Dimensional Fund 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299M | Buy |
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|
2025
Q1 | $309M | Sell |
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|
2024
Q4 | $303M | Sell |
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|
2024
Q3 | $338M | Buy |
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|
2024
Q2 | $306M | Buy |
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|
2024
Q1 | $334M | Sell |
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|
2023
Q4 | $305M | Sell |
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|
2023
Q3 | $283M | Buy |
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|
2023
Q2 | $294M | Buy |
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|
2023
Q1 | $271M | Sell |
|
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | $268M | Buy |
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|
2022
Q2 | $245M | Buy |
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|
2022
Q1 | $268M | Sell |
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|
2021
Q4 | $265M | Sell |
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|
2021
Q3 | $244M | Sell |
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|
2021
Q2 | $241M | Buy |
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|
2021
Q1 | $227M | Sell |
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|
2020
Q4 | $188M | Buy |
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|
2020
Q3 | $152M | Buy |
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|
2020
Q2 | $154M | Sell |
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|
2020
Q1 | $119M | Buy |
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|
2019
Q4 | $208M | Sell |
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|
2019
Q3 | $220M | Sell |
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|
2019
Q2 | $227M | Sell |
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|
2019
Q1 | $198M | Sell |
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|
2018
Q4 | $175M | Buy |
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|
2018
Q3 | $217M | Buy |
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|
2018
Q2 | $192M | Buy |
|
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|
2018
Q1 | $221M | Buy |
|
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|
2017
Q4 | $249M | Sell |
|
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|
2017
Q3 | $236M | Sell |
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|
2017
Q2 | $237M | Sell |
|
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|
2017
Q1 | $236M | Buy |
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|
2016
Q4 | $211M | Buy |
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|
2016
Q3 | $187M | Buy |
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|
2016
Q2 | $146M | Buy |
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|
2016
Q1 | $131M | Buy |
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|
2015
Q4 | $148M | Buy |
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|
2015
Q3 | $153M | Buy |
|
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|
2015
Q2 | $143M | Buy |
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|
2015
Q1 | $122M | Buy |
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|
2014
Q4 | $102M | Buy |
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|
2014
Q3 | $88.1M | Buy |
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|
2014
Q2 | $82.1M | Buy |
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|
2014
Q1 | $72.9M | Buy |
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|
2013
Q4 | $71.9M | Sell |
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|
2013
Q3 | $83.8M | Buy |
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|
2013
Q2 | $71.8M | Buy |
|