Guggenheim Capital’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 | $554K | Sell |
6,970
-262
| -4% | -$20.8K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $610K | Buy |
7,232
+538
| +8% | +$45.4K | 0.01% | 1105 |
|
|
2024
Q4 | $518K | Buy |
6,694
+271
| +4% | +$21K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $552K | Sell |
6,423
-3,394
| -35% | -$292K | ﹤0.01% | 1365 |
|
|
2024
Q2 | $770K | Sell |
9,817
-8,172
| -45% | -$641K | 0.01% | 1233 |
|
|
2024
Q1 | $1.55M | Sell |
17,989
-3,403
| -16% | -$294K | 0.01% | 994 |
|
|
2023
Q4 | $1.68M | Buy |
21,392
+2,424
| +13% | +$191K | 0.01% | 917 |
|
|
2023
Q3 | $1.37M | Buy |
18,968
+445
| +2% | +$32.1K | 0.01% | 958 |
|
|
2023
Q2 | $1.4M | Sell |
18,523
-34,707
| -65% | -$2.63M | 0.01% | 1006 |
|
|
2023
Q1 | $3.96M | Buy |
53,230
+1,422
| +3% | +$106K | 0.03% | 609 |
|
|
2022
Q4 | $4.35M | Sell |
51,808
-9,045
| -15% | -$759K | 0.04% | 572 |
|
|
2022
Q3 | $4.39M | Sell |
60,853
-3,445
| -5% | -$249K | 0.04% | 553 |
|
|
2022
Q2 | $4.3M | Sell |
64,298
-35,787
| -36% | -$2.39M | 0.03% | 611 |
|
|
2022
Q1 | $7.35M | Sell |
100,085
-7,884
| -7% | -$579K | 0.04% | 507 |
|
|
2021
Q4 | $7.81M | Sell |
107,969
-9,789
| -8% | -$708K | 0.04% | 514 |
|
|
2021
Q3 | $7.58M | Sell |
117,758
-55,432
| -32% | -$3.57M | 0.05% | 492 |
|
|
2021
Q2 | $10.9M | Sell |
173,190
-26,740
| -13% | -$1.69M | 0.06% | 367 |
|
|
2021
Q1 | $12M | Buy |
199,930
+154
| +0.1% | +$9.23K | 0.08% | 301 |
|
|
2020
Q4 | $9.91M | Buy |
199,776
+25,827
| +15% | +$1.28M | 0.06% | 343 |
|
|
2020
Q3 | $7.01M | Buy |
173,949
+13,938
| +9% | +$561K | 0.05% | 388 |
|
|
2020
Q2 | $6.65M | Sell |
160,011
-7,439
| -4% | -$309K | 0.05% | 407 |
|
|
2020
Q1 | $5.25M | Sell |
167,450
-8,762
| -5% | -$275K | 0.05% | 420 |
|
|
2019
Q4 | $9.69M | Sell |
176,212
-76,760
| -30% | -$4.22M | 0.07% | 330 |
|
|
2019
Q3 | $14.5M | Sell |
252,972
-19,434
| -7% | -$1.11M | 0.12% | 204 |
|
|
2019
Q2 | $15.8M | Buy |
272,406
+15,099
| +6% | +$875K | 0.13% | 171 |
|
|
2019
Q1 | $12.9M | Buy |
257,307
+46,648
| +22% | +$2.34M | 0.11% | 209 |
|
|
2018
Q4 | $9.31M | Sell |
210,659
-57,224
| -21% | -$2.53M | 0.08% | 289 |
|
|
2018
Q3 | $15.7M | Buy |
267,883
+60,081
| +29% | +$3.52M | 0.1% | 196 |
|
|
2018
Q2 | $11M | Sell |
207,802
-776,488
| -79% | -$41.1M | 0.07% | 309 |
|
|
2018
Q1 | $60M | Buy |
984,290
+161,119
| +20% | +$9.81M | 0.15% | 209 |
|
|
2017
Q4 | $58.1M | Sell |
823,171
-171,363
| -17% | -$12.1M | 0.14% | 248 |
|
|
2017
Q3 | $64M | Buy |
994,534
+121,555
| +14% | +$7.82M | 0.15% | 150 |
|
|
2017
Q2 | $55.9M | Sell |
872,979
-3,973
| -0.5% | -$255K | 0.15% | 214 |
|
|
2017
Q1 | $55.3M | Buy |
876,952
+95,131
| +12% | +$6M | 0.15% | 207 |
|
|
2016
Q4 | $45.2M | Sell |
781,821
-53,617
| -6% | -$3.1M | 0.13% | 282 |
|
|
2016
Q3 | $43M | Buy |
835,438
+13,262
| +2% | +$683K | 0.13% | 246 |
|
|
2016
Q2 | $33.8M | Sell |
822,176
-31,559
| -4% | -$1.3M | 0.11% | 354 |
|
|
2016
Q1 | $33.7M | Buy |
853,735
+140,750
| +20% | +$5.55M | 0.11% | 332 |
|
|
2015
Q4 | $32.1M | Buy |
712,985
+111,392
| +19% | +$5.01M | 0.09% | 395 |
|
|
2015
Q3 | $28.5M | Sell |
601,593
-222,901
| -27% | -$10.6M | 0.09% | 407 |
|
|
2015
Q2 | $42.3M | Sell |
824,494
-10,420
| -1% | -$534K | 0.1% | 330 |
|
|
2015
Q1 | $42.9M | Buy |
834,914
+238,902
| +40% | +$12.3M | 0.1% | 341 |
|
|
2014
Q4 | $31M | Buy |
596,012
+151,229
| +34% | +$7.85M | 0.08% | 471 |
|
|
2014
Q3 | $23.3M | Buy |
444,783
+9,922
| +2% | +$521K | 0.06% | 585 |
|
|
2014
Q2 | $22M | Buy |
434,861
+56,749
| +15% | +$2.86M | 0.06% | 621 |
|
|
2014
Q1 | $17.4M | Buy |
378,112
+7,597
| +2% | +$349K | 0.05% | 678 |
|
|
2013
Q4 | $18.3M | Sell |
370,515
-106,710
| -22% | -$5.26M | 0.06% | 620 |
|
|
2013
Q3 | $20.4M | Buy |
477,225
+12,050
| +3% | +$516K | 0.07% | 430 |
|
|
2013
Q2 | $17.4M | Buy |
+465,175
| New | +$17.4M | 0.07% | 413 |
|