Pinnacle Associates’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 | $578K | Sell |
7,276
-1,395
| -16% | -$111K | 0.01% | 605 |
|
|
2025
Q1 | $732K | Buy |
8,671
+14
| +0.2% | +$1.18K | 0.01% | 542 |
|
|
2024
Q4 | $670K | Sell |
8,657
-1,002
| -10% | -$77.6K | 0.01% | 547 |
|
|
2024
Q3 | $760K | Buy |
9,659
+988
| +11% | +$77.7K | 0.01% | 506 |
|
|
2024
Q2 | $680K | Sell |
8,671
-551
| -6% | -$43.2K | 0.01% | 531 |
|
|
2024
Q1 | $796K | Sell |
9,222
-437
| -5% | -$37.7K | 0.01% | 518 |
|
|
2023
Q4 | $760K | Sell |
9,659
-41
| -0.4% | -$3.23K | 0.01% | 515 |
|
|
2023
Q3 | $699K | Sell |
9,700
-107
| -1% | -$7.71K | 0.01% | 501 |
|
|
2023
Q2 | $744K | Sell |
9,807
-880
| -8% | -$66.7K | 0.01% | 507 |
|
|
2023
Q1 | $794K | Sell |
10,687
-557
| -5% | -$41.4K | 0.02% | 449 |
|
|
2022
Q4 | $944K | Sell |
11,244
-1,926
| -15% | -$162K | 0.02% | 406 |
|
|
2022
Q3 | $950K | Buy |
13,170
+318
| +2% | +$22.9K | 0.02% | 404 |
|
|
2022
Q2 | $858K | Buy |
12,852
+331
| +3% | +$22.1K | 0.02% | 434 |
|
|
2022
Q1 | $919K | Sell |
12,521
-27,930
| -69% | -$2.05M | 0.02% | 458 |
|
|
2021
Q4 | $2.93M | Sell |
40,451
-2,465
| -6% | -$178K | 0.05% | 288 |
|
|
2021
Q3 | $2.76M | Buy |
42,916
+6
| +0% | +$386 | 0.05% | 289 |
|
|
2021
Q2 | $2.71M | Buy |
42,910
+6
| +0% | +$379 | 0.05% | 296 |
|
|
2021
Q1 | $2.57M | Buy |
42,904
+6
| +0% | +$360 | 0.05% | 293 |
|
|
2020
Q4 | $2.13M | Sell |
42,898
-22
| -0.1% | -$1.09K | 0.04% | 290 |
|
|
2020
Q3 | $1.73M | Sell |
42,920
-6,326
| -13% | -$255K | 0.04% | 295 |
|
|
2020
Q2 | $2.05M | Sell |
49,246
-48,231
| -49% | -$2M | 0.05% | 270 |
|
|
2020
Q1 | $3.06M | Sell |
97,477
-1,868
| -2% | -$58.5K | 0.09% | 215 |
|
|
2019
Q4 | $5.46M | Sell |
99,345
-1,519
| -2% | -$83.5K | 0.12% | 193 |
|
|
2019
Q3 | $5.76M | Buy |
100,864
+247
| +0.2% | +$14.1K | 0.14% | 182 |
|
|
2019
Q2 | $5.83M | Sell |
100,617
-378
| -0.4% | -$21.9K | 0.14% | 183 |
|
|
2019
Q1 | $5.07M | Sell |
100,995
-5,922
| -6% | -$297K | 0.11% | 194 |
|
|
2018
Q4 | $4.72M | Sell |
106,917
-43,286
| -29% | -$1.91M | 0.12% | 190 |
|
|
2018
Q3 | $8.8M | Buy |
150,203
+727
| +0.5% | +$42.6K | 0.18% | 151 |
|
|
2018
Q2 | $7.92M | Sell |
149,476
-318
| -0.2% | -$16.8K | 0.16% | 166 |
|
|
2018
Q1 | $9.12M | Sell |
149,794
-2,840
| -2% | -$173K | 0.18% | 142 |
|
|
2017
Q4 | $10.8M | Buy |
152,634
+1,392
| +0.9% | +$98.2K | 0.21% | 121 |
|
|
2017
Q3 | $9.73M | Buy |
151,242
+8,610
| +6% | +$554K | 0.18% | 140 |
|
|
2017
Q2 | $9.14M | Buy |
142,632
+1,963
| +1% | +$126K | 0.18% | 141 |
|
|
2017
Q1 | $8.88M | Buy |
140,669
+2,200
| +2% | +$139K | 0.17% | 148 |
|
|
2016
Q4 | $8.01M | Sell |
138,469
-870
| -0.6% | -$50.3K | 0.16% | 150 |
|
|
2016
Q3 | $7.18M | Buy |
139,339
+300
| +0.2% | +$15.5K | 0.14% | 160 |
|
|
2016
Q2 | $5.72M | Buy |
139,039
+5,836
| +4% | +$240K | 0.12% | 176 |
|
|
2016
Q1 | $5.26M | Buy |
133,203
+39,918
| +43% | +$1.57M | 0.11% | 189 |
|
|
2015
Q4 | $4.2M | Sell |
93,285
-2,982
| -3% | -$134K | 0.09% | 204 |
|
|
2015
Q3 | $4.56M | Sell |
96,267
-571
| -0.6% | -$27K | 0.1% | 198 |
|
|
2015
Q2 | $4.97M | Sell |
96,838
-96
| -0.1% | -$4.92K | 0.09% | 200 |
|
|
2015
Q1 | $4.98M | Buy |
96,934
+3,370
| +4% | +$173K | 0.09% | 198 |
|
|
2014
Q4 | $4.86M | Sell |
93,564
-1,911
| -2% | -$99.3K | 0.1% | 196 |
|
|
2014
Q3 | $5.01M | Buy |
95,475
+3,025
| +3% | +$159K | 0.1% | 183 |
|
|
2014
Q2 | $4.67M | Buy |
92,450
+25,885
| +39% | +$1.31M | 0.09% | 191 |
|
|
2014
Q1 | $3.06M | Sell |
66,565
-1,237
| -2% | -$56.9K | 0.06% | 229 |
|
|
2013
Q4 | $3.34M | Sell |
67,802
-680
| -1% | -$33.5K | 0.07% | 223 |
|
|
2013
Q3 | $2.93M | Sell |
68,482
-5,000
| -7% | -$214K | 0.06% | 230 |
|
|
2013
Q2 | $2.75M | Buy |
+73,482
| New | +$2.75M | 0.06% | 236 |
|