MML Investors Services’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 | $429K | Sell |
5,407
-27
| -0.5% | -$2.14K | ﹤0.01% | 2195 |
|
|
2025
Q1 | $458K | Buy |
5,434
+723
| +15% | +$60.9K | ﹤0.01% | 2037 |
|
|
2024
Q4 | $365K | Sell |
4,711
-26
| -0.5% | -$2.01K | ﹤0.01% | 2137 |
|
|
2024
Q3 | $407K | Buy |
4,737
+79
| +2% | +$6.79K | ﹤0.01% | 1989 |
|
|
2024
Q2 | $365K | Sell |
4,658
-480
| -9% | -$37.6K | ﹤0.01% | 1975 |
|
|
2024
Q1 | $443K | Sell |
5,138
-10,234
| -67% | -$882K | ﹤0.01% | 1866 |
|
|
2023
Q4 | $1.21M | Sell |
15,372
-4,411
| -22% | -$347K | 0.01% | 1241 |
|
|
2023
Q3 | $1.43M | Buy |
19,783
+3,678
| +23% | +$265K | 0.01% | 1048 |
|
|
2023
Q2 | $1.22M | Buy |
16,105
+333
| +2% | +$25.2K | 0.01% | 1130 |
|
|
2023
Q1 | $1.17M | Sell |
15,772
-6,572
| -29% | -$488K | 0.01% | 995 |
|
|
2022
Q4 | $1.88M | Buy |
22,344
+9,485
| +74% | +$796K | 0.01% | 848 |
|
|
2022
Q3 | $928K | Buy |
12,859
+8,972
| +231% | +$647K | 0.01% | 1099 |
|
|
2022
Q2 | $260K | Buy |
3,887
+272
| +8% | +$18.2K | ﹤0.01% | 1756 |
|
|
2022
Q1 | $265K | Buy |
3,615
+261
| +8% | +$19.1K | ﹤0.01% | 1804 |
|
|
2021
Q4 | $243K | Buy |
+3,354
| New | +$243K | ﹤0.01% | 1813 |
|
|
2020
Q4 | – | Sell |
-6,236
| Closed | -$251K | – | 1694 |
|
|
2020
Q3 | $251K | Sell |
6,236
-410
| -6% | -$16.5K | ﹤0.01% | 1382 |
|
|
2020
Q2 | $276K | Sell |
6,646
-247
| -4% | -$10.3K | ﹤0.01% | 1255 |
|
|
2020
Q1 | $216K | Buy |
6,893
+326
| +5% | +$10.2K | ﹤0.01% | 1235 |
|
|
2019
Q4 | $361K | Buy |
6,567
+57
| +0.9% | +$3.13K | 0.01% | 1141 |
|
|
2019
Q3 | $372K | Sell |
6,510
-1,736
| -21% | -$99.2K | 0.01% | 1075 |
|
|
2019
Q2 | $478K | Buy |
8,246
+354
| +4% | +$20.5K | 0.01% | 1051 |
|
|
2019
Q1 | $396K | Sell |
7,892
-166
| -2% | -$8.33K | 0.01% | 1129 |
|
|
2018
Q4 | $356K | Buy |
8,058
+586
| +8% | +$25.9K | 0.01% | 1090 |
|
|
2018
Q3 | $438K | Buy |
7,472
+2,417
| +48% | +$142K | 0.01% | 1069 |
|
|
2018
Q2 | $268K | Buy |
5,055
+790
| +19% | +$41.9K | 0.01% | 1141 |
|
|
2018
Q1 | $260K | Buy |
4,265
+146
| +4% | +$8.9K | 0.01% | 1143 |
|
|
2017
Q4 | $291K | Buy |
4,119
+470
| +13% | +$33.2K | 0.01% | 1104 |
|
|
2017
Q3 | $235K | Sell |
3,649
-19,330
| -84% | -$1.24M | ﹤0.01% | 1137 |
|
|
2017
Q2 | $1.47M | Sell |
22,979
-827
| -3% | -$53K | 0.03% | 394 |
|
|
2017
Q1 | $1.5M | Buy |
+23,806
| New | +$1.5M | 0.03% | 196 |
|