Osaic Holdings’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 | $4.17M | Buy |
52,378
+13,604
| +35% | +$1.08M | 0.01% | 1162 |
|
|
2025
Q1 | $3.27M | Sell |
38,774
-11,328
| -23% | -$956K | 0.01% | 1309 |
|
|
2024
Q4 | $3.71M | Buy |
50,102
+854
| +2% | +$63.3K | 0.01% | 1210 |
|
|
2024
Q3 | $4.23M | Sell |
49,248
-3,553
| -7% | -$305K | 0.01% | 1152 |
|
|
2024
Q2 | $4.14M | Sell |
52,801
-7,776
| -13% | -$610K | 0.01% | 1122 |
|
|
2024
Q1 | $5.23M | Sell |
60,577
-36,048
| -37% | -$3.11M | 0.01% | 1003 |
|
|
2023
Q4 | $7.6M | Sell |
96,625
-154,249
| -61% | -$12.1M | 0.01% | 944 |
|
|
2023
Q3 | $18.1M | Buy |
250,874
+116,506
| +87% | +$8.4M | 0.03% | 578 |
|
|
2023
Q2 | $10.2M | Buy |
134,368
+3,280
| +3% | +$249K | 0.02% | 753 |
|
|
2023
Q1 | $9.74M | Sell |
131,088
-6,425
| -5% | -$478K | 0.02% | 783 |
|
|
2022
Q4 | $11.5M | Buy |
137,513
+38,349
| +39% | +$3.22M | 0.02% | 668 |
|
|
2022
Q3 | $7.15M | Buy |
99,164
+27,319
| +38% | +$1.97M | 0.02% | 818 |
|
|
2022
Q2 | $4.8M | Buy |
71,845
+15,677
| +28% | +$1.05M | 0.01% | 1062 |
|
|
2022
Q1 | $3.68M | Buy |
56,168
+10,481
| +23% | +$687K | 0.01% | 1433 |
|
|
2021
Q4 | $3.31M | Sell |
45,687
-571
| -1% | -$41.3K | 0.01% | 1387 |
|
|
2021
Q3 | $2.98M | Sell |
46,258
-1,156
| -2% | -$74.6K | 0.01% | 1402 |
|
|
2021
Q2 | $3M | Sell |
47,414
-2,363
| -5% | -$149K | 0.01% | 1393 |
|
|
2021
Q1 | $2.99M | Sell |
49,777
-30
| -0.1% | -$1.8K | 0.01% | 1286 |
|
|
2020
Q4 | $2.47M | Sell |
49,807
-33,286
| -40% | -$1.65M | 0.01% | 1286 |
|
|
2020
Q3 | $3.35M | Sell |
83,093
-6,345
| -7% | -$256K | 0.01% | 987 |
|
|
2020
Q2 | $3.72M | Sell |
89,438
-9,441
| -10% | -$393K | 0.01% | 855 |
|
|
2020
Q1 | $2.68M | Buy |
+98,879
| New | +$2.68M | 0.01% | 897 |
|