Manchester Capital Management’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 | $151K | Hold |
1,680
| – | – | 0.02% | 308 |
|
|
2025
Q4 | $148K | Buy |
1,680
+305
| +22% | +$25.7K | 0.02% | 312 |
|
|
2025
Q3 | $114K | Buy |
1,375
+102
| +8% | +$8.15K | 0.02% | 396 |
|
|
2025
Q2 | $101K | Buy |
1,273
+3
| +0.2% | +$230 | 0.01% | 445 |
|
|
2025
Q1 | $107K | Buy |
1,270
+45
| +4% | +$3.74K | 0.01% | 422 |
|
|
2024
Q4 | $94.8K | Sell |
1,225
-127
| -9% | -$10.7K | 0.01% | 433 |
|
|
2024
Q3 | $116K | Buy |
1,352
+37
| +3% | +$2.99K | 0.01% | 416 |
|
|
2024
Q2 | $103K | Buy |
1,315
+266
| +25% | +$21.6K | 0.01% | 412 |
|
|
2024
Q1 | $90.5K | Buy |
1,049
+8
| +0.8% | +$642 | 0.01% | 413 |
|
|
2023
Q4 | $81.9K | Buy |
1,041
+40
| +4% | +$2.9K | 0.01% | 371 |
|
|
2023
Q3 | $72.1K | Buy |
1,001
+2
| +0.2% | +$155 | 0.01% | 380 |
|
|
2023
Q2 | $75.8K | Buy |
999
+22
| +2% | +$1.59K | 0.01% | 375 |
|
|
2023
Q1 | $72.6K | Buy |
977
+17
| +2% | +$1.44K | 0.01% | 386 |
|
|
2022
Q4 | $80.6K | Hold |
960
| – | – | 0.01% | 340 |
|
|
2022
Q3 | $69K | Sell |
960
-21
| -2% | -$1.51K | 0.01% | 337 |
|
|
2022
Q2 | $66K | Sell |
981
-15
| -2% | -$1.05K | 0.01% | 347 |
|
|
2022
Q1 | $73K | Buy |
996
+36
| +4% | +$2.61K | 0.01% | 378 |
|
|
2021
Q4 | $69K | Hold |
960
| – | – | 0.01% | 379 |
|
|
2021
Q3 | $62K | Hold |
960
| – | – | 0.01% | 413 |
|
|
2021
Q2 | $61K | Hold |
960
| – | – | 0.01% | 369 |
|
|
2021
Q1 | $58K | Sell |
960
-79
| -8% | -$4.4K | 0.01% | 368 |
|
|
2020
Q4 | $52K | Buy |
1,039
+79
| +8% | +$3.62K | 0.01% | 366 |
|
|
2020
Q3 | $39K | Hold |
960
| – | – | 0.01% | 353 |
|
|
2020
Q2 | $40K | Hold |
960
| – | – | 0.01% | 386 |
|
|
2020
Q1 | $30K | Hold |
960
| – | – | ﹤0.01% | 400 |
|
|
2019
Q4 | $53K | Hold |
960
| – | – | 0.01% | 362 |
|
|
2019
Q3 | $55K | Hold |
960
| – | – | 0.01% | 352 |
|
|
2019
Q2 | $56K | Hold |
960
| – | – | 0.01% | 365 |
|
|
2019
Q1 | $48K | Hold |
960
| – | – | 0.01% | 414 |
|
|
2018
Q4 | $51K | Hold |
960
| – | – | 0.01% | 352 |
|
|
2018
Q3 | $56K | Hold |
960
| – | – | 0.01% | 349 |
|
|
2018
Q2 | $51K | Sell |
960
-79
| -8% | -$4.59K | 0.01% | 361 |
|
|
2018
Q1 | $63K | Buy |
1,039
+79
| +8% | +$5.2K | 0.01% | 332 |
|
|
2017
Q4 | $68K | Hold |
960
| – | – | 0.01% | 319 |
|
|
2017
Q3 | $62K | Hold |
960
| – | – | 0.01% | 318 |
|
|
2017
Q2 | $62K | Hold |
960
| – | – | 0.01% | 327 |
|
|
2017
Q1 | $61K | Hold |
960
| – | – | 0.01% | 333 |
|
|
2016
Q4 | $56K | Hold |
960
| – | – | 0.01% | 335 |
|
|
2016
Q3 | $49K | Hold |
960
| – | – | 0.01% | 359 |
|
|
2016
Q2 | $39K | Hold |
960
| – | – | 0.01% | 392 |
|
|
2016
Q1 | $38K | Sell |
960
-900
| -48% | -$34.6K | 0.01% | 455 |
|
|
2015
Q4 | $84K | Hold |
1,860
| – | – | 0.01% | 349 |
|
|
2015
Q3 | $88K | Hold |
1,860
| – | – | 0.01% | 315 |
|
|
2015
Q2 | $95K | Hold |
1,860
| – | – | 0.02% | 303 |
|
|
2015
Q1 | $95K | Sell |
1,860
-504
| -21% | -$25.3K | 0.02% | 284 |
|
|
2014
Q4 | $123K | Hold |
2,364
| – | – | 0.02% | 492 |
|
|
2014
Q3 | $124K | Hold |
2,364
| – | – | 0.02% | 512 |
|
|
2014
Q2 | $119K | Hold |
2,364
| – | – | 0.02% | 521 |
|
|
2014
Q1 | $109K | Buy |
2,364
+900
| +61% | +$41.2K | 0.02% | 507 |
|
|
2013
Q4 | $72K | Hold |
1,464
| – | – | 0.01% | 538 |
|
|
2013
Q3 | $63K | Hold |
1,464
| – | – | 0.01% | 549 |
|
|
2013
Q2 | $55K | Buy |
+1,464
| New | +$53.6K | 0.01% | 571 |
|
Other funds holding PFG
NLI
VCM
VPM
