Dean Investment Associates’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 | $5.52M | Sell |
61,282
-3,956
| -6% | -$362K | 0.78% | 35 |
|
|
2025
Q4 | $5.75M | Sell |
65,238
-2,794
| -4% | -$236K | 0.82% | 28 |
|
|
2025
Q3 | $5.64M | Buy |
68,032
+16,248
| +31% | +$1.3M | 0.79% | 26 |
|
|
2025
Q2 | $4.11M | Buy |
51,784
+944
| +2% | +$72.5K | 0.61% | 57 |
|
|
2025
Q1 | $4.29M | Sell |
50,840
-5,439
| -10% | -$452K | 0.63% | 44 |
|
|
2024
Q4 | $4.36M | Sell |
56,279
-1,144
| -2% | -$96.4K | 0.62% | 46 |
|
|
2024
Q3 | $4.93M | Sell |
57,423
-1,873
| -3% | -$151K | 0.67% | 41 |
|
|
2024
Q2 | $4.65M | Sell |
59,296
-3,077
| -5% | -$250K | 0.66% | 51 |
|
|
2024
Q1 | $5.38M | Sell |
62,373
-909
| -1% | -$73K | 0.74% | 39 |
|
|
2023
Q4 | $4.98M | Sell |
63,282
-1,645
| -3% | -$119K | 0.71% | 47 |
|
|
2023
Q3 | $4.68M | Sell |
64,927
-424
| -0.6% | -$32.9K | 0.77% | 36 |
|
|
2023
Q2 | $4.96M | Sell |
65,351
-142
| -0.2% | -$10.2K | 0.81% | 35 |
|
|
2023
Q1 | $4.87M | Buy |
65,493
+7,743
| +13% | +$657K | 0.78% | 42 |
|
|
2022
Q4 | $4.85M | Buy |
57,750
+9,568
| +20% | +$821K | 0.82% | 34 |
|
|
2022
Q3 | $3.48M | Buy |
48,182
+943
| +2% | +$67.7K | 0.71% | 47 |
|
|
2022
Q2 | $3.15M | Sell |
47,239
-172
| -0.4% | -$12.1K | 0.61% | 53 |
|
|
2022
Q1 | $3.48M | Sell |
47,411
-505
| -1% | -$36.6K | 0.62% | 56 |
|
|
2021
Q4 | $3.47M | Buy |
47,916
+104
| +0.2% | +$7.26K | 0.61% | 49 |
|
|
2021
Q3 | $3.08M | Buy |
47,812
+706
| +1% | +$45.3K | 0.58% | 59 |
|
|
2021
Q2 | $2.98M | Buy |
47,106
+413
| +0.9% | +$26.4K | 0.55% | 63 |
|
|
2021
Q1 | $2.8M | Buy |
46,693
+414
| +0.9% | +$23.1K | 0.53% | 63 |
|
|
2020
Q4 | $2.3M | Sell |
46,279
-1,957
| -4% | -$89.6K | 0.48% | 72 |
|
|
2020
Q3 | $1.94M | Sell |
48,236
-628
| -1% | -$26.8K | 0.47% | 88 |
|
|
2020
Q2 | $2.03M | Buy |
48,864
+2,197
| +5% | +$80.2K | 0.49% | 85 |
|
|
2020
Q1 | $1.46M | Sell |
46,667
-165
| -0.4% | -$7.81K | 0.31% | 135 |
|
|
2019
Q4 | $2.58M | Sell |
46,832
-2,178
| -4% | -$119K | 0.4% | 118 |
|
|
2019
Q3 | $2.8M | Buy |
49,010
+1,343
| +3% | +$75.6K | 0.41% | 117 |
|
|
2019
Q2 | $2.76M | Buy |
47,667
+996
| +2% | +$54.9K | 0.4% | 122 |
|
|
2019
Q1 | $2.34M | Buy |
46,671
+5,473
| +13% | +$271K | 0.34% | 120 |
|
|
2018
Q4 | $1.82M | Sell |
41,198
-236
| -0.6% | -$11.6K | 0.29% | 125 |
|
|
2018
Q3 | $2.43M | Buy |
41,434
+8,111
| +24% | +$452K | 0.34% | 122 |
|
|
2018
Q2 | $1.76M | Buy |
33,323
+1,896
| +6% | +$110K | 0.26% | 129 |
|
|
2018
Q1 | $1.91M | Buy |
31,427
+6,507
| +26% | +$428K | 0.28% | 124 |
|
|
2017
Q4 | $1.76M | Buy |
24,920
+383
| +2% | +$26.4K | 0.27% | 136 |
|
|
2017
Q3 | $1.58M | Buy |
24,537
+15,620
| +175% | +$1M | 0.24% | 130 |
|
|
2017
Q2 | $571K | Sell |
8,917
-7,116
| -44% | -$451K | 0.09% | 196 |
|
|
2017
Q1 | $1.01M | Sell |
16,033
-165
| -1% | -$10.1K | 0.17% | 130 |
|
|
2016
Q4 | $937K | Sell |
16,198
-1,054
| -6% | -$59.1K | 0.16% | 136 |
|
|
2016
Q3 | $889K | Sell |
17,252
-206
| -1% | -$9.63K | 0.17% | 131 |
|
|
2016
Q2 | $718K | Buy |
+17,458
| New | +$737K | 0.14% | 138 |
|
Other funds holding PFG
NLI
VCM
VPM
