Invesco’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 | $218M | Buy |
2,740,463
+139,953
| +5% | +$11.1M | 0.04% | 598 |
|
|
2025
Q1 | $219M | Sell |
2,600,510
-153,477
| -6% | -$12.9M | 0.04% | 577 |
|
|
2024
Q4 | $213M | Sell |
2,753,987
-533,524
| -16% | -$41.3M | 0.04% | 609 |
|
|
2024
Q3 | $282M | Buy |
3,287,511
+681,711
| +26% | +$58.6M | 0.05% | 458 |
|
|
2024
Q2 | $204M | Sell |
2,605,800
-76,432
| -3% | -$6M | 0.04% | 559 |
|
|
2024
Q1 | $232M | Buy |
2,682,232
+541,187
| +25% | +$46.7M | 0.05% | 524 |
|
|
2023
Q4 | $168M | Sell |
2,141,045
-90,712
| -4% | -$7.14M | 0.04% | 590 |
|
|
2023
Q3 | $161M | Buy |
2,231,757
+249,127
| +13% | +$18M | 0.04% | 561 |
|
|
2023
Q2 | $150M | Buy |
1,982,630
+182,922
| +10% | +$13.9M | 0.04% | 584 |
|
|
2023
Q1 | $134M | Sell |
1,799,708
-185,947
| -9% | -$13.8M | 0.04% | 604 |
|
|
2022
Q4 | $167M | Sell |
1,985,655
-609,662
| -23% | -$51.2M | 0.05% | 532 |
|
|
2022
Q3 | $187M | Sell |
2,595,317
-412,310
| -14% | -$29.7M | 0.06% | 440 |
|
|
2022
Q2 | $201M | Buy |
3,007,627
+88,396
| +3% | +$5.9M | 0.06% | 421 |
|
|
2022
Q1 | $214M | Buy |
2,919,231
+102,496
| +4% | +$7.52M | 0.05% | 469 |
|
|
2021
Q4 | $204M | Sell |
2,816,735
-261,675
| -9% | -$18.9M | 0.05% | 519 |
|
|
2021
Q3 | $198M | Sell |
3,078,410
-338,716
| -10% | -$21.8M | 0.05% | 502 |
|
|
2021
Q2 | $216M | Buy |
3,417,126
+374,587
| +12% | +$23.7M | 0.05% | 491 |
|
|
2021
Q1 | $182M | Buy |
3,042,539
+313,092
| +11% | +$18.8M | 0.05% | 523 |
|
|
2020
Q4 | $135M | Buy |
2,729,447
+243,991
| +10% | +$12.1M | 0.04% | 594 |
|
|
2020
Q3 | $100M | Sell |
2,485,456
-1,210,062
| -33% | -$48.7M | 0.03% | 637 |
|
|
2020
Q2 | $154M | Buy |
3,695,518
+636,838
| +21% | +$26.5M | 0.05% | 432 |
|
|
2020
Q1 | $95.9M | Sell |
3,058,680
-692,393
| -18% | -$21.7M | 0.04% | 523 |
|
|
2019
Q4 | $206M | Buy |
3,751,073
+228,176
| +6% | +$12.5M | 0.06% | 392 |
|
|
2019
Q3 | $201M | Sell |
3,522,897
-415,139
| -11% | -$23.7M | 0.05% | 417 |
|
|
2019
Q2 | $228M | Buy |
3,938,036
+800,950
| +26% | +$46.4M | 0.06% | 383 |
|
|
2019
Q1 | $157M | Buy |
3,137,086
+467,053
| +17% | +$23.4M | 0.05% | 401 |
|
|
2018
Q4 | $118M | Buy |
2,670,033
+434,334
| +19% | +$19.2M | 0.05% | 446 |
|
|
2018
Q3 | $131M | Buy |
2,235,699
+979,099
| +78% | +$57.4M | 0.04% | 476 |
|
|
2018
Q2 | $66.5M | Buy |
1,256,600
+612,261
| +95% | +$32.4M | 0.02% | 714 |
|
|
2018
Q1 | $39.2M | Sell |
644,339
-23,604
| -4% | -$1.44M | 0.01% | 851 |
|
|
2017
Q4 | $47.1M | Buy |
667,943
+126,819
| +23% | +$8.95M | 0.02% | 794 |
|
|
2017
Q3 | $34.8M | Sell |
541,124
-16,190
| -3% | -$1.04M | 0.01% | 925 |
|
|
2017
Q2 | $35.7M | Sell |
557,314
-71,217
| -11% | -$4.56M | 0.01% | 933 |
|
|
2017
Q1 | $39.7M | Buy |
628,531
+33,567
| +6% | +$2.12M | 0.01% | 892 |
|
|
2016
Q4 | $34.4M | Buy |
594,964
+86,618
| +17% | +$5.01M | 0.01% | 956 |
|
|
2016
Q3 | $26.2M | Sell |
508,346
-7,469
| -1% | -$385K | 0.01% | 1052 |
|
|
2016
Q2 | $21.2M | Buy |
515,815
+21,037
| +4% | +$865K | 0.01% | 1114 |
|
|
2016
Q1 | $19.5M | Buy |
494,778
+54,595
| +12% | +$2.15M | 0.01% | 1134 |
|
|
2015
Q4 | $19.8M | Sell |
440,183
-37,249
| -8% | -$1.68M | 0.01% | 1155 |
|
|
2015
Q3 | $22.6M | Buy |
477,432
+56,887
| +14% | +$2.69M | 0.01% | 1076 |
|
|
2015
Q2 | $21.6M | Sell |
420,545
-12,095
| -3% | -$620K | 0.01% | 1173 |
|
|
2015
Q1 | $22.2M | Sell |
432,640
-12,625
| -3% | -$649K | 0.01% | 1148 |
|
|
2014
Q4 | $23.1M | Buy |
445,265
+40,670
| +10% | +$2.11M | 0.01% | 1116 |
|
|
2014
Q3 | $21.2M | Buy |
404,595
+86,191
| +27% | +$4.52M | 0.01% | 1152 |
|
|
2014
Q2 | $16.1M | Sell |
318,404
-7,234
| -2% | -$365K | 0.01% | 1326 |
|
|
2014
Q1 | $15M | Sell |
325,638
-31,636
| -9% | -$1.45M | 0.01% | 1333 |
|
|
2013
Q4 | $17.6M | Sell |
357,274
-71,990
| -17% | -$3.55M | 0.01% | 1240 |
|
|
2013
Q3 | $18.4M | Buy |
429,264
+60,242
| +16% | +$2.58M | 0.01% | 1179 |
|
|
2013
Q2 | $13.8M | Buy |
+369,022
| New | +$13.8M | 0.01% | 1268 |
|