Private Advisor Group’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 | $2.87M | Buy |
31,870
+2,491
| +8% | +$228K | 0.01% | 880 |
|
|
2025
Q4 | $2.59M | Buy |
29,379
+3,629
| +14% | +$306K | 0.01% | 916 |
|
|
2025
Q3 | $2.13M | Sell |
25,750
-58
| -0.2% | -$4.64K | 0.01% | 988 |
|
|
2025
Q2 | $2.05M | Buy |
25,808
+37
| +0.1% | +$2.84K | 0.01% | 951 |
|
|
2025
Q1 | $2.17M | Sell |
25,771
-71
| -0.3% | -$5.91K | 0.01% | 857 |
|
|
2024
Q4 | $2M | Buy |
25,842
+26
| +0.1% | +$2.19K | 0.01% | 881 |
|
|
2024
Q3 | $2.22M | Sell |
25,816
-415
| -2% | -$33.5K | 0.01% | 828 |
|
|
2024
Q2 | $2.06M | Sell |
26,231
-1,740
| -6% | -$141K | 0.01% | 829 |
|
|
2024
Q1 | $2.41M | Sell |
27,971
-995
| -3% | -$79.9K | 0.02% | 723 |
|
|
2023
Q4 | $2.28M | Sell |
28,966
-4,984
| -15% | -$361K | 0.02% | 708 |
|
|
2023
Q3 | $2.45M | Sell |
33,950
-57
| -0.2% | -$4.42K | 0.02% | 637 |
|
|
2023
Q2 | $2.67M | Buy |
34,007
+2,897
| +9% | +$209K | 0.02% | 606 |
|
|
2023
Q1 | $2.31M | Sell |
31,110
-2,972
| -9% | -$252K | 0.02% | 616 |
|
|
2022
Q4 | $1.92M | Buy |
34,082
+4,063
| +14% | +$349K | 0.1% | 224 |
|
|
2022
Q3 | $2.17M | Sell |
30,019
-5,259
| -15% | -$378K | 0.02% | 595 |
|
|
2022
Q2 | $2.36M | Buy |
35,278
+999
| +3% | +$70.3K | 0.02% | 668 |
|
|
2022
Q1 | $2.52M | Buy |
34,279
+1,866
| +6% | +$135K | 0.02% | 703 |
|
|
2021
Q4 | $2.34M | Sell |
32,413
-21,416
| -40% | -$1.49M | 0.02% | 738 |
|
|
2021
Q3 | $3.47M | Buy |
53,829
+20,657
| +62% | +$1.33M | 0.02% | 660 |
|
|
2021
Q2 | $2.1M | Buy |
33,172
+4,742
| +17% | +$303K | 0.02% | 747 |
|
|
2021
Q1 | $1.71M | Buy |
28,430
+21,043
| +285% | +$1.17M | 0.02% | 775 |
|
|
2020
Q4 | $366K | Sell |
7,387
-1,678
| -19% | -$76.9K | ﹤0.01% | 1371 |
|
|
2020
Q3 | $365K | Buy |
9,065
+4,260
| +89% | +$182K | ﹤0.01% | 1180 |
|
|
2020
Q2 | $200K | Buy |
+4,805
| New | +$175K | ﹤0.01% | 1367 |
|
|
2020
Q1 | – | Sell |
-4,484
| Closed | -$247K | – | 1582 |
|
|
2019
Q4 | $247K | Sell |
4,484
-194
| -4% | -$10.6K | ﹤0.01% | 1380 |
|
|
2019
Q3 | $267K | Sell |
4,678
-3,389
| -42% | -$191K | ﹤0.01% | 1355 |
|
|
2019
Q2 | $467K | Buy |
8,067
+3,689
| +84% | +$203K | 0.01% | 1076 |
|
|
2019
Q1 | $220K | Sell |
4,378
-1,163
| -21% | -$57.6K | ﹤0.01% | 1356 |
|
|
2018
Q4 | $244K | Sell |
5,541
-739
| -12% | -$36.4K | 0.01% | 1107 |
|
|
2018
Q3 | $368K | Buy |
6,280
+2,097
| +50% | +$117K | 0.01% | 1129 |
|
|
2018
Q2 | $221K | Buy |
+4,183
| New | +$243K | ﹤0.01% | 1139 |
|
|
2018
Q1 | – | Sell |
-3,821
| Closed | -$273K | – | 1325 |
|
|
2017
Q4 | $273K | Sell |
3,821
-60
| -2% | -$4.13K | 0.01% | 918 |
|
|
2017
Q3 | $255K | Buy |
+3,881
| New | +$250K | 0.01% | 1226 |
|
|
2017
Q2 | – | Sell |
-3,643
| Closed | -$228K | – | 1449 |
|
|
2017
Q1 | $228K | Buy |
3,643
+40
| +1% | +$2.44K | 0.01% | 1210 |
|
|
2016
Q4 | $211K | Buy |
+3,603
| New | +$202K | 0.01% | 1128 |
|
|
2015
Q3 | – | Sell |
-4,074
| Closed | -$208K | – | 1104 |
|
|
2015
Q2 | $208K | Buy |
+4,074
| New | +$211K | 0.01% | 936 |
|
Other funds holding PFG
NLI
VCM
VPM
