Johnson Financial Group Inc (Wisconsin)’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 | $83.8K | Buy |
930
+452
| +95% | +$41.3K | ﹤0.01% | 415 |
|
|
2025
Q4 | $42.2K | Hold |
478
| – | – | ﹤0.01% | 525 |
|
|
2025
Q3 | $39.6K | Hold |
478
| – | – | ﹤0.01% | 639 |
|
|
2025
Q2 | $38K | Hold |
478
| – | – | ﹤0.01% | 483 |
|
|
2025
Q1 | $40.3K | Hold |
478
| – | – | ﹤0.01% | 651 |
|
|
2024
Q4 | $39.4K | Sell |
478
-565
| -54% | -$47.6K | ﹤0.01% | 527 |
|
|
2024
Q3 | $89.6K | Buy |
1,043
+239
| +30% | +$19.3K | ﹤0.01% | 457 |
|
|
2024
Q2 | $63.1K | Hold |
804
| – | – | ﹤0.01% | 431 |
|
|
2024
Q1 | $69.4K | Hold |
804
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $63.3K | Hold |
804
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $57.9K | Hold |
804
| – | – | ﹤0.01% | 386 |
|
|
2023
Q2 | $61K | Hold |
804
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $59.8K | Buy |
804
+239
| +42% | +$20.3K | ﹤0.01% | 388 |
|
|
2022
Q4 | $47.4K | Sell |
565
-100
| -15% | -$8.58K | ﹤0.01% | 349 |
|
|
2022
Q3 | $59K | Sell |
665
-239
| -26% | -$17.2K | 0.01% | 339 |
|
|
2022
Q2 | $60K | Hold |
904
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $66K | Buy |
904
+565
| +167% | +$40.9K | ﹤0.01% | 403 |
|
|
2021
Q4 | $25K | Hold |
339
| – | – | ﹤0.01% | 545 |
|
|
2021
Q3 | $22K | Hold |
339
| – | – | ﹤0.01% | 501 |
|
|
2021
Q2 | $21K | Hold |
339
| – | – | ﹤0.01% | 508 |
|
|
2021
Q1 | $20K | Hold |
339
| – | – | ﹤0.01% | 501 |
|
|
2020
Q4 | $17K | Hold |
339
| – | – | ﹤0.01% | 421 |
|
|
2020
Q3 | $14K | Hold |
339
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $14K | Sell |
339
-4,518
| -93% | -$165K | ﹤0.01% | 353 |
|
|
2020
Q1 | $152K | Sell |
4,857
-10,650
| -69% | -$504K | 0.02% | 209 |
|
|
2019
Q4 | $853K | Sell |
15,507
-6,180
| -28% | -$338K | 0.08% | 110 |
|
|
2019
Q3 | $1.24M | Sell |
21,687
-872
| -4% | -$49.1K | 0.11% | 118 |
|
|
2019
Q2 | $1.31M | Buy |
22,559
+13,240
| +142% | +$730K | 0.12% | 111 |
|
|
2019
Q1 | $468K | Buy |
9,319
+3,221
| +53% | +$160K | 0.04% | 176 |
|
|
2018
Q4 | $269K | Sell |
6,098
-5,312
| -47% | -$261K | 0.03% | 201 |
|
|
2018
Q3 | $669K | Buy |
11,410
+10,962
| +2,447% | +$611K | 0.07% | 152 |
|
|
2018
Q2 | $24K | Hold |
448
| – | – | ﹤0.01% | 389 |
|
|
2018
Q1 | $27K | Hold |
448
| – | – | ﹤0.01% | 390 |
|
|
2017
Q4 | $32K | Hold |
448
| – | – | ﹤0.01% | 398 |
|
|
2017
Q3 | $29K | Sell |
448
-220
| -33% | -$14.2K | ﹤0.01% | 384 |
|
|
2017
Q2 | $43K | Sell |
668
-572
| -46% | -$36.3K | 0.01% | 372 |
|
|
2017
Q1 | $78K | Hold |
1,240
| – | – | 0.01% | 348 |
|
|
2016
Q4 | $72K | Hold |
1,240
| – | – | 0.01% | 365 |
|
|
2016
Q3 | $64K | Sell |
1,240
-308
| -20% | -$14.4K | 0.01% | 384 |
|
|
2016
Q2 | $64K | Hold |
1,548
| – | – | 0.01% | 415 |
|
|
2016
Q1 | $61K | Buy |
1,548
+169
| +12% | +$6.5K | 0.01% | 362 |
|
|
2015
Q4 | $62K | Sell |
1,379
-160
| -10% | -$7.81K | 0.01% | 358 |
|
|
2015
Q3 | $73K | Sell |
1,539
-220
| -13% | -$11.4K | 0.02% | 403 |
|
|
2015
Q2 | $90K | Buy |
1,759
+440
| +33% | +$22.8K | 0.02% | 394 |
|
|
2015
Q1 | $68K | Sell |
1,319
-181
| -12% | -$9.1K | 0.01% | 461 |
|
|
2014
Q4 | $78K | Buy |
1,500
+181
| +14% | +$9.38K | 0.02% | 412 |
|
|
2014
Q3 | $70K | Hold |
1,319
| – | – | 0.02% | 397 |
|
|
2014
Q2 | $67K | Buy |
1,319
+95
| +8% | +$4.47K | 0.02% | 413 |
|
|
2014
Q1 | $56K | Hold |
1,224
| – | – | 0.02% | 356 |
|
|
2013
Q4 | $60K | Buy |
1,224
+270
| +28% | +$12.8K | 0.02% | 344 |
|
|
2013
Q3 | $41K | Sell |
954
-285
| -23% | -$11.9K | 0.01% | 426 |
|
|
2013
Q2 | $46K | Buy |
+1,239
| New | +$45.3K | 0.01% | 428 |
|
Other funds holding PFG
NLI
VCM
VPM
