Mackenzie 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 | $3.02M | Buy |
37,984
+11,868
| +45% | +$943K | ﹤0.01% | 698 |
|
|
2025
Q1 | $2.2M | Buy |
26,116
+2,438
| +10% | +$206K | ﹤0.01% | 753 |
|
|
2024
Q4 | $1.83M | Sell |
23,678
-7,194
| -23% | -$557K | ﹤0.01% | 800 |
|
|
2024
Q3 | $2.65M | Sell |
30,872
-406
| -1% | -$34.9K | ﹤0.01% | 668 |
|
|
2024
Q2 | $2.45M | Sell |
31,278
-853
| -3% | -$66.9K | ﹤0.01% | 687 |
|
|
2024
Q1 | $2.77M | Buy |
32,131
+4,553
| +17% | +$393K | ﹤0.01% | 669 |
|
|
2023
Q4 | $2.17M | Sell |
27,578
-4,240
| -13% | -$334K | ﹤0.01% | 713 |
|
|
2023
Q3 | $2.17M | Buy |
31,818
+978
| +3% | +$66.6K | ﹤0.01% | 694 |
|
|
2023
Q2 | $2.36M | Buy |
30,840
+2,120
| +7% | +$162K | ﹤0.01% | 686 |
|
|
2023
Q1 | $2.13M | Sell |
28,720
-191
| -0.7% | -$14.2K | ﹤0.01% | 721 |
|
|
2022
Q4 | $2.43M | Sell |
28,911
-1,438
| -5% | -$121K | ﹤0.01% | 635 |
|
|
2022
Q3 | $2.19M | Sell |
30,349
-1,629
| -5% | -$118K | ﹤0.01% | 676 |
|
|
2022
Q2 | $2.14M | Buy |
31,978
+5,815
| +22% | +$388K | ﹤0.01% | 719 |
|
|
2022
Q1 | $1.92M | Buy |
26,163
+2,417
| +10% | +$177K | ﹤0.01% | 767 |
|
|
2021
Q4 | $1.72M | Sell |
23,746
-461
| -2% | -$33.4K | ﹤0.01% | 793 |
|
|
2021
Q3 | $1.56M | Buy |
24,207
+5,128
| +27% | +$330K | ﹤0.01% | 800 |
|
|
2021
Q2 | $1.21M | Buy |
19,079
+5,421
| +40% | +$343K | ﹤0.01% | 814 |
|
|
2021
Q1 | $819K | Buy |
13,658
+2,547
| +23% | +$153K | ﹤0.01% | 841 |
|
|
2020
Q4 | $551K | Sell |
11,111
-12,049
| -52% | -$598K | ﹤0.01% | 815 |
|
|
2020
Q3 | $933K | Sell |
23,160
-236,257
| -91% | -$9.52M | ﹤0.01% | 675 |
|
|
2020
Q2 | $10.8M | Sell |
259,417
-173,043
| -40% | -$7.19M | 0.03% | 292 |
|
|
2020
Q1 | $13.6M | Buy |
432,460
+79,620
| +23% | +$2.5M | 0.04% | 243 |
|
|
2019
Q4 | $19.4M | Sell |
352,840
-30,356
| -8% | -$1.67M | 0.05% | 251 |
|
|
2019
Q3 | $21.9M | Buy |
383,196
+346,119
| +934% | +$19.8M | 0.06% | 239 |
|
|
2019
Q2 | $2.15M | Sell |
37,077
-5,842
| -14% | -$338K | 0.01% | 618 |
|
|
2019
Q1 | $2.15M | Sell |
42,919
-36,399
| -46% | -$1.83M | 0.01% | 766 |
|
|
2018
Q4 | $3.5M | Buy |
79,318
+74,065
| +1,410% | +$3.27M | 0.01% | 589 |
|
|
2018
Q3 | $308K | Buy |
5,253
+85
| +2% | +$4.98K | ﹤0.01% | 978 |
|
|
2018
Q2 | $274K | Buy |
5,168
+1,405
| +37% | +$74.5K | ﹤0.01% | 909 |
|
|
2018
Q1 | $229K | Buy |
+3,763
| New | +$229K | ﹤0.01% | 878 |
|
|
2016
Q4 | – | Sell |
-6,133
| Closed | -$316K | – | 708 |
|
|
2016
Q3 | $316K | Hold |
6,133
| – | – | ﹤0.01% | 559 |
|
|
2016
Q2 | $252K | Buy |
+6,133
| New | +$252K | ﹤0.01% | 852 |
|