DZ Bank’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 | $704K | Buy |
7,815
+815
| +12% | +$74.5K | ﹤0.01% | 759 |
|
|
2025
Q4 | $617K | Hold |
7,000
| – | – | ﹤0.01% | 763 |
|
|
2025
Q3 | $580K | Hold |
7,000
| – | – | ﹤0.01% | 758 |
|
|
2025
Q2 | $556K | Hold |
7,000
| – | – | ﹤0.01% | 733 |
|
|
2025
Q1 | $591K | Sell |
7,000
-31,022
| -82% | -$2.58M | ﹤0.01% | 739 |
|
|
2024
Q4 | $2.94M | Sell |
38,022
-30,000
| -44% | -$2.53M | ﹤0.01% | 510 |
|
|
2024
Q3 | $5.84M | Buy |
68,022
+7,000
| +11% | +$565K | 0.01% | 438 |
|
|
2024
Q2 | $4.79M | Hold |
61,022
| – | – | 0.01% | 470 |
|
|
2024
Q1 | $5.27M | Sell |
61,022
-44,000
| -42% | -$3.53M | 0.01% | 466 |
|
|
2023
Q4 | $8.26M | Hold |
105,022
| – | – | 0.01% | 381 |
|
|
2023
Q3 | $7.57M | Sell |
105,022
-458
| -0.4% | -$35.5K | 0.01% | 390 |
|
|
2023
Q2 | $8M | Buy |
105,480
+458
| +0.4% | +$33K | 0.01% | 390 |
|
|
2023
Q1 | $7.81M | Hold |
105,022
| – | – | 0.01% | 397 |
|
|
2022
Q4 | $8.81M | Hold |
105,022
| – | – | 0.02% | 363 |
|
|
2022
Q3 | $7.58M | Sell |
105,022
-170,000
| -62% | -$12.2M | 0.01% | 367 |
|
|
2022
Q2 | $18.4M | Sell |
275,022
-1,455
| -0.5% | -$102K | 0.03% | 246 |
|
|
2022
Q1 | $20.3M | Hold |
276,477
| – | – | 0.03% | 262 |
|
|
2021
Q4 | $19.9M | Hold |
276,477
| – | – | 0.03% | 265 |
|
|
2021
Q3 | $17.8M | Sell |
276,477
-172,978
| -38% | -$11.1M | 0.03% | 290 |
|
|
2021
Q2 | $28.4M | Sell |
449,455
-229,738
| -34% | -$14.7M | 0.05% | 228 |
|
|
2021
Q1 | $40.7M | Buy |
679,193
+23,738
| +4% | +$1.32M | 0.08% | 169 |
|
|
2020
Q4 | $32M | Buy |
655,455
+160,000
| +32% | +$7.33M | 0.07% | 181 |
|
|
2020
Q3 | $20M | Buy |
495,455
+465,799
| +1,571% | +$19.9M | 0.05% | 209 |
|
|
2020
Q2 | $1.23M | Sell |
29,656
-229,100
| -89% | -$8.36M | ﹤0.01% | 512 |
|
|
2020
Q1 | $8.11M | Buy |
258,756
+23,100
| +10% | +$1.09M | 0.03% | 263 |
|
|
2019
Q4 | $12.9M | Buy |
235,656
+206,000
| +695% | +$11.3M | 0.03% | 255 |
|
|
2019
Q3 | $1.69M | Sell |
29,656
-118,999
| -80% | -$6.7M | 0.01% | 477 |
|
|
2019
Q2 | $8.61M | Buy |
148,655
+147,200
| +10,117% | +$8.11M | 0.03% | 293 |
|
|
2019
Q1 | $73K | Hold |
1,455
| – | – | ﹤0.01% | 714 |
|
|
2018
Q4 | $63K | Hold |
1,455
| – | – | ﹤0.01% | 723 |
|
|
2018
Q3 | $85K | Hold |
1,455
| – | – | ﹤0.01% | 733 |
|
|
2018
Q2 | $77K | Sell |
1,455
-237
| -14% | -$13.8K | ﹤0.01% | 821 |
|
|
2018
Q1 | $102K | Buy |
1,692
+237
| +16% | +$15.6K | ﹤0.01% | 1002 |
|
|
2017
Q4 | $102K | Sell |
1,455
-2,202
| -60% | -$152K | ﹤0.01% | 768 |
|
|
2017
Q3 | $235K | Buy |
3,657
+185
| +5% | +$11.9K | ﹤0.01% | 715 |
|
|
2017
Q2 | $222K | Sell |
3,472
-23,311
| -87% | -$1.48M | ﹤0.01% | 708 |
|
|
2017
Q1 | $1.69M | Buy |
26,783
+25,328
| +1,741% | +$1.54M | 0.01% | 503 |
|
|
2016
Q4 | $84K | Buy |
+1,455
| New | +$81.5K | ﹤0.01% | 779 |
|
Other funds holding PFG
NLI
VCM
VPM
