Northwestern Mutual Wealth 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 | $1.51M | Buy |
19,064
+67
| +0.4% | +$5.32K | ﹤0.01% | 1033 |
|
|
2025
Q1 | $1.6M | Buy |
18,997
+873
| +5% | +$73.7K | ﹤0.01% | 965 |
|
|
2024
Q4 | $1.4M | Sell |
18,124
-2,081
| -10% | -$161K | ﹤0.01% | 952 |
|
|
2024
Q3 | $1.74M | Sell |
20,205
-1,539
| -7% | -$132K | ﹤0.01% | 896 |
|
|
2024
Q2 | $1.71M | Buy |
21,744
+6,735
| +45% | +$528K | ﹤0.01% | 863 |
|
|
2024
Q1 | $1.3M | Sell |
15,009
-1,923
| -11% | -$166K | ﹤0.01% | 929 |
|
|
2023
Q4 | $1.33M | Sell |
16,932
-2,133
| -11% | -$168K | ﹤0.01% | 884 |
|
|
2023
Q3 | $1.37M | Sell |
19,065
-1,366
| -7% | -$98.4K | ﹤0.01% | 835 |
|
|
2023
Q2 | $1.55M | Sell |
20,431
-295
| -1% | -$22.4K | ﹤0.01% | 790 |
|
|
2023
Q1 | $1.54M | Buy |
20,726
+328
| +2% | +$24.4K | ﹤0.01% | 768 |
|
|
2022
Q4 | $1.71M | Buy |
20,398
+2,203
| +12% | +$185K | ﹤0.01% | 705 |
|
|
2022
Q3 | $1.31M | Sell |
18,195
-1,010
| -5% | -$72.9K | ﹤0.01% | 749 |
|
|
2022
Q2 | $1.28M | Buy |
19,205
+2,663
| +16% | +$178K | ﹤0.01% | 751 |
|
|
2022
Q1 | $1.21M | Buy |
16,542
+822
| +5% | +$60.3K | ﹤0.01% | 787 |
|
|
2021
Q4 | $1.14M | Buy |
15,720
+3,795
| +32% | +$274K | ﹤0.01% | 780 |
|
|
2021
Q3 | $769K | Buy |
11,925
+236
| +2% | +$15.2K | ﹤0.01% | 848 |
|
|
2021
Q2 | $738K | Sell |
11,689
-4,920
| -30% | -$311K | ﹤0.01% | 854 |
|
|
2021
Q1 | $996K | Sell |
16,609
-2,553
| -13% | -$153K | ﹤0.01% | 707 |
|
|
2020
Q4 | $951K | Sell |
19,162
-5,682
| -23% | -$282K | ﹤0.01% | 657 |
|
|
2020
Q3 | $1M | Buy |
24,844
+2,324
| +10% | +$93.5K | ﹤0.01% | 587 |
|
|
2020
Q2 | $936K | Sell |
22,520
-329
| -1% | -$13.7K | ﹤0.01% | 548 |
|
|
2020
Q1 | $716K | Sell |
22,849
-1,272
| -5% | -$39.9K | ﹤0.01% | 547 |
|
|
2019
Q4 | $1.33M | Buy |
24,121
+13,383
| +125% | +$736K | ﹤0.01% | 465 |
|
|
2019
Q3 | $614K | Sell |
10,738
-4
| -0% | -$229 | ﹤0.01% | 597 |
|
|
2019
Q2 | $622K | Buy |
10,742
+647
| +6% | +$37.5K | ﹤0.01% | 578 |
|
|
2019
Q1 | $507K | Sell |
10,095
-251
| -2% | -$12.6K | ﹤0.01% | 620 |
|
|
2018
Q4 | $457K | Sell |
10,346
-969
| -9% | -$42.8K | ﹤0.01% | 584 |
|
|
2018
Q3 | $662K | Buy |
11,315
+3,024
| +36% | +$177K | ﹤0.01% | 503 |
|
|
2018
Q2 | $440K | Buy |
8,291
+106
| +1% | +$5.63K | ﹤0.01% | 561 |
|
|
2018
Q1 | $499K | Buy |
8,185
+1,164
| +17% | +$71K | ﹤0.01% | 519 |
|
|
2017
Q4 | $496K | Buy |
7,021
+626
| +10% | +$44.2K | ﹤0.01% | 521 |
|
|
2017
Q3 | $411K | Sell |
6,395
-2,188
| -25% | -$141K | ﹤0.01% | 524 |
|
|
2017
Q2 | $550K | Buy |
8,583
+1,635
| +24% | +$105K | ﹤0.01% | 457 |
|
|
2017
Q1 | $438K | Buy |
6,948
+844
| +14% | +$53.2K | ﹤0.01% | 489 |
|
|
2016
Q4 | $352K | Buy |
+6,104
| New | +$352K | ﹤0.01% | 514 |
|
|
2016
Q3 | – | Sell |
-3,248
| Closed | -$133K | – | 1144 |
|
|
2016
Q2 | $133K | Buy |
3,248
+488
| +18% | +$20K | ﹤0.01% | 656 |
|
|
2016
Q1 | $109K | Buy |
2,760
+114
| +4% | +$4.5K | ﹤0.01% | 679 |
|
|
2015
Q4 | $119K | Buy |
2,646
+466
| +21% | +$21K | ﹤0.01% | 599 |
|
|
2015
Q3 | $103K | Buy |
2,180
+315
| +17% | +$14.9K | ﹤0.01% | 574 |
|
|
2015
Q2 | $96K | Buy |
1,865
+516
| +38% | +$26.6K | ﹤0.01% | 556 |
|
|
2015
Q1 | $69K | Buy |
1,349
+503
| +59% | +$25.7K | ﹤0.01% | 596 |
|
|
2014
Q4 | $44K | Buy |
846
+317
| +60% | +$16.5K | ﹤0.01% | 684 |
|
|
2014
Q3 | $28K | Hold |
529
| – | – | ﹤0.01% | 733 |
|
|
2014
Q2 | $27K | Buy |
529
+228
| +76% | +$11.6K | ﹤0.01% | 706 |
|
|
2014
Q1 | $14K | Hold |
301
| – | – | ﹤0.01% | 823 |
|
|
2013
Q4 | $15K | Buy |
301
+38
| +14% | +$1.89K | ﹤0.01% | 842 |
|
|
2013
Q3 | $11K | Buy |
263
+78
| +42% | +$3.26K | ﹤0.01% | 857 |
|
|
2013
Q2 | $7K | Buy |
+185
| New | +$7K | ﹤0.01% | 907 |
|