HighTower Advisors’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 | $2.2M | Buy |
24,446
+8,406
| +52% | +$768K | ﹤0.01% | 1659 |
|
|
2025
Q4 | $1.41M | Sell |
16,040
-1,373
| -8% | -$116K | ﹤0.01% | 1887 |
|
|
2025
Q3 | $1.44M | Buy |
17,413
+401
| +2% | +$32.1K | ﹤0.01% | 1845 |
|
|
2025
Q2 | $1.35M | Buy |
17,012
+543
| +3% | +$41.7K | ﹤0.01% | 1807 |
|
|
2025
Q1 | $1.39M | Buy |
16,469
+2,018
| +14% | +$168K | ﹤0.01% | 1746 |
|
|
2024
Q4 | $1.12M | Buy |
14,451
+1,080
| +8% | +$91K | ﹤0.01% | 1888 |
|
|
2024
Q3 | $1.15M | Buy |
13,371
+51
| +0.4% | +$4.12K | ﹤0.01% | 1854 |
|
|
2024
Q2 | $1.04M | Sell |
13,320
-2,925
| -18% | -$238K | ﹤0.01% | 1833 |
|
|
2024
Q1 | $1.4M | Sell |
16,245
-4,408
| -21% | -$354K | ﹤0.01% | 1611 |
|
|
2023
Q4 | $1.63M | Buy |
20,653
+583
| +3% | +$42.2K | ﹤0.01% | 1552 |
|
|
2023
Q3 | $1.46M | Sell |
20,070
-232
| -1% | -$18K | ﹤0.01% | 1558 |
|
|
2023
Q2 | $1.54M | Sell |
20,302
-17,956
| -47% | -$1.29M | ﹤0.01% | 1506 |
|
|
2023
Q1 | $2.84M | Buy |
38,258
+558
| +1% | +$47.3K | 0.01% | 1099 |
|
|
2022
Q4 | $3.16M | Buy |
37,700
+2,574
| +7% | +$221K | 0.01% | 1040 |
|
|
2022
Q3 | $2.54M | Sell |
35,126
-494
| -1% | -$35.5K | 0.01% | 1097 |
|
|
2022
Q2 | $2.37M | Buy |
35,620
+1,180
| +3% | +$83K | 0.01% | 1161 |
|
|
2022
Q1 | $2.52M | Buy |
34,440
+21,618
| +169% | +$1.56M | 0.01% | 1243 |
|
|
2021
Q4 | $926K | Buy |
12,822
+1,257
| +11% | +$87.7K | ﹤0.01% | 1805 |
|
|
2021
Q3 | $749K | Buy |
11,565
+1,073
| +10% | +$68.9K | ﹤0.01% | 1823 |
|
|
2021
Q2 | $661K | Buy |
10,492
+319
| +3% | +$20.4K | ﹤0.01% | 1894 |
|
|
2021
Q1 | $611K | Sell |
10,173
-1,084
| -10% | -$60.4K | ﹤0.01% | 1852 |
|
|
2020
Q4 | $553K | Buy |
11,257
+2,284
| +25% | +$105K | ﹤0.01% | 1591 |
|
|
2020
Q3 | $359K | Buy |
8,973
+1,056
| +13% | +$45K | ﹤0.01% | 1739 |
|
|
2020
Q2 | $328K | Sell |
7,917
-1,370
| -15% | -$50K | ﹤0.01% | 1682 |
|
|
2020
Q1 | $289K | Sell |
9,287
-459
| -5% | -$21.7K | ﹤0.01% | 1594 |
|
|
2019
Q4 | $534K | Sell |
9,746
-655
| -6% | -$35.9K | ﹤0.01% | 1418 |
|
|
2019
Q3 | $592K | Sell |
10,401
-19,765
| -66% | -$1.11M | ﹤0.01% | 1434 |
|
|
2019
Q2 | $1.74M | Sell |
30,166
-44,668
| -60% | -$2.46M | 0.01% | 953 |
|
|
2019
Q1 | $3.76M | Buy |
74,834
+63,638
| +568% | +$3.15M | 0.03% | 619 |
|
|
2018
Q4 | $499K | Sell |
11,196
-1,246
| -10% | -$61.3K | ﹤0.01% | 1348 |
|
|
2018
Q3 | $727K | Sell |
12,442
-1,155
| -8% | -$64.4K | 0.01% | 1280 |
|
|
2018
Q2 | $708K | Sell |
13,597
-33,262
| -71% | -$1.93M | 0.01% | 1287 |
|
|
2018
Q1 | $2.85M | Sell |
46,859
-6,392
| -12% | -$421K | 0.02% | 678 |
|
|
2017
Q4 | $3.76M | Buy |
53,251
+8,110
| +18% | +$559K | 0.03% | 592 |
|
|
2017
Q3 | $2.92M | Sell |
45,141
-5,204
| -10% | -$335K | 0.02% | 673 |
|
|
2017
Q2 | $3.22M | Buy |
50,345
+18,928
| +60% | +$1.2M | 0.03% | 619 |
|
|
2017
Q1 | $1.98M | Buy |
31,417
+6,858
| +28% | +$418K | 0.02% | 761 |
|
|
2016
Q4 | $1.42M | Buy |
24,559
+13,696
| +126% | +$767K | 0.02% | 827 |
|
|
2016
Q3 | $557K | Sell |
10,863
-245
| -2% | -$11.5K | 0.01% | 1189 |
|
|
2016
Q2 | $458K | Buy |
11,108
+2,668
| +32% | +$113K | 0.01% | 1167 |
|
|
2016
Q1 | $335K | Sell |
8,440
-4,257
| -34% | -$164K | ﹤0.01% | 1566 |
|
|
2015
Q4 | $571K | Buy |
12,697
+990
| +8% | +$48.3K | 0.01% | 1252 |
|
|
2015
Q3 | $557K | Buy |
11,707
+660
| +6% | +$34.2K | 0.01% | 1155 |
|
|
2015
Q2 | $567K | Buy |
11,047
+238
| +2% | +$12.3K | 0.01% | 970 |
|
|
2015
Q1 | $555K | Buy |
10,809
+512
| +5% | +$25.7K | 0.01% | 1035 |
|
|
2014
Q4 | $535K | Buy |
10,297
+1,278
| +14% | +$66.2K | 0.01% | 1026 |
|
|
2014
Q3 | $473K | Buy |
9,019
+1,663
| +23% | +$87K | 0.01% | 1041 |
|
|
2014
Q2 | $371K | Buy |
7,356
+2,564
| +54% | +$121K | 0.01% | 1157 |
|
|
2014
Q1 | $220K | Buy |
4,792
+462
| +11% | +$21.1K | ﹤0.01% | 1278 |
|
|
2013
Q4 | $214K | Buy |
+4,330
| New | +$206K | ﹤0.01% | 1277 |
|
Other funds holding PFG
NLI
VCM
VPM
