Parallel Advisors’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 | $170K | Buy |
1,892
+206
| +12% | +$18.8K | ﹤0.01% | 1266 |
|
|
2025
Q4 | $149K | Buy |
1,686
+119
| +8% | +$10K | ﹤0.01% | 1236 |
|
|
2025
Q3 | $130K | Sell |
1,567
-107
| -6% | -$8.55K | ﹤0.01% | 1274 |
|
|
2025
Q2 | $133K | Sell |
1,674
-519
| -24% | -$39.8K | ﹤0.01% | 1207 |
|
|
2025
Q1 | $185K | Buy |
2,193
+450
| +26% | +$37.4K | ﹤0.01% | 994 |
|
|
2024
Q4 | $135K | Buy |
1,743
+43
| +3% | +$3.62K | ﹤0.01% | 1122 |
|
|
2024
Q3 | $146K | Sell |
1,700
-325
| -16% | -$26.2K | ﹤0.01% | 1071 |
|
|
2024
Q2 | $159K | Buy |
2,025
+302
| +18% | +$24.5K | ﹤0.01% | 963 |
|
|
2024
Q1 | $149K | Buy |
1,723
+63
| +4% | +$5.06K | ﹤0.01% | 990 |
|
|
2023
Q4 | $131K | Sell |
1,660
-216
| -12% | -$15.6K | ﹤0.01% | 1000 |
|
|
2023
Q3 | $135K | Sell |
1,876
-340
| -15% | -$26.4K | ﹤0.01% | 938 |
|
|
2023
Q2 | $168K | Sell |
2,216
-257
| -10% | -$18.5K | 0.01% | 854 |
|
|
2023
Q1 | $184K | Buy |
2,473
+529
| +27% | +$44.9K | 0.01% | 814 |
|
|
2022
Q4 | $163K | Sell |
1,944
-145
| -7% | -$12.4K | 0.01% | 790 |
|
|
2022
Q3 | $151K | Sell |
2,089
-133
| -6% | -$9.55K | 0.01% | 782 |
|
|
2022
Q2 | $148K | Sell |
2,222
-544
| -20% | -$38.3K | 0.01% | 809 |
|
|
2022
Q1 | $206K | Sell |
2,766
-379
| -12% | -$27.4K | 0.01% | 722 |
|
|
2021
Q4 | $227K | Buy |
3,145
+416
| +15% | +$29K | 0.01% | 706 |
|
|
2021
Q3 | $176K | Buy |
2,729
+567
| +26% | +$36.4K | 0.01% | 764 |
|
|
2021
Q2 | $137K | Buy |
2,162
+688
| +47% | +$44K | 0.01% | 835 |
|
|
2021
Q1 | $88K | Buy |
1,474
+160
| +12% | +$8.92K | ﹤0.01% | 936 |
|
|
2020
Q4 | $65K | Hold |
1,314
| – | – | ﹤0.01% | 983 |
|
|
2020
Q3 | $53K | Buy |
1,314
+46
| +4% | +$1.96K | ﹤0.01% | 1045 |
|
|
2020
Q2 | $52K | Sell |
1,268
-486
| -28% | -$17.7K | ﹤0.01% | 1030 |
|
|
2020
Q1 | $54K | Buy |
1,754
+211
| +14% | +$9.98K | ﹤0.01% | 909 |
|
|
2019
Q4 | $85K | Sell |
1,543
-24
| -2% | -$1.31K | 0.01% | 848 |
|
|
2019
Q3 | $90K | Buy |
1,567
+228
| +17% | +$12.8K | 0.01% | 754 |
|
|
2019
Q2 | $78K | Sell |
1,339
-202
| -13% | -$11.1K | 0.01% | 751 |
|
|
2019
Q1 | $77K | Buy |
1,541
+515
| +50% | +$25.5K | 0.01% | 700 |
|
|
2018
Q4 | $45K | Buy |
1,026
+363
| +55% | +$17.9K | 0.01% | 785 |
|
|
2018
Q3 | $39K | Sell |
663
-28
| -4% | -$1.56K | ﹤0.01% | 900 |
|
|
2018
Q2 | $36K | Buy |
691
+10
| +1% | +$581 | 0.01% | 846 |
|
|
2018
Q1 | $41K | Sell |
681
-64
| -9% | -$4.21K | 0.01% | 768 |
|
|
2017
Q4 | $53K | Buy |
745
+1
| +0.1% | +$69 | 0.01% | 683 |
|
|
2017
Q3 | $51K | Hold |
744
| – | – | 0.01% | 678 |
|
|
2017
Q2 | $50K | Buy |
744
+143
| +24% | +$9.07K | 0.01% | 689 |
|
|
2017
Q1 | $39K | Buy |
601
+65
| +12% | +$3.96K | 0.01% | 720 |
|
|
2016
Q4 | $31K | Buy |
+536
| New | +$30K | 0.01% | 720 |
|
Other funds holding PFG
NLI
VCM
VPM
