Janney Montgomery Scott’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 | $2.71M | Buy |
30,015
+9,499
| +46% | +$868K | 0.01% | 1136 |
|
|
2025
Q4 | $1.81M | Sell |
20,516
-435
| -2% | -$36.7K | ﹤0.01% | 1390 |
|
|
2025
Q3 | $1.74M | Buy |
20,951
+1,227
| +6% | +$98.1K | ﹤0.01% | 1393 |
|
|
2025
Q2 | $1.57M | Sell |
19,724
-232
| -1% | -$17.8K | ﹤0.01% | 1327 |
|
|
2025
Q1 | $1.68M | Sell |
19,956
-268
| -1% | -$22.3K | ﹤0.01% | 1240 |
|
|
2024
Q4 | $1.57M | Sell |
20,224
-1,540
| -7% | -$130K | ﹤0.01% | 1286 |
|
|
2024
Q3 | $1.87M | Buy |
21,764
+2,933
| +16% | +$237K | 0.01% | 1173 |
|
|
2024
Q2 | $1.48M | Buy |
18,831
+504
| +3% | +$40.9K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $1.58M | Sell |
18,327
-444
| -2% | -$35.6K | ﹤0.01% | 1272 |
|
|
2023
Q4 | $1.48M | Buy |
18,771
+579
| +3% | +$41.9K | ﹤0.01% | 1244 |
|
|
2023
Q3 | $1.31M | Sell |
18,192
-3,806
| -17% | -$295K | ﹤0.01% | 1199 |
|
|
2023
Q2 | $1.67M | Sell |
21,998
-540
| -2% | -$38.9K | 0.01% | 1163 |
|
|
2023
Q1 | $1.68M | Sell |
22,538
-2,232
| -9% | -$189K | 0.01% | 1053 |
|
|
2022
Q4 | $2.08M | Buy |
24,770
+548
| +2% | +$47K | 0.01% | 1012 |
|
|
2022
Q3 | $1.75M | Buy |
24,222
+6,070
| +33% | +$436K | 0.01% | 1034 |
|
|
2022
Q2 | $1.24M | Buy |
18,152
+848
| +5% | +$59.6K | 0.01% | 1139 |
|
|
2022
Q1 | $1.27M | Sell |
17,304
-703
| -4% | -$50.9K | 0.01% | 1129 |
|
|
2021
Q4 | $1.3M | Buy |
18,007
+319
| +2% | +$22.3K | 0.01% | 1193 |
|
|
2021
Q3 | $1.14M | Buy |
17,688
+1,851
| +12% | +$119K | ﹤0.01% | 1223 |
|
|
2021
Q2 | $1M | Buy |
15,837
+74
| +0.5% | +$4.73K | ﹤0.01% | 1270 |
|
|
2021
Q1 | $945K | Sell |
15,763
-516
| -3% | -$28.8K | ﹤0.01% | 1221 |
|
|
2020
Q4 | $808K | Sell |
16,279
-216
| -1% | -$9.89K | ﹤0.01% | 1285 |
|
|
2020
Q3 | $664K | Sell |
16,495
-4,466
| -21% | -$190K | ﹤0.01% | 1292 |
|
|
2020
Q2 | $871K | Sell |
20,961
-1,462
| -7% | -$53.3K | 0.01% | 1095 |
|
|
2020
Q1 | $703K | Sell |
22,423
-385
| -2% | -$18.2K | 0.01% | 1072 |
|
|
2019
Q4 | $1.25M | Sell |
22,808
-827
| -3% | -$45.3K | 0.01% | 965 |
|
|
2019
Q3 | $1.35M | Buy |
23,635
+3,522
| +18% | +$198K | 0.01% | 906 |
|
|
2019
Q2 | $1.17M | Sell |
20,113
-5,411
| -21% | -$298K | 0.01% | 974 |
|
|
2019
Q1 | $1.28M | Sell |
25,524
-530
| -2% | -$26.3K | 0.01% | 892 |
|
|
2018
Q4 | $1.15M | Buy |
26,054
+1,248
| +5% | +$61.4K | 0.01% | 857 |
|
|
2018
Q3 | $1.45M | Buy |
24,806
+1,095
| +5% | +$61K | 0.01% | 839 |
|
|
2018
Q2 | $1.26M | Sell |
23,711
-7,240
| -23% | -$421K | 0.01% | 875 |
|
|
2018
Q1 | $1.89M | Buy |
30,951
+5,208
| +20% | +$343K | 0.02% | 676 |
|
|
2017
Q4 | $1.82M | Buy |
25,743
+159
| +0.6% | +$11K | 0.02% | 684 |
|
|
2017
Q3 | $1.65M | Buy |
25,584
+3,335
| +15% | +$215K | 0.02% | 691 |
|
|
2017
Q2 | $1.43M | Sell |
22,249
-5,741
| -21% | -$364K | 0.02% | 709 |
|
|
2017
Q1 | $1.77M | Buy |
27,990
+8,489
| +44% | +$518K | 0.02% | 599 |
|
|
2016
Q4 | $1.13M | Sell |
19,501
-211
| -1% | -$11.8K | 0.02% | 727 |
|
|
2016
Q3 | $1.01M | Buy |
+19,712
| New | +$922K | 0.02% | 654 |
|
|
2016
Q2 | – | Sell |
-15,755
| Closed | -$622K | – | 1030 |
|
|
2016
Q1 | $622K | Sell |
15,755
-6,861
| -30% | -$264K | 0.02% | 686 |
|
|
2015
Q4 | $1.02M | Buy |
22,616
+1,111
| +5% | +$54.2K | 0.03% | 545 |
|
|
2015
Q3 | $1.02M | Buy |
21,505
+5,097
| +31% | +$264K | 0.03% | 528 |
|
|
2015
Q2 | $842K | Buy |
16,408
+545
| +3% | +$28.3K | 0.02% | 872 |
|
|
2015
Q1 | $815K | Buy |
15,863
+9,276
| +141% | +$466K | 0.02% | 1018 |
|
|
2014
Q4 | $342K | Buy |
6,587
+886
| +16% | +$45.9K | 0.01% | 1595 |
|
|
2014
Q3 | $299K | Sell |
5,701
-1,100
| -16% | -$57.5K | 0.01% | 1660 |
|
|
2014
Q2 | $343K | Buy |
6,801
+1,600
| +31% | +$75.3K | 0.01% | 1514 |
|
|
2014
Q1 | $239K | Buy |
5,201
+835
| +19% | +$38.2K | 0.01% | 1630 |
|
|
2013
Q4 | $215K | Sell |
4,366
-1,556
| -26% | -$73.9K | 0.01% | 1672 |
|
|
2013
Q3 | $254K | Buy |
+5,922
| New | +$247K | 0.01% | 1461 |
|
Other funds holding PFG
NLI
VCM
VPM
