MV 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 | $171K | Buy |
1,900
+1,048
| +123% | +$95.8K | 0.02% | 197 |
|
|
2025
Q4 | $75.2K | Buy |
852
+173
| +25% | +$14.6K | 0.01% | 268 |
|
|
2025
Q3 | $56.3K | Hold |
679
| – | – | 0.01% | 297 |
|
|
2025
Q2 | $53.9K | Buy |
679
+473
| +230% | +$36.3K | 0.01% | 291 |
|
|
2025
Q1 | $17.4K | Sell |
206
-6
| -3% | -$499 | ﹤0.01% | 450 |
|
|
2024
Q4 | $16.4K | Buy |
212
+5
| +2% | +$421 | ﹤0.01% | 457 |
|
|
2024
Q3 | $17.8K | Sell |
207
-8
| -4% | -$646 | ﹤0.01% | 445 |
|
|
2024
Q2 | $16.9K | Sell |
215
-759
| -78% | -$61.6K | ﹤0.01% | 450 |
|
|
2024
Q1 | $84.1K | Buy |
974
+1
| +0.1% | +$80 | 0.01% | 246 |
|
|
2023
Q4 | $76.5K | Buy |
973
+27
| +3% | +$1.96K | 0.01% | 251 |
|
|
2023
Q3 | $68.2K | Buy |
946
+13
| +1% | +$1.01K | 0.01% | 253 |
|
|
2023
Q2 | $70.8K | Buy |
933
+195
| +26% | +$14.1K | 0.01% | 248 |
|
|
2023
Q1 | $54.8K | Buy |
738
+588
| +392% | +$49.9K | 0.01% | 265 |
|
|
2022
Q4 | $12.6K | Hold |
150
| – | – | ﹤0.01% | 424 |
|
|
2022
Q3 | $11K | Buy |
150
+29
| +24% | +$2.08K | ﹤0.01% | 438 |
|
|
2022
Q2 | $8K | Buy |
121
+2
| +2% | +$141 | ﹤0.01% | 488 |
|
|
2022
Q1 | $9K | Hold |
119
| – | – | ﹤0.01% | 501 |
|
|
2021
Q4 | $9K | Buy |
119
+18
| +18% | +$1.26K | ﹤0.01% | 484 |
|
|
2021
Q3 | $7K | Buy |
101
+29
| +40% | +$1.86K | ﹤0.01% | 525 |
|
|
2021
Q2 | $5K | Buy |
72
+60
| +500% | +$3.84K | ﹤0.01% | 507 |
|
|
2021
Q1 | $1K | Buy |
+12
| New | +$669 | ﹤0.01% | 414 |
|
|
2017
Q4 | – | Sell |
-38
| Closed | -$2K | – | 374 |
|
|
2017
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 344 |
|
|
2017
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 337 |
|
|
2017
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 328 |
|
|
2016
Q4 | $2K | Buy |
+38
| New | +$2.13K | ﹤0.01% | 338 |
|
Other funds holding PFG
NLI
VCM
VPM
