Profund Advisors’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 | – | Sell |
-2,873
| Closed | -$242K | – | 1035 |
|
2025
Q1 | $242K | Sell |
2,873
-77
| -3% | -$6.5K | 0.01% | 805 |
|
2024
Q4 | $228K | Sell |
2,950
-566
| -16% | -$43.8K | 0.01% | 934 |
|
2024
Q3 | $302K | Buy |
3,516
+379
| +12% | +$32.6K | 0.01% | 796 |
|
2024
Q2 | $246K | Sell |
3,137
-127
| -4% | -$9.96K | 0.01% | 849 |
|
2024
Q1 | $282K | Buy |
3,264
+95
| +3% | +$8.2K | 0.01% | 888 |
|
2023
Q4 | $249K | Buy |
+3,169
| New | +$249K | 0.01% | 893 |
|
2023
Q3 | – | Sell |
-2,702
| Closed | -$205K | – | 1060 |
|
2023
Q2 | $205K | Sell |
2,702
-70
| -3% | -$5.31K | 0.01% | 972 |
|
2023
Q1 | $206K | Buy |
2,772
+186
| +7% | +$13.8K | 0.01% | 984 |
|
2022
Q4 | $217K | Buy |
+2,586
| New | +$217K | 0.01% | 851 |
|
2022
Q2 | – | Sell |
-3,303
| Closed | -$242K | – | 1227 |
|
2022
Q1 | $242K | Sell |
3,303
-101
| -3% | -$7.4K | 0.01% | 1119 |
|
2021
Q4 | $246K | Sell |
3,404
-66
| -2% | -$4.77K | 0.01% | 1131 |
|
2021
Q3 | $223K | Sell |
3,470
-227
| -6% | -$14.6K | 0.01% | 1188 |
|
2021
Q2 | $234K | Sell |
3,697
-172
| -4% | -$10.9K | 0.01% | 1253 |
|
2021
Q1 | $232K | Buy |
+3,869
| New | +$232K | 0.01% | 1169 |
|
2020
Q1 | – | Sell |
-5,269
| Closed | -$290K | – | 1062 |
|
2019
Q4 | $290K | Sell |
5,269
-242
| -4% | -$13.3K | 0.01% | 946 |
|
2019
Q3 | $315K | Sell |
5,511
-1,105
| -17% | -$63.2K | 0.02% | 889 |
|
2019
Q2 | $383K | Buy |
6,616
+2,339
| +55% | +$135K | 0.02% | 791 |
|
2019
Q1 | $215K | Buy |
+4,277
| New | +$215K | 0.01% | 1098 |
|
2018
Q4 | – | Sell |
-6,127
| Closed | -$359K | – | 1342 |
|
2018
Q3 | $359K | Buy |
6,127
+301
| +5% | +$17.6K | 0.01% | 1056 |
|
2018
Q2 | $308K | Sell |
5,826
-1,214
| -17% | -$64.2K | 0.01% | 1149 |
|
2018
Q1 | $429K | Sell |
7,040
-1,492
| -17% | -$90.9K | 0.02% | 893 |
|
2017
Q4 | $602K | Buy |
8,532
+2,152
| +34% | +$152K | 0.02% | 697 |
|
2017
Q3 | $410K | Buy |
6,380
+339
| +6% | +$21.8K | 0.02% | 883 |
|
2017
Q2 | $387K | Sell |
6,041
-2,613
| -30% | -$167K | 0.02% | 921 |
|
2017
Q1 | $546K | Sell |
8,654
-103
| -1% | -$6.5K | 0.02% | 784 |
|
2016
Q4 | $507K | Buy |
8,757
+2,052
| +31% | +$119K | 0.02% | 889 |
|
2016
Q3 | $345K | Buy |
6,705
+14
| +0.2% | +$720 | 0.02% | 999 |
|
2016
Q2 | $275K | Buy |
6,691
+942
| +16% | +$38.7K | 0.01% | 1178 |
|
2016
Q1 | $227K | Sell |
5,749
-1,634
| -22% | -$64.5K | 0.01% | 1264 |
|
2015
Q4 | $332K | Buy |
7,383
+1,405
| +24% | +$63.2K | 0.02% | 880 |
|
2015
Q3 | $283K | Sell |
5,978
-2,879
| -33% | -$136K | 0.02% | 873 |
|
2015
Q2 | $454K | Buy |
8,857
+1,430
| +19% | +$73.3K | 0.02% | 834 |
|
2015
Q1 | $382K | Sell |
7,427
-2,591
| -26% | -$133K | 0.01% | 1086 |
|
2014
Q4 | $520K | Buy |
10,018
+563
| +6% | +$29.2K | 0.02% | 809 |
|
2014
Q3 | $496K | Buy |
9,455
+1,261
| +15% | +$66.2K | 0.02% | 703 |
|
2014
Q2 | $414K | Sell |
8,194
-488
| -6% | -$24.7K | 0.02% | 1029 |
|
2014
Q1 | $399K | Buy |
8,682
+80
| +0.9% | +$3.68K | 0.02% | 1022 |
|
2013
Q4 | $424K | Sell |
8,602
-300
| -3% | -$14.8K | 0.02% | 1150 |
|
2013
Q3 | $381K | Sell |
8,902
-167
| -2% | -$7.15K | 0.02% | 1127 |
|
2013
Q2 | $340K | Buy |
+9,069
| New | +$340K | 0.02% | 878 |
|