Fort Washington Investment Advisors’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 | $25M | Buy |
314,354
+4,251
| +1% | +$338K | 0.14% | 138 |
|
|
2025
Q1 | $26.2M | Buy |
310,103
+5,906
| +2% | +$498K | 0.16% | 132 |
|
|
2024
Q4 | $23.5M | Sell |
304,197
-72,286
| -19% | -$5.6M | 0.14% | 138 |
|
|
2024
Q3 | $32.3M | Buy |
376,483
+4,589
| +1% | +$394K | 0.2% | 111 |
|
|
2024
Q2 | $29.2M | Sell |
371,894
-2,308
| -0.6% | -$181K | 0.19% | 113 |
|
|
2024
Q1 | $32.3M | Sell |
374,202
-14,762
| -4% | -$1.27M | 0.21% | 107 |
|
|
2023
Q4 | $30.6M | Sell |
388,964
-35,310
| -8% | -$2.78M | 0.21% | 103 |
|
|
2023
Q3 | $30.6M | Sell |
424,274
-63,827
| -13% | -$4.6M | 0.23% | 102 |
|
|
2023
Q2 | $37M | Buy |
488,101
+88
| +0% | +$6.67K | 0.27% | 92 |
|
|
2023
Q1 | $36.3M | Buy |
488,013
+5,447
| +1% | +$405K | 0.27% | 97 |
|
|
2022
Q4 | $40.5M | Buy |
482,566
+1,394
| +0.3% | +$117K | 0.31% | 95 |
|
|
2022
Q3 | $34.7M | Sell |
481,172
-78,957
| -14% | -$5.7M | 0.29% | 98 |
|
|
2022
Q2 | $37.4M | Buy |
560,129
+12,593
| +2% | +$841K | 0.29% | 94 |
|
|
2022
Q1 | $40.2M | Buy |
547,536
+862
| +0.2% | +$63.3K | 0.26% | 100 |
|
|
2021
Q4 | $39.5M | Hold |
546,674
| – | – | 0.24% | 106 |
|
|
2021
Q3 | $35.2M | Buy |
546,674
+401,452
| +276% | +$25.9M | 0.23% | 103 |
|
|
2021
Q2 | $9.18M | Sell |
145,222
-62
| -0% | -$3.92K | 0.08% | 207 |
|
|
2021
Q1 | $8.71M | Buy |
145,284
+58
| +0% | +$3.48K | 0.08% | 204 |
|
|
2020
Q4 | $7.21M | Buy |
145,226
+1,089
| +0.8% | +$54K | 0.08% | 208 |
|
|
2020
Q3 | $5.8M | Sell |
144,137
-5,872
| -4% | -$236K | 0.06% | 211 |
|
|
2020
Q2 | $6.23M | Buy |
150,009
+19,156
| +15% | +$796K | 0.07% | 202 |
|
|
2020
Q1 | $4.1M | Buy |
130,853
+5,219
| +4% | +$164K | 0.06% | 209 |
|
|
2019
Q4 | $6.91M | Buy |
125,634
+90,608
| +259% | +$4.98M | 0.07% | 205 |
|
|
2019
Q3 | $2M | Buy |
35,026
+11,563
| +49% | +$661K | 0.02% | 270 |
|
|
2019
Q2 | $1.36M | Hold |
23,463
| – | – | 0.02% | 293 |
|
|
2019
Q1 | $1.18M | Buy |
23,463
+247
| +1% | +$12.4K | 0.01% | 308 |
|
|
2018
Q4 | $1.03M | Sell |
23,216
-9,504
| -29% | -$420K | 0.01% | 322 |
|
|
2018
Q3 | $1.92M | Hold |
32,720
| – | – | 0.02% | 300 |
|
|
2018
Q2 | $1.73M | Hold |
32,720
| – | – | 0.02% | 308 |
|
|
2018
Q1 | $1.99M | Sell |
32,720
-5,981
| -15% | -$364K | 0.02% | 310 |
|
|
2017
Q4 | $2.73M | Hold |
38,701
| – | – | 0.03% | 298 |
|
|
2017
Q3 | $2.49M | Hold |
38,701
| – | – | 0.04% | 201 |
|
|
2017
Q2 | $2.48M | Sell |
38,701
-8
| -0% | -$513 | 0.04% | 198 |
|
|
2017
Q1 | $2.44M | Buy |
38,709
+8
| +0% | +$505 | 0.04% | 208 |
|
|
2016
Q4 | $2.24M | Hold |
38,701
| – | – | 0.04% | 219 |
|
|
2016
Q3 | $1.99M | Buy |
38,701
+483
| +1% | +$24.9K | 0.04% | 200 |
|
|
2016
Q2 | $1.57M | Hold |
38,218
| – | – | 0.03% | 230 |
|
|
2016
Q1 | $1.51M | Hold |
38,218
| – | – | 0.03% | 238 |
|
|
2015
Q4 | $1.72M | Hold |
38,218
| – | – | 0.03% | 224 |
|
|
2015
Q3 | $1.81M | Buy |
+38,218
| New | +$1.81M | 0.04% | 219 |
|