DZ Bank’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 | $556K | Hold |
7,000
| – | – | ﹤0.01% | 713 |
|
|
2025
Q1 | $591K | Sell |
7,000
-31,022
| -82% | -$2.62M | ﹤0.01% | 711 |
|
|
2024
Q4 | $2.94M | Sell |
38,022
-30,000
| -44% | -$2.32M | ﹤0.01% | 490 |
|
|
2024
Q3 | $5.84M | Buy |
68,022
+7,000
| +11% | +$601K | 0.01% | 416 |
|
|
2024
Q2 | $4.79M | Hold |
61,022
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $5.27M | Sell |
61,022
-44,000
| -42% | -$3.8M | 0.01% | 441 |
|
|
2023
Q4 | $8.26M | Hold |
105,022
| – | – | 0.01% | 360 |
|
|
2023
Q3 | $7.57M | Sell |
105,022
-458
| -0.4% | -$33K | 0.01% | 368 |
|
|
2023
Q2 | $8M | Buy |
105,480
+458
| +0.4% | +$34.7K | 0.01% | 376 |
|
|
2023
Q1 | $7.81M | Hold |
105,022
| – | – | 0.01% | 382 |
|
|
2022
Q4 | $8.81M | Hold |
105,022
| – | – | 0.02% | 350 |
|
|
2022
Q3 | $7.58M | Sell |
105,022
-170,000
| -62% | -$12.3M | 0.01% | 353 |
|
|
2022
Q2 | $18.4M | Sell |
275,022
-1,455
| -0.5% | -$97.2K | 0.03% | 230 |
|
|
2022
Q1 | $20.3M | Hold |
276,477
| – | – | 0.03% | 246 |
|
|
2021
Q4 | $19.9M | Hold |
276,477
| – | – | 0.03% | 251 |
|
|
2021
Q3 | $17.8M | Sell |
276,477
-172,978
| -38% | -$11.1M | 0.03% | 276 |
|
|
2021
Q2 | $28.4M | Sell |
449,455
-229,738
| -34% | -$14.5M | 0.05% | 219 |
|
|
2021
Q1 | $40.7M | Buy |
679,193
+23,738
| +4% | +$1.42M | 0.07% | 162 |
|
|
2020
Q4 | $32M | Buy |
655,455
+160,000
| +32% | +$7.81M | 0.07% | 172 |
|
|
2020
Q3 | $20M | Buy |
495,455
+465,799
| +1,571% | +$18.8M | 0.05% | 199 |
|
|
2020
Q2 | $1.23M | Sell |
29,656
-229,100
| -89% | -$9.51M | ﹤0.01% | 499 |
|
|
2020
Q1 | $8.11M | Buy |
258,756
+23,100
| +10% | +$724K | 0.03% | 253 |
|
|
2019
Q4 | $12.9M | Buy |
235,656
+206,000
| +695% | +$11.3M | 0.03% | 245 |
|
|
2019
Q3 | $1.69M | Sell |
29,656
-118,999
| -80% | -$6.8M | 0.01% | 458 |
|
|
2019
Q2 | $8.61M | Buy |
148,655
+147,200
| +10,117% | +$8.53M | 0.03% | 285 |
|
|
2019
Q1 | $73K | Hold |
1,455
| – | – | ﹤0.01% | 692 |
|
|
2018
Q4 | $63K | Hold |
1,455
| – | – | ﹤0.01% | 710 |
|
|
2018
Q3 | $85K | Hold |
1,455
| – | – | ﹤0.01% | 713 |
|
|
2018
Q2 | $77K | Sell |
1,455
-237
| -14% | -$12.5K | ﹤0.01% | 806 |
|
|
2018
Q1 | $102K | Buy |
1,692
+237
| +16% | +$14.3K | ﹤0.01% | 987 |
|
|
2017
Q4 | $102K | Sell |
1,455
-2,202
| -60% | -$154K | ﹤0.01% | 749 |
|
|
2017
Q3 | $235K | Buy |
3,657
+185
| +5% | +$11.9K | ﹤0.01% | 696 |
|
|
2017
Q2 | $222K | Sell |
3,472
-23,311
| -87% | -$1.49M | ﹤0.01% | 687 |
|
|
2017
Q1 | $1.69M | Buy |
26,783
+25,328
| +1,741% | +$1.6M | 0.01% | 484 |
|
|
2016
Q4 | $84K | Buy |
+1,455
| New | +$84K | ﹤0.01% | 761 |
|