Mount Lucas 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 | $886K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $2.38M | Buy |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $3.4M | Sell |
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|
2022
Q2 | $3.19M | Sell |
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|
2022
Q1 | $3.71M | Sell |
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $8.24M | Buy |
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|
2020
Q3 | $6.59M | Sell |
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|
2020
Q2 | $7.22M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $10M | Sell |
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|
2017
Q3 | $9.56M | Sell |
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|
2017
Q2 | $21.7M | Buy |
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|
2017
Q1 | $21.2M | Buy |
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|
2016
Q4 | $11.7M | Sell |
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|
2016
Q3 | $12.3M | Buy |
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