LPL Financial’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 | $65.6M | Buy |
728,464
+207,145
| +40% | +$18.9M | 0.02% | 786 |
|
|
2025
Q4 | $46M | Buy |
521,319
+402,535
| +339% | +$34M | 0.01% | 913 |
|
|
2025
Q3 | $9.85M | Buy |
118,784
+6,794
| +6% | +$543K | ﹤0.01% | 1872 |
|
|
2025
Q2 | $8.9M | Sell |
111,990
-3,821
| -3% | -$293K | ﹤0.01% | 1833 |
|
|
2025
Q1 | $9.77M | Buy |
115,811
+9,064
| +8% | +$754K | ﹤0.01% | 1624 |
|
|
2024
Q4 | $8.26M | Buy |
106,747
+4,478
| +4% | +$377K | ﹤0.01% | 1683 |
|
|
2024
Q3 | $8.78M | Buy |
102,269
+2,491
| +2% | +$201K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $7.83M | Buy |
99,778
+4,315
| +5% | +$350K | ﹤0.01% | 1519 |
|
|
2024
Q1 | $8.24M | Sell |
95,463
-23,521
| -20% | -$1.89M | ﹤0.01% | 1450 |
|
|
2023
Q4 | $9.36M | Buy |
118,984
+4,670
| +4% | +$338K | 0.01% | 1297 |
|
|
2023
Q3 | $8.24M | Sell |
114,314
-9,946
| -8% | -$772K | 0.01% | 1279 |
|
|
2023
Q2 | $9.42M | Buy |
124,260
+5,617
| +5% | +$405K | 0.01% | 1172 |
|
|
2023
Q1 | $8.82M | Buy |
118,643
+18,006
| +18% | +$1.53M | 0.01% | 1169 |
|
|
2022
Q4 | $8.45M | Buy |
100,637
+5,067
| +5% | +$435K | 0.01% | 1130 |
|
|
2022
Q3 | $6.89M | Buy |
95,570
+9,016
| +10% | +$648K | 0.01% | 1157 |
|
|
2022
Q2 | $5.78M | Buy |
86,554
+1,446
| +2% | +$102K | 0.01% | 1293 |
|
|
2022
Q1 | $6.25M | Sell |
85,108
-8,085
| -9% | -$585K | 0.01% | 1302 |
|
|
2021
Q4 | $6.74M | Buy |
93,193
+3,654
| +4% | +$255K | 0.01% | 1259 |
|
|
2021
Q3 | $5.77M | Sell |
89,539
-10,898
| -11% | -$700K | 0.01% | 1306 |
|
|
2021
Q2 | $6.35M | Buy |
100,437
+1,270
| +1% | +$81.2K | 0.01% | 1186 |
|
|
2021
Q1 | $5.95M | Sell |
99,167
-8,499
| -8% | -$474K | 0.01% | 1115 |
|
|
2020
Q4 | $5.34M | Buy |
107,666
+33,910
| +46% | +$1.55M | 0.01% | 1081 |
|
|
2020
Q3 | $2.97M | Buy |
73,756
+16,905
| +30% | +$721K | ﹤0.01% | 1238 |
|
|
2020
Q2 | $2.36M | Buy |
56,851
+19,678
| +53% | +$718K | ﹤0.01% | 1268 |
|
|
2020
Q1 | $1.17M | Sell |
37,173
-13,360
| -26% | -$632K | ﹤0.01% | 1517 |
|
|
2019
Q4 | $2.78M | Sell |
50,533
-2,043
| -4% | -$112K | 0.01% | 1152 |
|
|
2019
Q3 | $3M | Buy |
52,576
+4,561
| +9% | +$257K | 0.01% | 1017 |
|
|
2019
Q2 | $2.78M | Sell |
48,015
-6,053
| -11% | -$334K | 0.01% | 1064 |
|
|
2019
Q1 | $2.71M | Buy |
54,068
+17,834
| +49% | +$884K | 0.01% | 1024 |
|
|
2018
Q4 | $1.6M | Buy |
36,234
+3,871
| +12% | +$191K | ﹤0.01% | 1204 |
|
|
2018
Q3 | $1.9M | Buy |
32,363
+8,237
| +34% | +$459K | ﹤0.01% | 1220 |
|
|
2018
Q2 | $1.28M | Buy |
24,126
+4,935
| +26% | +$287K | ﹤0.01% | 1462 |
|
|
2018
Q1 | $1.17M | Sell |
19,191
-16
| -0.1% | -$1.05K | ﹤0.01% | 1493 |
|
|
2017
Q4 | $1.35M | Buy |
19,207
+735
| +4% | +$50.6K | ﹤0.01% | 1324 |
|
|
2017
Q3 | $1.19M | Sell |
18,472
-6,283
| -25% | -$404K | ﹤0.01% | 1315 |
|
|
2017
Q2 | $1.59M | Sell |
24,755
-4,962
| -17% | -$315K | 0.01% | 1080 |
|
|
2017
Q1 | $1.88M | Buy |
29,717
+8,148
| +38% | +$497K | 0.01% | 879 |
|
|
2016
Q4 | $1.26M | Buy |
21,569
+997
| +5% | +$55.9K | 0.01% | 1064 |
|
|
2016
Q3 | $1.05M | Buy |
20,572
+3,827
| +23% | +$179K | 0.01% | 1151 |
|
|
2016
Q2 | $668K | Sell |
16,745
-14,342
| -46% | -$605K | 0.01% | 1443 |
|
|
2016
Q1 | $1.2M | Sell |
31,087
-19,467
| -39% | -$749K | ﹤0.01% | 1547 |
|
|
2015
Q4 | $2.23M | Buy |
50,554
+25,245
| +100% | +$1.23M | 0.01% | 1103 |
|
|
2015
Q3 | $1.24M | Sell |
25,309
-2,526
| -9% | -$131K | 0.01% | 1104 |
|
|
2015
Q2 | $1.42M | Buy |
27,835
+3,868
| +16% | +$201K | 0.01% | 1114 |
|
|
2015
Q1 | $1.22M | Buy |
23,967
+10,198
| +74% | +$512K | 0.01% | 1210 |
|
|
2014
Q4 | $715K | Sell |
13,769
-2,410
| -15% | -$125K | ﹤0.01% | 1541 |
|
|
2014
Q3 | $824K | Buy |
16,179
+170
| +1% | +$8.89K | ﹤0.01% | 1402 |
|
|
2014
Q2 | $808K | Buy |
16,009
+877
| +6% | +$41.3K | ﹤0.01% | 1479 |
|
|
2014
Q1 | $696K | Sell |
15,132
-5,289
| -26% | -$242K | ﹤0.01% | 1497 |
|
|
2013
Q4 | $1.01M | Buy |
20,421
+7,804
| +62% | +$371K | 0.01% | 1246 |
|
|
2013
Q3 | $557K | Buy |
12,617
+4,725
| +60% | +$197K | ﹤0.01% | 1571 |
|
|
2013
Q2 | $296K | Buy |
+7,892
| New | +$289K | ﹤0.01% | 1918 |
|
Other funds holding PFG
NLI
VCM
VPM
