Deseret Mutual Benefit Administrators’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 | $45.8K | Hold |
577
| – | – | 0.02% | 313 |
|
|
2025
Q1 | $48.7K | Sell |
577
-501
| -46% | -$42.3K | 0.02% | 297 |
|
|
2024
Q4 | $83.4K | Hold |
1,078
| – | – | 0.04% | 232 |
|
|
2024
Q3 | $92.6K | Sell |
1,078
-7
| -0.6% | -$601 | 0.05% | 224 |
|
|
2024
Q2 | $85.1K | Hold |
1,085
| – | – | 0.04% | 224 |
|
|
2024
Q1 | $93.6K | Buy |
1,085
+606
| +127% | +$52.3K | 0.05% | 213 |
|
|
2023
Q4 | $37.7K | Sell |
479
-142
| -23% | -$11.2K | 0.02% | 311 |
|
|
2023
Q3 | $44.8K | Sell |
621
-129
| -17% | -$9.3K | 0.02% | 312 |
|
|
2023
Q2 | $56.9K | Hold |
750
| – | – | 0.02% | 294 |
|
|
2023
Q1 | $55.7K | Hold |
750
| – | – | 0.02% | 287 |
|
|
2022
Q4 | $62.9K | Sell |
750
-708
| -49% | -$59.4K | 0.03% | 267 |
|
|
2022
Q3 | $105K | Sell |
1,458
-381
| -21% | -$27.4K | 0.03% | 278 |
|
|
2022
Q2 | $123K | Hold |
1,839
| – | – | 0.03% | 292 |
|
|
2022
Q1 | $135K | Sell |
1,839
-375
| -17% | -$27.5K | 0.03% | 300 |
|
|
2021
Q4 | $160K | Hold |
2,214
| – | – | 0.03% | 301 |
|
|
2021
Q3 | $143K | Sell |
2,214
-883
| -29% | -$57K | 0.03% | 307 |
|
|
2021
Q2 | $196K | Buy |
+3,097
| New | +$196K | 0.05% | 204 |
|