
|
|
2016
Q3 | – | Sell |
-23,040
| Closed | -$1.08M | – | 7730 |
|
|
2016
Q2 | $947K | Buy |
23,040
+14,511
| +170% | +$613K | ﹤0.01% | 3626 |
|
|
2016
Q1 | $336K | Sell |
8,529
-997,366
| -99% | -$38.4M | ﹤0.01% | 4947 |
|
|
2015
Q4 | $45.2M | Buy |
+1,005,895
| New | +$49.1M | 0.08% | 437 |
|
|
2015
Q3 | – | Sell |
-1,483,138
| Closed | -$76.9M | – | 9164 |
|
|
2015
Q2 | $76.1M | Buy |
1,483,138
+316,654
| +27% | +$16.4M | 0.11% | 318 |
|
|
2015
Q1 | $59.9M | Buy |
1,166,484
+1,126,382
| +2,809% | +$56.6M | 0.09% | 399 |
|
|
2014
Q4 | $2.08M | Buy |
40,102
+18,092
| +82% | +$938K | ﹤0.01% | 2864 |
|
|
2014
Q3 | $1.16M | Sell |
22,010
-1,588,657
| -99% | -$83.1M | ﹤0.01% | 3530 |
|
|
2014
Q2 | $81.3M | Sell |
1,610,667
-1,270,388
| -44% | -$59.8M | 0.15% | 219 |
|
|
2014
Q1 | $132M | Buy |
2,881,055
+2,804,288
| +3,653% | +$128M | 0.26% | 107 |
|
|
2013
Q4 | $3.79M | Buy |
76,767
+76,677
| +85,197% | +$3.64M | 0.01% | 1912 |
|
|
2013
Q3 | $4K | Sell |
90
-40,334
| -100% | -$1.68M | ﹤0.01% | 6604 |
|
|
2013
Q2 | $1.51M | Buy |
+40,424
| New | +$1.48M | ﹤0.01% | 2757 |
|
Other funds holding PFG
NLI
VCM
VPM
