LPL Financial’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 | $8.9M | Sell |
111,990
-3,821
| -3% | -$304K | ﹤0.01% | 1830 |
|
|
2025
Q1 | $9.77M | Buy |
115,811
+9,064
| +8% | +$765K | ﹤0.01% | 1622 |
|
|
2024
Q4 | $8.26M | Buy |
106,747
+4,478
| +4% | +$347K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $8.78M | Buy |
102,269
+2,491
| +2% | +$214K | ﹤0.01% | 1551 |
|
|
2024
Q2 | $7.83M | Buy |
99,778
+4,315
| +5% | +$339K | ﹤0.01% | 1514 |
|
|
2024
Q1 | $8.24M | Sell |
95,463
-23,521
| -20% | -$2.03M | ﹤0.01% | 1447 |
|
|
2023
Q4 | $9.36M | Buy |
118,984
+4,670
| +4% | +$367K | 0.01% | 1293 |
|
|
2023
Q3 | $8.24M | Sell |
114,314
-9,946
| -8% | -$717K | 0.01% | 1276 |
|
|
2023
Q2 | $9.42M | Buy |
124,260
+5,617
| +5% | +$426K | 0.01% | 1169 |
|
|
2023
Q1 | $8.82M | Buy |
118,643
+18,006
| +18% | +$1.34M | 0.01% | 1166 |
|
|
2022
Q4 | $8.45M | Buy |
100,637
+5,067
| +5% | +$425K | 0.01% | 1128 |
|
|
2022
Q3 | $6.9M | Buy |
95,570
+9,016
| +10% | +$650K | 0.01% | 1155 |
|
|
2022
Q2 | $5.78M | Buy |
86,554
+1,446
| +2% | +$96.6K | 0.01% | 1290 |
|
|
2022
Q1 | $6.25M | Sell |
85,108
-8,085
| -9% | -$594K | 0.01% | 1299 |
|
|
2021
Q4 | $6.74M | Buy |
93,193
+3,654
| +4% | +$264K | 0.01% | 1257 |
|
|
2021
Q3 | $5.77M | Sell |
89,539
-10,898
| -11% | -$702K | 0.01% | 1303 |
|
|
2021
Q2 | $6.35M | Buy |
100,437
+1,270
| +1% | +$80.3K | 0.01% | 1183 |
|
|
2021
Q1 | $5.95M | Sell |
99,167
-8,499
| -8% | -$510K | 0.01% | 1113 |
|
|
2020
Q4 | $5.34M | Buy |
107,666
+33,910
| +46% | +$1.68M | 0.01% | 1079 |
|
|
2020
Q3 | $2.97M | Buy |
73,756
+16,905
| +30% | +$681K | ﹤0.01% | 1237 |
|
|
2020
Q2 | $2.36M | Buy |
56,851
+19,678
| +53% | +$818K | ﹤0.01% | 1267 |
|
|
2020
Q1 | $1.17M | Sell |
37,173
-13,360
| -26% | -$419K | ﹤0.01% | 1515 |
|
|
2019
Q4 | $2.78M | Sell |
50,533
-2,043
| -4% | -$112K | 0.01% | 1150 |
|
|
2019
Q3 | $3M | Buy |
52,576
+4,561
| +9% | +$261K | 0.01% | 1015 |
|
|
2019
Q2 | $2.78M | Sell |
48,015
-6,053
| -11% | -$351K | 0.01% | 1062 |
|
|
2019
Q1 | $2.71M | Buy |
54,068
+17,834
| +49% | +$895K | 0.01% | 1022 |
|
|
2018
Q4 | $1.6M | Buy |
36,234
+3,871
| +12% | +$171K | ﹤0.01% | 1196 |
|
|
2018
Q3 | $1.9M | Buy |
32,363
+8,237
| +34% | +$483K | ﹤0.01% | 1215 |
|
|
2018
Q2 | $1.28M | Buy |
24,126
+4,935
| +26% | +$261K | ﹤0.01% | 1452 |
|
|
2018
Q1 | $1.17M | Sell |
19,191
-16
| -0.1% | -$975 | ﹤0.01% | 1481 |
|
|
2017
Q4 | $1.36M | Buy |
19,207
+735
| +4% | +$51.9K | ﹤0.01% | 1316 |
|
|
2017
Q3 | $1.19M | Sell |
18,472
-6,283
| -25% | -$404K | ﹤0.01% | 1308 |
|
|
2017
Q2 | $1.59M | Sell |
24,755
-4,962
| -17% | -$318K | 0.01% | 1078 |
|
|
2017
Q1 | $1.88M | Buy |
29,717
+8,148
| +38% | +$514K | 0.01% | 879 |
|
|
2016
Q4 | $1.26M | Buy |
21,569
+997
| +5% | +$58.4K | 0.01% | 1064 |
|
|
2016
Q3 | $1.05M | Buy |
20,572
+3,827
| +23% | +$196K | 0.01% | 1150 |
|
|
2016
Q2 | $668K | Sell |
16,745
-14,342
| -46% | -$572K | 0.01% | 1443 |
|
|
2016
Q1 | $1.2M | Sell |
31,087
-19,467
| -39% | -$751K | ﹤0.01% | 1547 |
|
|
2015
Q4 | $2.23M | Buy |
50,554
+25,245
| +100% | +$1.11M | 0.01% | 1103 |
|
|
2015
Q3 | $1.24M | Sell |
25,309
-2,526
| -9% | -$124K | 0.01% | 1104 |
|
|
2015
Q2 | $1.42M | Buy |
27,835
+3,868
| +16% | +$198K | 0.01% | 1114 |
|
|
2015
Q1 | $1.22M | Buy |
23,967
+10,198
| +74% | +$520K | 0.01% | 1210 |
|
|
2014
Q4 | $715K | Sell |
13,769
-2,410
| -15% | -$125K | ﹤0.01% | 1541 |
|
|
2014
Q3 | $824K | Buy |
16,179
+170
| +1% | +$8.66K | ﹤0.01% | 1402 |
|
|
2014
Q2 | $808K | Buy |
16,009
+877
| +6% | +$44.3K | ﹤0.01% | 1479 |
|
|
2014
Q1 | $696K | Sell |
15,132
-5,289
| -26% | -$243K | ﹤0.01% | 1497 |
|
|
2013
Q4 | $1.01M | Buy |
20,421
+7,804
| +62% | +$385K | 0.01% | 1246 |
|
|
2013
Q3 | $557K | Buy |
12,617
+4,725
| +60% | +$209K | ﹤0.01% | 1571 |
|
|
2013
Q2 | $296K | Buy |
+7,892
| New | +$296K | ﹤0.01% | 1918 |
|