Natixis Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.04M | Sell |
63,481
-13,850
| -18% | -$1.1M | 0.01% | 818 |
|
|
2025
Q1 | $6.52M | Buy |
77,331
+5,755
| +8% | +$486K | 0.01% | 744 |
|
|
2024
Q4 | $5.54M | Sell |
71,576
-16,512
| -19% | -$1.28M | 0.01% | 798 |
|
|
2024
Q3 | $7.57M | Buy |
88,088
+9,209
| +12% | +$791K | 0.01% | 725 |
|
|
2024
Q2 | $6.19M | Buy |
78,879
+11,169
| +16% | +$876K | 0.01% | 740 |
|
|
2024
Q1 | $5.84M | Buy |
67,710
+1,682
| +3% | +$145K | 0.01% | 764 |
|
|
2023
Q4 | $5.19M | Sell |
66,028
-1,889
| -3% | -$149K | 0.01% | 739 |
|
|
2023
Q3 | $4.9M | Buy |
67,917
+1,887
| +3% | +$136K | 0.02% | 711 |
|
|
2023
Q2 | $5.01M | Buy |
66,030
+705
| +1% | +$53.5K | 0.02% | 697 |
|
|
2023
Q1 | $4.86M | Sell |
65,325
-1,229
| -2% | -$91.3K | 0.02% | 697 |
|
|
2022
Q4 | $5.59M | Buy |
66,554
+1,736
| +3% | +$146K | 0.02% | 650 |
|
|
2022
Q3 | $4.68M | Buy |
64,818
+2,671
| +4% | +$193K | 0.02% | 656 |
|
|
2022
Q2 | $4.15M | Sell |
62,147
-577
| -0.9% | -$38.5K | 0.02% | 706 |
|
|
2022
Q1 | $4.61M | Buy |
62,724
+1,580
| +3% | +$116K | 0.02% | 706 |
|
|
2021
Q4 | $4.42M | Buy |
61,144
+2,787
| +5% | +$202K | 0.02% | 707 |
|
|
2021
Q3 | $3.76M | Sell |
58,357
-15,060
| -21% | -$970K | 0.02% | 734 |
|
|
2021
Q2 | $4.64M | Buy |
73,417
+5,221
| +8% | +$330K | 0.02% | 660 |
|
|
2021
Q1 | $4.09M | Sell |
68,196
-8,576
| -11% | -$514K | 0.02% | 657 |
|
|
2020
Q4 | $3.81M | Buy |
76,772
+720
| +0.9% | +$35.7K | 0.02% | 655 |
|
|
2020
Q3 | $3.06M | Buy |
76,052
+8,501
| +13% | +$342K | 0.02% | 679 |
|
|
2020
Q2 | $2.81M | Sell |
67,551
-8,522
| -11% | -$354K | 0.02% | 703 |
|
|
2020
Q1 | $2.38M | Buy |
76,073
+41,518
| +120% | +$1.3M | 0.02% | 681 |
|
|
2019
Q4 | $1.9M | Buy |
34,555
+20,178
| +140% | +$1.11M | 0.01% | 816 |
|
|
2019
Q3 | $822K | Sell |
14,377
-9,922
| -41% | -$567K | 0.01% | 972 |
|
|
2019
Q2 | $1.41M | Buy |
+24,299
| New | +$1.41M | 0.01% | 853 |
|
|
2018
Q4 | – | Sell |
-11,207
| Closed | -$657K | – | 1111 |
|
|
2018
Q3 | $657K | Buy |
11,207
+647
| +6% | +$37.9K | 0.01% | 1006 |
|
|
2018
Q2 | $559K | Sell |
10,560
-3,626
| -26% | -$192K | 0.01% | 1023 |
|
|
2018
Q1 | $864K | Sell |
14,186
-1,541
| -10% | -$93.9K | 0.01% | 942 |
|
|
2017
Q4 | $1.11M | Sell |
15,727
-1,121
| -7% | -$79.1K | 0.01% | 858 |
|
|
2017
Q3 | $1.08M | Buy |
16,848
+923
| +6% | +$59.4K | 0.01% | 855 |
|
|
2017
Q2 | $1.02M | Buy |
15,925
+623
| +4% | +$39.9K | 0.01% | 862 |
|
|
2017
Q1 | $966K | Buy |
15,302
+964
| +7% | +$60.9K | 0.01% | 875 |
|
|
2016
Q4 | $830K | Sell |
14,338
-1,801
| -11% | -$104K | 0.01% | 870 |
|
|
2016
Q3 | $831K | Buy |
16,139
+2,558
| +19% | +$132K | 0.01% | 833 |
|
|
2016
Q2 | $558K | Buy |
13,581
+1,786
| +15% | +$73.4K | 0.01% | 867 |
|
|
2016
Q1 | $465K | Buy |
+11,795
| New | +$465K | 0.01% | 910 |
|
|
2015
Q4 | – | Sell |
-18,834
| Closed | -$892K | – | 1001 |
|
|
2015
Q3 | $892K | Buy |
+18,834
| New | +$892K | 0.02% | 805 |
|
|
2014
Q3 | – | Sell |
-8,485
| Closed | -$428K | – | 1167 |
|
|
2014
Q2 | $428K | Buy |
8,485
+662
| +8% | +$33.4K | 0.01% | 1040 |
|
|
2014
Q1 | $360K | Buy |
7,823
+2,789
| +55% | +$128K | 0.01% | 1026 |
|
|
2013
Q4 | $248K | Buy |
+5,034
| New | +$248K | ﹤0.01% | 1065 |
|