Gilbert & Cook’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 | $1.05M | Sell |
11,704
-79
| -0.7% | -$7.22K | 0.14% | 71 |
|
|
2025
Q4 | $1.04M | Buy |
11,783
+3,284
| +39% | +$277K | 0.13% | 76 |
|
|
2025
Q3 | $705K | Buy |
8,499
+323
| +4% | +$25.8K | 0.09% | 106 |
|
|
2025
Q2 | $649K | Buy |
8,176
+390
| +5% | +$29.9K | 0.09% | 111 |
|
|
2025
Q1 | $657K | Buy |
7,786
+1,011
| +15% | +$84.1K | 0.1% | 102 |
|
|
2024
Q4 | $524K | Sell |
6,775
-143
| -2% | -$12.1K | 0.07% | 135 |
|
|
2024
Q3 | $594K | Sell |
6,918
-292
| -4% | -$23.6K | 0.08% | 114 |
|
|
2024
Q2 | $566K | Sell |
7,210
-7
| -0.1% | -$568 | 0.08% | 108 |
|
|
2024
Q1 | $623K | Sell |
7,217
-429
| -6% | -$34.4K | 0.08% | 115 |
|
|
2023
Q4 | $602K | Sell |
7,646
-610
| -7% | -$44.2K | 0.09% | 115 |
|
|
2023
Q3 | $595K | Sell |
8,256
-150
| -2% | -$11.6K | 0.09% | 102 |
|
|
2023
Q2 | $638K | Hold |
8,406
| – | – | 0.1% | 87 |
|
|
2023
Q1 | $625K | Hold |
8,406
| – | – | 0.11% | 81 |
|
|
2022
Q4 | $705K | Buy |
8,406
+495
| +6% | +$42.5K | 0.13% | 67 |
|
|
2022
Q3 | $687K | Sell |
7,911
-725
| -8% | -$52.1K | 0.15% | 67 |
|
|
2022
Q2 | $577K | Buy |
8,636
+137
| +2% | +$9.64K | 0.1% | 83 |
|
|
2022
Q1 | $624K | Buy |
8,499
+1,217
| +17% | +$88.1K | 0.1% | 83 |
|
|
2021
Q4 | $527K | Buy |
7,282
+224
| +3% | +$15.6K | 0.08% | 108 |
|
|
2021
Q3 | $455K | Sell |
7,058
-1,400
| -17% | -$89.9K | 0.08% | 117 |
|
|
2021
Q2 | $534K | Buy |
8,458
+49
| +0.6% | +$3.13K | 0.1% | 87 |
|
|
2021
Q1 | $504K | Hold |
8,409
| – | – | 0.1% | 87 |
|
|
2020
Q4 | $417K | Buy |
8,409
+364
| +5% | +$16.7K | 0.09% | 96 |
|
|
2020
Q3 | $324K | Sell |
8,045
-4,532
| -36% | -$193K | 0.08% | 101 |
|
|
2020
Q2 | $522K | Buy |
12,577
+125
| +1% | +$4.56K | 0.13% | 59 |
|
|
2020
Q1 | $390K | Buy |
12,452
+1,391
| +13% | +$65.8K | 0.11% | 66 |
|
|
2019
Q4 | $608K | Sell |
11,061
-736
| -6% | -$40.3K | 0.15% | 51 |
|
|
2019
Q3 | $674K | Sell |
11,797
-1,221
| -9% | -$68.7K | 0.19% | 46 |
|
|
2019
Q2 | $754K | Buy |
13,018
+4,188
| +47% | +$231K | 0.22% | 45 |
|
|
2019
Q1 | $443K | Sell |
8,830
-2
| -0% | -$99 | 0.13% | 58 |
|
|
2018
Q4 | $390K | Sell |
8,832
-271
| -3% | -$13.3K | 0.14% | 60 |
|
|
2018
Q3 | $533K | Buy |
9,103
+302
| +3% | +$16.8K | 0.17% | 51 |
|
|
2018
Q2 | $466K | Buy |
8,801
+297
| +3% | +$17.3K | 0.16% | 51 |
|
|
2018
Q1 | $518K | Sell |
8,504
-256
| -3% | -$16.8K | 0.18% | 46 |
|
|
2017
Q4 | $618K | Sell |
8,760
-2,640
| -23% | -$182K | 0.22% | 40 |
|
|
2017
Q3 | $733K | Buy |
11,400
+473
| +4% | +$30.4K | 0.27% | 35 |
|
|
2017
Q2 | $700K | Sell |
10,927
-3,003
| -22% | -$190K | 0.25% | 40 |
|
|
2017
Q1 | $879K | Sell |
13,930
-772
| -5% | -$47.1K | 0.36% | 32 |
|
|
2016
Q4 | $851K | Buy |
+14,702
| New | +$824K | 0.38% | 31 |
|
Other funds holding PFG
NLI
VCM
VPM
