Citigroup’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 | $18.3M | Sell |
202,755
-36,678
| -15% | -$3.35M | 0.01% | 1117 |
|
|
2025
Q4 | $21.1M | Buy |
239,433
+35,859
| +18% | +$3.03M | 0.01% | 1079 |
|
|
2025
Q3 | $16.9M | Sell |
203,574
-12,567
| -6% | -$1M | 0.01% | 1168 |
|
|
2025
Q2 | $17.2M | Buy |
216,141
+9,415
| +5% | +$723K | 0.01% | 1048 |
|
|
2025
Q1 | $17.4M | Buy |
206,726
+56,418
| +38% | +$4.69M | 0.01% | 1041 |
|
|
2024
Q4 | $11.6M | Sell |
150,308
-93,685
| -38% | -$7.89M | 0.01% | 1282 |
|
|
2024
Q3 | $21M | Sell |
243,993
-46,987
| -16% | -$3.79M | 0.02% | 919 |
|
|
2024
Q2 | $22.8M | Buy |
290,980
+143,582
| +97% | +$11.7M | 0.02% | 825 |
|
|
2024
Q1 | $12.7M | Buy |
147,398
+26,981
| +22% | +$2.17M | 0.01% | 1118 |
|
|
2023
Q4 | $9.47M | Sell |
120,417
-18,564
| -13% | -$1.34M | 0.01% | 1250 |
|
|
2023
Q3 | $10M | Sell |
138,981
-9,605
| -6% | -$746K | 0.01% | 1102 |
|
|
2023
Q2 | $11.3M | Sell |
148,586
-201,838
| -58% | -$14.5M | 0.01% | 1096 |
|
|
2023
Q1 | $26M | Sell |
350,424
-16,967
| -5% | -$1.44M | 0.03% | 694 |
|
|
2022
Q4 | $30.8M | Buy |
367,391
+170,913
| +87% | +$14.7M | 0.04% | 591 |
|
|
2022
Q3 | $14.2M | Sell |
196,478
-46,244
| -19% | -$3.32M | 0.02% | 969 |
|
|
2022
Q2 | $16.2M | Buy |
242,722
+6,181
| +3% | +$435K | 0.02% | 899 |
|
|
2022
Q1 | $17.4M | Sell |
236,541
-26,338
| -10% | -$1.91M | 0.02% | 1012 |
|
|
2021
Q4 | $19M | Buy |
262,879
+5,430
| +2% | +$379K | 0.02% | 1036 |
|
|
2021
Q3 | $16.6M | Sell |
257,449
-108,958
| -30% | -$7M | 0.02% | 1109 |
|
|
2021
Q2 | $23.2M | Sell |
366,407
-11,845
| -3% | -$757K | 0.02% | 912 |
|
|
2021
Q1 | $22.7M | Buy |
378,252
+62,931
| +20% | +$3.51M | 0.02% | 892 |
|
|
2020
Q4 | $15.6M | Sell |
315,321
-21,982
| -7% | -$1.01M | 0.02% | 1210 |
|
|
2020
Q3 | $13.6M | Buy |
337,303
+126,931
| +60% | +$5.41M | 0.02% | 1150 |
|
|
2020
Q2 | $8.74M | Buy |
210,372
+88,555
| +73% | +$3.23M | 0.01% | 1406 |
|
|
2020
Q1 | $3.82M | Sell |
121,817
-136,811
| -53% | -$6.47M | 0.01% | 1895 |
|
|
2019
Q4 | $14.2M | Sell |
258,628
-104,820
| -29% | -$5.74M | 0.02% | 1198 |
|
|
2019
Q3 | $20.8M | Sell |
363,448
-110,338
| -23% | -$6.21M | 0.03% | 885 |
|
|
2019
Q2 | $27.4M | Buy |
473,786
+308,700
| +187% | +$17M | 0.04% | 748 |
|
|
2019
Q1 | $8.29M | Sell |
165,086
-1,974
| -1% | -$97.8K | 0.02% | 1400 |
|
|
2018
Q4 | $7.38M | Buy |
167,060
+138,425
| +483% | +$6.81M | 0.02% | 1495 |
|
|
2018
Q3 | $1.68M | Sell |
28,635
-126,345
| -82% | -$7.04M | ﹤0.01% | 2925 |
|
|
2018
Q2 | $8.21M | Sell |
154,980
-105,192
| -40% | -$6.11M | 0.02% | 1432 |
|
|
2018
Q1 | $15.8M | Sell |
260,172
-6,535
| -2% | -$430K | 0.03% | 927 |
|
|
2017
Q4 | $18.8M | Buy |
266,707
+29,272
| +12% | +$2.02M | 0.03% | 875 |
|
|
2017
Q3 | $15.3M | Buy |
237,435
+75,502
| +47% | +$4.86M | 0.03% | 947 |
|
|
2017
Q2 | $10.4M | Buy |
161,933
+13,528
| +9% | +$858K | 0.02% | 1118 |
|
|
2017
Q1 | $9.37M | Buy |
148,405
+54,446
| +58% | +$3.32M | 0.02% | 1178 |
|
|
2016
Q4 | $5.44M | Buy |
93,959
+10,433
| +12% | +$585K | 0.01% | 1744 |
|
|
2016
Q3 | $4.3M | Buy |
83,526
+23,854
| +40% | +$1.12M | 0.01% | 1800 |
|
|
2016
Q2 | $2.45M | Buy |
59,672
+28,133
| +89% | +$1.19M | 0.01% | 2183 |
|
|
2016
Q1 | $1.25M | Buy |
31,539
+11,236
| +55% | +$432K | ﹤0.01% | 3072 |
|
|
2015
Q4 | $913K | Buy |
20,303
+375
| +2% | +$18.3K | ﹤0.01% | 3250 |
|
|
2015
Q3 | $944K | Sell |
19,928
-16,105
| -45% | -$835K | ﹤0.01% | 3140 |
|
|
2015
Q2 | $1.85M | Sell |
36,033
-96,473
| -73% | -$5.01M | ﹤0.01% | 2591 |
|
|
2015
Q1 | $6.81M | Buy |
132,506
+24,925
| +23% | +$1.25M | 0.01% | 1489 |
|
|
2014
Q4 | $5.59M | Sell |
107,581
-42,215
| -28% | -$2.19M | 0.01% | 1712 |
|
|
2014
Q3 | $7.86M | Sell |
149,796
-13,587
| -8% | -$711K | 0.01% | 1478 |
|
|
2014
Q2 | $8.25M | Buy |
163,383
+116,261
| +247% | +$5.47M | 0.02% | 1394 |
|
|
2014
Q1 | $2.17M | Sell |
47,122
-11,257
| -19% | -$515K | ﹤0.01% | 2299 |
|
|
2013
Q4 | $2.88M | Sell |
58,379
-132,199
| -69% | -$6.28M | 0.01% | 2265 |
|
|
2013
Q3 | $8.16M | Sell |
190,578
-19,632
| -9% | -$819K | 0.02% | 1343 |
|
|
2013
Q2 | $7.87M | Buy |
+210,210
| New | +$7.69M | 0.02% | 1258 |
|
Other funds holding PFG
NLI
VCM
VPM
