Nisa Investment Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.07M | Sell |
76,401
-467
| -0.6% | -$37.1K | 0.03% | 365 |
|
|
2025
Q1 | $6.49M | Sell |
76,868
-663
| -0.9% | -$55.9K | 0.03% | 353 |
|
|
2024
Q4 | $6M | Buy |
77,531
+85
| +0.1% | +$6.58K | 0.02% | 403 |
|
|
2024
Q3 | $6.65M | Sell |
77,446
-7,115
| -8% | -$611K | 0.04% | 363 |
|
|
2024
Q2 | $6.63M | Sell |
84,561
-2,250
| -3% | -$177K | 0.04% | 358 |
|
|
2024
Q1 | $7.49M | Sell |
86,811
-17
| -0% | -$1.47K | 0.05% | 335 |
|
|
2023
Q4 | $6.83M | Buy |
86,828
+2,817
| +3% | +$222K | 0.05% | 333 |
|
|
2023
Q3 | $6.05M | Buy |
84,011
+16
| +0% | +$1.15K | 0.05% | 349 |
|
|
2023
Q2 | $6.37M | Sell |
83,995
-695
| -0.8% | -$52.7K | 0.05% | 365 |
|
|
2023
Q1 | $6.29M | Sell |
84,690
-26,255
| -24% | -$1.95M | 0.05% | 354 |
|
|
2022
Q4 | $9.31M | Buy |
110,945
+21,456
| +24% | +$1.8M | 0.07% | 287 |
|
|
2022
Q3 | $6.54M | Buy |
89,489
+5,290
| +6% | +$386K | 0.06% | 322 |
|
|
2022
Q2 | $5.62M | Sell |
84,199
-11,820
| -12% | -$790K | 0.05% | 341 |
|
|
2022
Q1 | $7.05M | Buy |
96,019
+4,660
| +5% | +$342K | 0.05% | 329 |
|
|
2021
Q4 | $6.68M | Sell |
91,359
-3,129
| -3% | -$229K | 0.05% | 332 |
|
|
2021
Q3 | $6.09K | Sell |
94,488
-3,500
| -4% | -$225 | 0.04% | 390 |
|
|
2021
Q2 | $6.19K | Sell |
97,988
-10,230
| -9% | -$646 | 0.04% | 389 |
|
|
2021
Q1 | $6.49K | Sell |
108,218
-11,900
| -10% | -$714 | 0.04% | 378 |
|
|
2020
Q4 | $5.96M | Buy |
120,118
+4,970
| +4% | +$247K | 0.04% | 395 |
|
|
2020
Q3 | $4.64M | Buy |
115,148
+6,600
| +6% | +$266K | 0.04% | 386 |
|
|
2020
Q2 | $4.51M | Sell |
108,548
-4,850
| -4% | -$201K | 0.04% | 371 |
|
|
2020
Q1 | $3.55M | Sell |
113,398
-11,080
| -9% | -$347K | 0.04% | 375 |
|
|
2019
Q4 | $6.85M | Sell |
124,478
-42,445
| -25% | -$2.33M | 0.06% | 307 |
|
|
2019
Q3 | $9.54M | Buy |
166,923
+5,000
| +3% | +$286K | 0.08% | 231 |
|
|
2019
Q2 | $9.38M | Sell |
161,923
-5,955
| -4% | -$345K | 0.09% | 226 |
|
|
2019
Q1 | $8.43M | Sell |
167,878
-40,700
| -20% | -$2.04M | 0.08% | 236 |
|
|
2018
Q4 | $9.21M | Sell |
208,578
-1,600
| -0.8% | -$70.7K | 0.1% | 200 |
|
|
2018
Q3 | $12.3M | Sell |
210,178
-20,837
| -9% | -$1.22M | 0.11% | 194 |
|
|
2018
Q2 | $12.2M | Sell |
231,015
-8,256
| -3% | -$437K | 0.13% | 179 |
|
|
2018
Q1 | $14.7M | Buy |
239,271
+15,323
| +7% | +$940K | 0.15% | 148 |
|
|
2017
Q4 | $15.8M | Sell |
223,948
-2,400
| -1% | -$169K | 0.16% | 143 |
|
|
2017
Q3 | $14.6M | Buy |
226,348
+500
| +0.2% | +$32.2K | 0.16% | 146 |
|
|
2017
Q2 | $14.4M | Sell |
225,848
-12,700
| -5% | -$810K | 0.17% | 147 |
|
|
2017
Q1 | $15.1M | Sell |
238,548
-15,370
| -6% | -$970K | 0.18% | 133 |
|
|
2016
Q4 | $14.7M | Sell |
253,918
-23,675
| -9% | -$1.37M | 0.18% | 131 |
|
|
2016
Q3 | $14.3M | Sell |
277,593
-3,700
| -1% | -$191K | 0.19% | 126 |
|
|
2016
Q2 | $11.6M | Buy |
281,293
+63,025
| +29% | +$2.59M | 0.16% | 151 |
|
|
2016
Q1 | $8.61M | Buy |
218,268
+18,550
| +9% | +$732K | 0.12% | 178 |
|
|
2015
Q4 | $8.98M | Sell |
199,718
-5,200
| -3% | -$234K | 0.13% | 174 |
|
|
2015
Q3 | $9.77M | Buy |
204,918
+5,100
| +3% | +$243K | 0.15% | 155 |
|
|
2015
Q2 | $10.2M | Sell |
199,818
-11,100
| -5% | -$569K | 0.15% | 157 |
|
|
2015
Q1 | $10.8M | Buy |
210,918
+1,100
| +0.5% | +$56.5K | 0.15% | 148 |
|
|
2014
Q4 | $10.9M | Buy |
209,818
+11,481
| +6% | +$596K | 0.15% | 147 |
|
|
2014
Q3 | $10.4M | Buy |
198,337
+100
| +0.1% | +$5.25K | 0.15% | 150 |
|
|
2014
Q2 | $10M | Buy |
198,237
+14,710
| +8% | +$743K | 0.14% | 153 |
|
|
2014
Q1 | $8.44M | Hold |
183,527
| – | – | 0.12% | 172 |
|
|
2013
Q4 | $9.05M | Sell |
183,527
-6,300
| -3% | -$311K | 0.13% | 161 |
|
|
2013
Q3 | $8.13M | Buy |
189,827
+19,200
| +11% | +$822K | 0.12% | 162 |
|
|
2013
Q2 | $6.39M | Buy |
+170,627
| New | +$6.39M | 0.1% | 202 |
|