Macquarie Group’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 | $6.69M | Sell |
84,202
-5,627
| -6% | -$447K | 0.01% | 907 |
|
|
2025
Q1 | $7.58M | Buy |
89,829
+3,668
| +4% | +$309K | 0.01% | 866 |
|
|
2024
Q4 | $6.04M | Buy |
86,161
+9,100
| +12% | +$638K | 0.01% | 909 |
|
|
2024
Q3 | $6.62M | Sell |
77,061
-18,179
| -19% | -$1.56M | 0.01% | 906 |
|
|
2024
Q2 | $7.47M | Sell |
95,240
-874
| -0.9% | -$68.6K | 0.01% | 872 |
|
|
2024
Q1 | $8.3M | Buy |
96,114
+4,642
| +5% | +$401K | 0.01% | 863 |
|
|
2023
Q4 | $7.2M | Buy |
91,472
+6,274
| +7% | +$494K | 0.01% | 887 |
|
|
2023
Q3 | $6.14M | Sell |
85,198
-37
| -0% | -$2.67K | 0.01% | 878 |
|
|
2023
Q2 | $6.46M | Buy |
85,235
+724
| +0.9% | +$54.9K | 0.01% | 879 |
|
|
2023
Q1 | $6.28M | Sell |
84,511
-903
| -1% | -$67.1K | 0.01% | 889 |
|
|
2022
Q4 | $7.17M | Buy |
85,414
+15,310
| +22% | +$1.28M | 0.01% | 908 |
|
|
2022
Q3 | $5.06M | Sell |
70,104
-2,146
| -3% | -$155K | 0.01% | 988 |
|
|
2022
Q2 | $4.83M | Sell |
72,250
-1,441
| -2% | -$96.3K | 0.01% | 1046 |
|
|
2022
Q1 | $5.41K | Hold |
73,691
| – | – | ﹤0.01% | 1094 |
|
|
2021
Q4 | $5.33M | Buy |
73,691
+1,815
| +3% | +$131K | ﹤0.01% | 1100 |
|
|
2021
Q3 | $4.63M | Buy |
71,876
+11,978
| +20% | +$771K | ﹤0.01% | 1127 |
|
|
2021
Q2 | $3.79M | Buy |
59,898
+3,989
| +7% | +$252K | ﹤0.01% | 1218 |
|
|
2021
Q1 | $3.35M | Buy |
55,909
+24,438
| +78% | +$1.47M | ﹤0.01% | 1021 |
|
|
2020
Q4 | $1.56M | Buy |
31,471
+13,770
| +78% | +$683K | ﹤0.01% | 1176 |
|
|
2020
Q3 | $713K | Buy |
17,701
+10,198
| +136% | +$411K | ﹤0.01% | 1322 |
|
|
2020
Q2 | $312K | Buy |
7,503
+2,303
| +44% | +$95.8K | ﹤0.01% | 1448 |
|
|
2020
Q1 | $163K | Hold |
5,200
| – | – | ﹤0.01% | 1506 |
|
|
2019
Q4 | $286K | Sell |
5,200
-400
| -7% | -$22K | ﹤0.01% | 1509 |
|
|
2019
Q3 | $320K | Hold |
5,600
| – | – | ﹤0.01% | 1466 |
|
|
2019
Q2 | $325K | Sell |
5,600
-12,500
| -69% | -$725K | ﹤0.01% | 1444 |
|
|
2019
Q1 | $907K | Sell |
18,100
-11,400
| -39% | -$571K | ﹤0.01% | 1220 |
|
|
2018
Q4 | $1.3M | Buy |
29,500
+180
| +0.6% | +$7.94K | ﹤0.01% | 1078 |
|
|
2018
Q3 | $1.72M | Sell |
29,320
-160
| -0.5% | -$9.38K | ﹤0.01% | 1048 |
|
|
2018
Q2 | $1.56M | Buy |
29,480
+3,360
| +13% | +$178K | ﹤0.01% | 1067 |
|
|
2018
Q1 | $1.59M | Sell |
26,120
-4,680
| -15% | -$285K | ﹤0.01% | 1061 |
|
|
2017
Q4 | $2.86M | Buy |
30,800
+22,800
| +285% | +$2.11M | 0.01% | 932 |
|
|
2017
Q3 | $515K | Buy |
8,000
+700
| +10% | +$45.1K | ﹤0.01% | 1438 |
|
|
2017
Q2 | $468K | Sell |
7,300
-8,200
| -53% | -$526K | ﹤0.01% | 1306 |
|
|
2017
Q1 | $978K | Buy |
15,500
+5,900
| +61% | +$372K | ﹤0.01% | 1189 |
|
|
2016
Q4 | $555K | Buy |
9,600
+200
| +2% | +$11.6K | ﹤0.01% | 1294 |
|
|
2016
Q3 | $484K | Sell |
9,400
-9,400
| -50% | -$484K | ﹤0.01% | 1305 |
|
|
2016
Q2 | $772K | Buy |
18,800
+9,400
| +100% | +$386K | ﹤0.01% | 1324 |
|
|
2016
Q1 | $371K | Hold |
9,400
| – | – | ﹤0.01% | 1278 |
|
|
2015
Q4 | $423K | Hold |
9,400
| – | – | ﹤0.01% | 1205 |
|
|
2015
Q3 | $445K | Hold |
9,400
| – | – | ﹤0.01% | 1268 |
|
|
2015
Q2 | $482K | Hold |
9,400
| – | – | ﹤0.01% | 1300 |
|
|
2015
Q1 | $483K | Hold |
9,400
| – | – | ﹤0.01% | 1272 |
|
|
2014
Q4 | $488K | Hold |
9,400
| – | – | ﹤0.01% | 1274 |
|
|
2014
Q3 | $493K | Hold |
9,400
| – | – | ﹤0.01% | 1246 |
|
|
2014
Q2 | $475K | Sell |
9,400
-900
| -9% | -$45.5K | ﹤0.01% | 1319 |
|
|
2014
Q1 | $474K | Hold |
10,300
| – | – | ﹤0.01% | 1290 |
|
|
2013
Q4 | $508K | Buy |
10,300
+4,200
| +69% | +$207K | ﹤0.01% | 1237 |
|
|
2013
Q3 | $261K | Buy |
6,100
+3,000
| +97% | +$128K | ﹤0.01% | 1354 |
|
|
2013
Q2 | $116K | Buy |
+3,100
| New | +$116K | ﹤0.01% | 1431 |
|