Prudential plc’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 | $654K | Buy |
8,232
+4,151
| +102% | +$330K | ﹤0.01% | 575 |
|
2025
Q1 | $344K | Hold |
4,081
| – | – | ﹤0.01% | 663 |
|
2024
Q4 | $316K | Hold |
4,081
| – | – | ﹤0.01% | 696 |
|
2024
Q3 | $351K | Hold |
4,081
| – | – | ﹤0.01% | 697 |
|
2024
Q2 | $320K | Hold |
4,081
| – | – | ﹤0.01% | 676 |
|
2024
Q1 | $352K | Sell |
4,081
-10,606
| -72% | -$915K | ﹤0.01% | 649 |
|
2023
Q4 | $1.16M | Sell |
14,687
-32
| -0.2% | -$2.52K | 0.01% | 535 |
|
2023
Q3 | $1.06M | Sell |
14,719
-3,141
| -18% | -$226K | 0.01% | 515 |
|
2023
Q2 | $1.35M | Buy |
17,860
+2,086
| +13% | +$158K | 0.02% | 488 |
|
2023
Q1 | $1.17M | Sell |
15,774
-1,699
| -10% | -$126K | 0.01% | 509 |
|
2022
Q4 | $1.47M | Buy |
17,473
+9,795
| +128% | +$822K | 0.02% | 446 |
|
2022
Q3 | $554K | Buy |
7,678
+860
| +13% | +$62.1K | 0.01% | 555 |
|
2022
Q2 | $455K | Sell |
6,818
-135
| -2% | -$9.01K | 0.01% | 574 |
|
2022
Q1 | $510K | Buy |
+6,953
| New | +$510K | 0.01% | 591 |
|
2021
Q2 | – | Sell |
-179,900
| Closed | -$10.8M | – | 615 |
|
2021
Q1 | $10.8M | Sell |
179,900
-924,700
| -84% | -$55.4M | 0.07% | 218 |
|
2020
Q4 | $54.8M | Sell |
1,104,600
-728,401
| -40% | -$36.1M | 0.29% | 129 |
|
2020
Q3 | $73.8M | Sell |
1,833,001
-331,400
| -15% | -$13.3M | 0.37% | 113 |
|
2020
Q2 | $89.9M | Buy |
2,164,401
+548,400
| +34% | +$22.8M | 0.43% | 68 |
|
2020
Q1 | $50.6M | Buy |
+1,616,001
| New | +$50.6M | 0.27% | 130 |
|
2019
Q1 | – | Sell |
-6,700
| Closed | -$296K | – | 697 |
|
2018
Q4 | $296K | Hold |
6,700
| – | – | ﹤0.01% | 592 |
|
2018
Q3 | $393K | Sell |
6,700
-700
| -9% | -$41.1K | ﹤0.01% | 586 |
|
2018
Q2 | $392K | Sell |
7,400
-1,100
| -13% | -$58.3K | ﹤0.01% | 607 |
|
2018
Q1 | $518K | Hold |
8,500
| – | – | ﹤0.01% | 564 |
|
2017
Q4 | $600K | Buy |
+8,500
| New | +$600K | ﹤0.01% | 550 |
|
2017
Q2 | – | Sell |
-96,000
| Closed | -$6.06M | – | 693 |
|
2017
Q1 | $6.06M | Sell |
96,000
-14,000
| -13% | -$884K | 0.02% | 351 |
|
2016
Q4 | $6.37M | Hold |
110,000
| – | – | 0.02% | 322 |
|
2016
Q3 | $5.67M | Hold |
110,000
| – | – | 0.02% | 334 |
|
2016
Q2 | $4.52M | Buy |
110,000
+5,000
| +5% | +$206K | 0.02% | 346 |
|
2016
Q1 | $4.14M | Hold |
105,000
| – | – | 0.02% | 350 |
|
2015
Q4 | $4.72M | Sell |
105,000
-2,500
| -2% | -$112K | 0.02% | 328 |
|
2015
Q3 | $5.09M | Hold |
107,500
| – | – | 0.02% | 310 |
|
2015
Q2 | $5.51M | Hold |
107,500
| – | – | 0.02% | 317 |
|
2015
Q1 | $5.52M | Hold |
107,500
| – | – | 0.02% | 320 |
|
2014
Q4 | $5.58M | Hold |
107,500
| – | – | 0.02% | 314 |
|
2014
Q3 | $5.64M | Hold |
107,500
| – | – | 0.02% | 316 |
|
2014
Q2 | $5.43M | Sell |
107,500
-2,500
| -2% | -$126K | 0.02% | 308 |
|
2014
Q1 | $5.06M | Hold |
110,000
| – | – | 0.02% | 287 |
|
2013
Q4 | $5.42M | Sell |
110,000
-25,000
| -19% | -$1.23M | 0.02% | 283 |
|
2013
Q3 | $5.78M | Sell |
135,000
-5,000
| -4% | -$214K | 0.03% | 272 |
|
2013
Q2 | $5.24M | Buy |
+140,000
| New | +$5.24M | 0.03% | 262 |
|