Elo Mutual Pension Insurance’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 | $3.24M | Buy |
35,952
+6,576
| +22% | +$601K | 0.05% | 272 |
|
|
2025
Q4 | $2.59M | Sell |
29,376
-7,040
| -19% | -$594K | 0.04% | 318 |
|
|
2025
Q3 | $3.02M | Buy |
36,416
+11,902
| +49% | +$951K | 0.05% | 289 |
|
|
2025
Q2 | $1.95M | Sell |
24,514
-1,812
| -7% | -$139K | 0.04% | 325 |
|
|
2025
Q1 | $2.22M | Buy |
26,326
+2,942
| +13% | +$245K | 0.05% | 303 |
|
|
2024
Q4 | $1.81M | Buy |
23,384
+2,656
| +13% | +$224K | 0.04% | 364 |
|
|
2024
Q3 | $1.78M | Buy |
20,728
+780
| +4% | +$63K | 0.04% | 343 |
|
|
2024
Q2 | $1.56M | Sell |
19,948
-1,836
| -8% | -$149K | 0.04% | 341 |
|
|
2024
Q1 | $1.88M | Buy |
21,784
+681
| +3% | +$54.7K | 0.04% | 319 |
|
|
2023
Q4 | $1.66M | Buy |
21,103
+746
| +4% | +$54K | 0.04% | 323 |
|
|
2023
Q3 | $1.47M | Buy |
20,357
+296
| +1% | +$23K | 0.05% | 305 |
|
|
2023
Q2 | $1.52M | Buy |
20,061
+317
| +2% | +$22.9K | 0.04% | 315 |
|
|
2023
Q1 | $1.47M | Buy |
19,744
+450
| +2% | +$38.2K | 0.05% | 302 |
|
|
2022
Q4 | $1.62M | Buy |
19,294
+316
| +2% | +$27.1K | 0.06% | 288 |
|
|
2022
Q3 | $1.37M | Sell |
18,978
-1,613
| -8% | -$116K | 0.05% | 296 |
|
|
2022
Q2 | $1.38M | Sell |
20,591
-257
| -1% | -$18.1K | 0.05% | 312 |
|
|
2022
Q1 | $1.53M | Buy |
20,848
+191
| +0.9% | +$13.8K | 0.04% | 324 |
|
|
2021
Q4 | $1.49M | Buy |
20,657
+1,359
| +7% | +$94.8K | 0.04% | 323 |
|
|
2021
Q3 | $1.24M | Hold |
19,298
| – | – | 0.04% | 319 |
|
|
2021
Q2 | $1.22M | Sell |
19,298
-522
| -3% | -$33.4K | 0.04% | 326 |
|
|
2021
Q1 | $1.19M | Buy |
19,820
+303
| +2% | +$16.9K | 0.04% | 326 |
|
|
2020
Q4 | $968K | Buy |
+19,517
| New | +$894K | 0.03% | 341 |
|
Other funds holding PFG
NLI
VCM
VPM