Nicolet Bankshares’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 | $287K | Buy |
3,183
+338
| +12% | +$30.9K | 0.01% | 463 |
|
|
2025
Q4 | $251K | Hold |
2,845
| – | – | 0.04% | 198 |
|
|
2025
Q3 | $236K | Hold |
2,845
| – | – | 0.04% | 201 |
|
|
2025
Q2 | $226K | Hold |
2,845
| – | – | 0.04% | 200 |
|
|
2025
Q1 | $240K | Sell |
2,845
-50
| -2% | -$4.16K | 0.05% | 189 |
|
|
2024
Q4 | $224K | Sell |
2,895
-848
| -23% | -$71.5K | 0.05% | 185 |
|
|
2024
Q3 | $322K | Sell |
3,743
-1,400
| -27% | -$113K | 0.08% | 168 |
|
|
2024
Q2 | $403K | Sell |
5,143
-275
| -5% | -$22.3K | 0.1% | 148 |
|
|
2024
Q1 | $468K | Sell |
5,418
-200
| -4% | -$16.1K | 0.12% | 138 |
|
|
2023
Q4 | $442K | Sell |
5,618
-190
| -3% | -$13.8K | 0.12% | 135 |
|
|
2023
Q3 | $419K | Sell |
5,808
-190
| -3% | -$14.7K | 0.13% | 120 |
|
|
2023
Q2 | $455K | Sell |
5,998
-50
| -0.8% | -$3.6K | 0.13% | 125 |
|
|
2023
Q1 | $449K | Sell |
6,048
-215
| -3% | -$18.2K | 0.15% | 112 |
|
|
2022
Q4 | $526K | Sell |
6,263
-155
| -2% | -$13.3K | 0.18% | 105 |
|
|
2022
Q3 | $463K | Hold |
6,418
| – | – | 0.13% | 112 |
|
|
2022
Q2 | $429K | Sell |
6,418
-25
| -0.4% | -$1.76K | 0.11% | 126 |
|
|
2022
Q1 | $473K | Sell |
6,443
-208
| -3% | -$15.1K | 0.1% | 129 |
|
|
2021
Q4 | $481K | Sell |
6,651
-117
| -2% | -$8.16K | 0.11% | 132 |
|
|
2021
Q3 | $436K | Hold |
6,768
| – | – | 0.11% | 135 |
|
|
2021
Q2 | $428K | Sell |
6,768
-75
| -1% | -$4.79K | 0.11% | 141 |
|
|
2021
Q1 | $410K | Sell |
6,843
-905
| -12% | -$50.4K | 0.11% | 141 |
|
|
2020
Q4 | $384K | Sell |
7,748
-100
| -1% | -$4.58K | 0.12% | 134 |
|
|
2020
Q3 | $316K | Sell |
7,848
-950
| -11% | -$40.5K | 0.11% | 142 |
|
|
2020
Q2 | $365K | Sell |
8,798
-25
| -0.3% | -$912 | 0.14% | 117 |
|
|
2020
Q1 | $277K | Buy |
8,823
+470
| +6% | +$22.2K | 0.12% | 132 |
|
|
2019
Q4 | $459K | Buy |
8,353
+80
| +1% | +$4.38K | 0.17% | 111 |
|
|
2019
Q3 | $473K | Sell |
8,273
-165
| -2% | -$9.29K | 0.19% | 109 |
|
|
2019
Q2 | $489K | Buy |
8,438
+50
| +0.6% | +$2.75K | 0.2% | 97 |
|
|
2019
Q1 | $421K | Sell |
8,388
-200
| -2% | -$9.91K | 0.17% | 112 |
|
|
2018
Q4 | $379K | Buy |
8,588
+440
| +5% | +$21.7K | 0.18% | 109 |
|
|
2018
Q3 | $477K | Sell |
8,148
-70
| -0.9% | -$3.9K | 0.19% | 101 |
|
|
2018
Q2 | $435K | Sell |
8,218
-23
| -0.3% | -$1.34K | 0.18% | 105 |
|
|
2018
Q1 | $502K | Sell |
8,241
-827
| -9% | -$54.4K | 0.21% | 96 |
|
|
2017
Q4 | $640K | Sell |
9,068
-700
| -7% | -$48.2K | 0.27% | 75 |
|
|
2017
Q3 | $628K | Sell |
9,768
-200
| -2% | -$12.9K | 0.28% | 74 |
|
|
2017
Q2 | $639K | Sell |
9,968
-150
| -1% | -$9.52K | 0.3% | 69 |
|
|
2017
Q1 | $639K | Sell |
10,118
-525
| -5% | -$32K | 0.34% | 60 |
|
|
2016
Q4 | $616K | Sell |
10,643
-500
| -4% | -$28K | 0.34% | 58 |
|
|
2016
Q3 | $574K | Sell |
11,143
-225
| -2% | -$10.5K | 0.33% | 59 |
|
|
2016
Q2 | $467K | Buy |
11,368
+240
| +2% | +$10.1K | 0.31% | 66 |
|
|
2016
Q1 | $439K | Buy |
11,128
+2,160
| +24% | +$83.1K | 0.31% | 67 |
|
|
2015
Q4 | $341K | Buy |
+8,968
| New | +$438K | 0.34% | 79 |
|
Other funds holding PFG
NLI
VCM
VPM
