Mutual of America Capital Management’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 | $1.88M | Sell |
23,655
-817
| -3% | -$64.9K | 0.02% | 834 |
|
|
2025
Q1 | $2.06M | Sell |
24,472
-737
| -3% | -$62.2K | 0.02% | 821 |
|
|
2024
Q4 | $1.95M | Sell |
25,209
-1,029
| -4% | -$79.7K | 0.02% | 861 |
|
|
2024
Q3 | $2.25M | Sell |
26,238
-955
| -4% | -$82K | 0.02% | 851 |
|
|
2024
Q2 | $2.13M | Sell |
27,193
-1,565
| -5% | -$123K | 0.02% | 848 |
|
|
2024
Q1 | $2.48M | Sell |
28,758
-613
| -2% | -$52.9K | 0.03% | 817 |
|
|
2023
Q4 | $2.31M | Sell |
29,371
-1,764
| -6% | -$139K | 0.03% | 845 |
|
|
2023
Q3 | $2.24M | Sell |
31,135
-1,353
| -4% | -$97.5K | 0.03% | 818 |
|
|
2023
Q2 | $2.46M | Sell |
32,488
-84
| -0.3% | -$6.37K | 0.03% | 823 |
|
|
2023
Q1 | $2.42M | Buy |
32,572
+54
| +0.2% | +$4.01K | 0.03% | 832 |
|
|
2022
Q4 | $2.73M | Buy |
32,518
+419
| +1% | +$35.2K | 0.03% | 755 |
|
|
2022
Q3 | $2.32M | Buy |
32,099
+45
| +0.1% | +$3.25K | 0.03% | 778 |
|
|
2022
Q2 | $2.14M | Sell |
32,054
-369
| -1% | -$24.6K | 0.03% | 848 |
|
|
2022
Q1 | $2.38M | Sell |
32,423
-132
| -0.4% | -$9.69K | 0.03% | 891 |
|
|
2021
Q4 | $2.36M | Sell |
32,555
-201
| -0.6% | -$14.5K | 0.02% | 920 |
|
|
2021
Q3 | $2.11M | Sell |
32,756
-274
| -0.8% | -$17.6K | 0.02% | 936 |
|
|
2021
Q2 | $2.09M | Buy |
33,030
+183
| +0.6% | +$11.6K | 0.02% | 963 |
|
|
2021
Q1 | $1.97M | Buy |
32,847
+457
| +1% | +$27.4K | 0.02% | 972 |
|
|
2020
Q4 | $1.61M | Sell |
32,390
-833
| -3% | -$41.3K | 0.02% | 988 |
|
|
2020
Q3 | $1.34M | Sell |
33,223
-2,059
| -6% | -$82.9K | 0.02% | 974 |
|
|
2020
Q2 | $1.47M | Buy |
35,282
+97
| +0.3% | +$4.03K | 0.02% | 950 |
|
|
2020
Q1 | $1.1M | Buy |
35,185
+25
| +0.1% | +$784 | 0.02% | 951 |
|
|
2019
Q4 | $1.93M | Sell |
35,160
-6,085
| -15% | -$335K | 0.02% | 923 |
|
|
2019
Q3 | $2.36M | Buy |
41,245
+99
| +0.2% | +$5.66K | 0.03% | 784 |
|
|
2019
Q2 | $2.38M | Buy |
41,146
+26
| +0.1% | +$1.51K | 0.03% | 802 |
|
|
2019
Q1 | $2.06M | Sell |
41,120
-546
| -1% | -$27.4K | 0.03% | 849 |
|
|
2018
Q4 | $1.84M | Buy |
41,666
+99
| +0.2% | +$4.37K | 0.03% | 835 |
|
|
2018
Q3 | $2.44M | Sell |
41,567
-72
| -0.2% | -$4.22K | 0.03% | 810 |
|
|
2018
Q2 | $2.21M | Buy |
41,639
+63
| +0.2% | +$3.34K | 0.03% | 846 |
|
|
2018
Q1 | $2.53M | Sell |
41,576
-20,263
| -33% | -$1.23M | 0.04% | 748 |
|
|
2017
Q4 | $4.36M | Sell |
61,839
-943
| -2% | -$66.5K | 0.07% | 467 |
|
|
2017
Q3 | $4.04M | Buy |
62,782
+6,580
| +12% | +$423K | 0.07% | 474 |
|
|
2017
Q2 | $3.6M | Sell |
56,202
-15,029
| -21% | -$963K | 0.06% | 520 |
|
|
2017
Q1 | $4.5M | Buy |
71,231
+37,770
| +113% | +$2.38M | 0.08% | 382 |
|
|
2016
Q4 | $1.94M | Buy |
33,461
+2,203
| +7% | +$127K | 0.04% | 788 |
|
|
2016
Q3 | $1.61M | Buy |
31,258
+17
| +0.1% | +$876 | 0.03% | 842 |
|
|
2016
Q2 | $1.28M | Buy |
31,241
+1,509
| +5% | +$62K | 0.03% | 918 |
|
|
2016
Q1 | $1.17M | Sell |
29,732
-629
| -2% | -$24.8K | 0.03% | 943 |
|
|
2015
Q4 | $1.37M | Sell |
30,361
-233
| -0.8% | -$10.5K | 0.03% | 844 |
|
|
2015
Q3 | $1.45M | Buy |
30,594
+648
| +2% | +$30.7K | 0.03% | 814 |
|
|
2015
Q2 | $1.54M | Buy |
29,946
+194
| +0.7% | +$9.95K | 0.03% | 830 |
|
|
2015
Q1 | $1.53M | Buy |
29,752
+203
| +0.7% | +$10.4K | 0.03% | 838 |
|
|
2014
Q4 | $1.54M | Buy |
29,549
+347
| +1% | +$18K | 0.03% | 825 |
|
|
2014
Q3 | $1.53M | Buy |
29,202
+348
| +1% | +$18.3K | 0.04% | 807 |
|
|
2014
Q2 | $1.46M | Sell |
28,854
-485
| -2% | -$24.5K | 0.03% | 851 |
|
|
2014
Q1 | $1.35M | Sell |
29,339
-291
| -1% | -$13.4K | 0.03% | 869 |
|
|
2013
Q4 | $1.46M | Buy |
29,630
+799
| +3% | +$39.4K | 0.04% | 828 |
|
|
2013
Q3 | $1.24M | Sell |
28,831
-102
| -0.4% | -$4.37K | 0.03% | 850 |
|
|
2013
Q2 | $1.08M | Buy |
+28,933
| New | +$1.08M | 0.03% | 861 |
|