GSA Capital Partners’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 | – | Sell |
-3,512
| Closed | -$310K | – | 2061 |
|
|
2025
Q4 | $310K | Sell |
3,512
-2,171
| -38% | -$183K | 0.03% | 1155 |
|
|
2025
Q3 | $471K | Buy |
5,683
+554
| +11% | +$44.3K | 0.04% | 883 |
|
|
2025
Q2 | $407K | Sell |
5,129
-10,504
| -67% | -$806K | 0.03% | 1058 |
|
|
2025
Q1 | $1.32M | Buy |
+15,633
| New | +$1.3M | 0.12% | 217 |
|
|
2024
Q2 | – | Sell |
-10,428
| Closed | -$900K | – | 1941 |
|
|
2024
Q1 | $900K | Buy |
10,428
+6,958
| +201% | +$558K | 0.07% | 509 |
|
|
2023
Q4 | $273K | Buy |
+3,470
| New | +$251K | 0.02% | 1160 |
|
|
2020
Q2 | – | Sell |
-9,058
| Closed | -$284K | – | 995 |
|
|
2020
Q1 | $284K | Buy |
9,058
+5,078
| +128% | +$240K | 0.07% | 523 |
|
|
2019
Q4 | $219K | Sell |
3,980
-8,462
| -68% | -$463K | 0.03% | 1208 |
|
|
2019
Q3 | $711K | Buy |
+12,442
| New | +$700K | 0.1% | 329 |
|
|
2018
Q2 | – | Sell |
-19,129
| Closed | -$1.17M | – | 1874 |
|
|
2018
Q1 | $1.17M | Buy |
19,129
+16,228
| +559% | +$1.07M | 0.06% | 560 |
|
|
2017
Q4 | $205K | Sell |
2,901
-11,475
| -80% | -$791K | 0.01% | 1400 |
|
|
2017
Q3 | $925K | Buy |
14,376
+2,332
| +19% | +$150K | 0.06% | 579 |
|
|
2017
Q2 | $772K | Buy |
+12,044
| New | +$764K | 0.05% | 740 |
|
|
2017
Q1 | – | Sell |
-34,308
| Closed | -$1.99M | – | 1936 |
|
|
2016
Q4 | $1.99M | Buy |
+34,308
| New | +$1.92M | 0.12% | 209 |
|
|
2016
Q1 | – | Sell |
-24,870
| Closed | -$1.12M | – | 1861 |
|
|
2015
Q4 | $1.12M | Buy |
24,870
+4,783
| +24% | +$233K | 0.05% | 618 |
|
|
2015
Q3 | $951K | Buy |
20,087
+4,830
| +32% | +$250K | 0.05% | 675 |
|
|
2015
Q2 | $783K | Sell |
15,257
-3,833
| -20% | -$199K | 0.03% | 1065 |
|
|
2015
Q1 | $981K | Buy |
19,090
+1,160
| +6% | +$58.3K | 0.04% | 871 |
|
|
2014
Q4 | $931K | Buy |
17,930
+13,632
| +317% | +$707K | 0.06% | 515 |
|
|
2014
Q3 | $226K | Buy |
+4,298
| New | +$225K | 0.01% | 1449 |
|
|
2014
Q1 | – | Sell |
-9,820
| Closed | -$484K | – | 1751 |
|
|
2013
Q4 | $484K | Buy |
9,820
+3,420
| +53% | +$162K | 0.04% | 869 |
|
|
2013
Q3 | $274K | Sell |
6,400
-15,192
| -70% | -$634K | 0.02% | 1202 |
|
|
2013
Q2 | $809K | Buy |
+21,592
| New | +$790K | 0.1% | 293 |
|
Other funds holding PFG
NLI
VCM
VPM