New York Life Investment 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
$2.48M Sell
31,207
-243
-0.8% -$19.3K 0.02% 490
2025
Q1
$2.65M Sell
31,450
-198
-0.6% -$16.7K 0.03% 474
2024
Q4
$2.45M Sell
31,648
-304
-1% -$23.5K 0.02% 508
2024
Q3
$2.74M Sell
31,952
-1,337
-4% -$115K 0.03% 500
2024
Q2
$2.61M Sell
33,289
-245
-0.7% -$19.2K 0.03% 492
2024
Q1
$2.89M Sell
33,534
-1,166
-3% -$101K 0.03% 463
2023
Q4
$2.73M Sell
34,700
-178
-0.5% -$14K 0.03% 472
2023
Q3
$2.51M Sell
34,878
-718
-2% -$51.7K 0.03% 456
2023
Q2
$2.7M Sell
35,596
-459
-1% -$34.8K 0.03% 441
2023
Q1
$2.68M Sell
36,055
-83
-0.2% -$6.17K 0.03% 449
2022
Q4
$3.03M Sell
36,138
-785
-2% -$65.9K 0.03% 431
2022
Q3
$2.67M Sell
36,923
-2,037
-5% -$147K 0.03% 446
2022
Q2
$2.6M Buy
+38,960
New +$2.6M 0.03% 447