Daiwa Securities Group’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Buy |
32,427
+1,196
| +4% | +$95K | 0.01% | 569 |
|
|
2025
Q1 | $2.64M | Buy |
31,231
+1,936
| +7% | +$163K | 0.01% | 534 |
|
|
2024
Q4 | $2.27M | Buy |
29,295
+1,772
| +6% | +$137K | 0.01% | 562 |
|
|
2024
Q3 | $2.36M | Buy |
27,523
+457
| +2% | +$39.3K | 0.01% | 542 |
|
|
2024
Q2 | $2.12M | Buy |
27,066
+1,652
| +7% | +$130K | 0.01% | 540 |
|
|
2024
Q1 | $2.19M | Buy |
25,414
+4,442
| +21% | +$383K | 0.01% | 527 |
|
|
2023
Q4 | $1.65M | Buy |
20,972
+1,026
| +5% | +$80.7K | 0.01% | 564 |
|
|
2023
Q3 | $1.44M | Buy |
19,946
+1,344
| +7% | +$96.9K | 0.01% | 578 |
|
|
2023
Q2 | $1.41M | Buy |
18,602
+432
| +2% | +$32.8K | 0.01% | 576 |
|
|
2023
Q1 | $1.35M | Sell |
18,170
-752
| -4% | -$55.9K | 0.01% | 586 |
|
|
2022
Q4 | $1.59M | Buy |
18,922
+1,687
| +10% | +$142K | 0.01% | 524 |
|
|
2022
Q3 | $1.24M | Buy |
17,235
+9
| +0.1% | +$650 | 0.01% | 572 |
|
|
2022
Q2 | $1.15M | Buy |
17,226
+731
| +4% | +$48.8K | 0.01% | 610 |
|
|
2022
Q1 | $1.21M | Buy |
16,495
+1,012
| +7% | +$74.3K | 0.01% | 641 |
|
|
2021
Q4 | $1.12M | Buy |
15,483
+335
| +2% | +$24.2K | 0.01% | 676 |
|
|
2021
Q3 | $976K | Buy |
15,148
+559
| +4% | +$36K | 0.01% | 686 |
|
|
2021
Q2 | $922K | Buy |
14,589
+647
| +5% | +$40.9K | 0.01% | 677 |
|
|
2021
Q1 | $836K | Buy |
13,942
+390
| +3% | +$23.4K | 0.01% | 680 |
|
|
2020
Q4 | $672K | Buy |
13,552
+490
| +4% | +$24.3K | 0.01% | 684 |
|
|
2020
Q3 | $526K | Buy |
13,062
+767
| +6% | +$30.9K | ﹤0.01% | 678 |
|
|
2020
Q2 | $385K | Hold |
12,295
| – | – | 0.01% | 624 |
|
|
2020
Q1 | $385K | Hold |
12,295
| – | – | ﹤0.01% | 717 |
|
|
2019
Q4 | $676K | Hold |
12,295
| – | – | 0.01% | 627 |
|
|
2019
Q3 | $703K | Buy |
12,295
+770
| +7% | +$44K | 0.01% | 595 |
|
|
2019
Q2 | $668K | Hold |
11,525
| – | – | 0.01% | 575 |
|
|
2019
Q1 | $578K | Buy |
11,525
+893
| +8% | +$44.8K | 0.01% | 597 |
|
|
2018
Q4 | $470K | Buy |
10,632
+600
| +6% | +$26.5K | ﹤0.01% | 607 |
|
|
2018
Q3 | $588K | Buy |
10,032
+250
| +3% | +$14.7K | ﹤0.01% | 605 |
|
|
2018
Q2 | $518K | Buy |
9,782
+350
| +4% | +$18.5K | ﹤0.01% | 624 |
|
|
2018
Q1 | $575K | Buy |
9,432
+104
| +1% | +$6.34K | ﹤0.01% | 585 |
|
|
2017
Q4 | $658K | Sell |
9,328
-5,000
| -35% | -$353K | ﹤0.01% | 566 |
|
|
2017
Q3 | $922K | Sell |
14,328
-72
| -0.5% | -$4.63K | 0.01% | 468 |
|
|
2017
Q2 | $923K | Sell |
14,400
-10,450
| -42% | -$670K | 0.01% | 464 |
|
|
2017
Q1 | $1.57M | Sell |
24,850
-5,600
| -18% | -$353K | 0.01% | 378 |
|
|
2016
Q4 | $1.76M | Buy |
30,450
+23,450
| +335% | +$1.36M | 0.01% | 299 |
|
|
2016
Q3 | $361K | Hold |
7,000
| – | – | ﹤0.01% | 563 |
|
|
2016
Q2 | $288K | Buy |
7,000
+400
| +6% | +$16.5K | ﹤0.01% | 592 |
|
|
2016
Q1 | $260K | Hold |
6,600
| – | – | ﹤0.01% | 608 |
|
|
2015
Q4 | $297K | Sell |
6,600
-300
| -4% | -$13.5K | ﹤0.01% | 580 |
|
|
2015
Q3 | $327K | Hold |
6,900
| – | – | ﹤0.01% | 572 |
|
|
2015
Q2 | $354K | Sell |
6,900
-400
| -5% | -$20.5K | ﹤0.01% | 596 |
|
|
2015
Q1 | $375K | Sell |
7,300
-30,000
| -80% | -$1.54M | ﹤0.01% | 515 |
|
|
2014
Q4 | $1.94M | Sell |
37,300
-120,400
| -76% | -$6.25M | 0.01% | 254 |
|
|
2014
Q3 | $8.28M | Buy |
157,700
+150,000
| +1,948% | +$7.87M | 0.06% | 116 |
|
|
2014
Q2 | $389K | Sell |
7,700
-116,500
| -94% | -$5.89M | ﹤0.01% | 467 |
|
|
2014
Q1 | $5.71M | Sell |
124,200
-69,900
| -36% | -$3.21M | 0.04% | 140 |
|
|
2013
Q4 | $9.57M | Buy |
194,100
+10,000
| +5% | +$493K | 0.08% | 106 |
|
|
2013
Q3 | $7.88M | Sell |
184,100
-15,500
| -8% | -$664K | 0.06% | 115 |
|
|
2013
Q2 | $7.48M | Buy |
+199,600
| New | +$7.48M | 0.06% | 122 |
|