Quantbot Technologies’s Principal Financial Group PFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.84M | Buy |
35,750
+23,331
| +188% | +$1.85M | 0.07% | 389 |
|
2025
Q1 | $1.05M | Sell |
12,419
-135,880
| -92% | -$11.5M | 0.03% | 660 |
|
2024
Q4 | $11.5M | Buy |
148,299
+141,447
| +2,064% | +$10.9M | 0.42% | 28 |
|
2024
Q3 | $589K | Sell |
6,852
-23,866
| -78% | -$2.05M | 0.02% | 789 |
|
2024
Q2 | $2.41M | Buy |
30,718
+18,012
| +142% | +$1.41M | 0.12% | 277 |
|
2024
Q1 | $1.1M | Buy |
+12,706
| New | +$1.1M | 0.06% | 473 |
|
2023
Q2 | – | Sell |
-34,168
| Closed | -$2.54M | – | 1869 |
|
2023
Q1 | $2.54M | Buy |
+34,168
| New | +$2.54M | 0.18% | 169 |
|
2021
Q2 | – | Sell |
-3,518
| Closed | -$210K | – | 1765 |
|
2021
Q1 | $210K | Sell |
3,518
-364
| -9% | -$21.7K | 0.02% | 707 |
|
2020
Q4 | $192K | Sell |
3,882
-3,876
| -50% | -$192K | 0.02% | 625 |
|
2020
Q3 | $312K | Buy |
+7,758
| New | +$312K | 0.04% | 471 |
|
2020
Q2 | – | Sell |
-886
| Closed | -$27K | – | 1372 |
|
2020
Q1 | $27K | Buy |
+886
| New | +$27K | 0.02% | 544 |
|
2019
Q4 | – | Sell |
-4,516
| Closed | -$258K | – | 1502 |
|
2019
Q3 | $258K | Buy |
+4,516
| New | +$258K | 0.03% | 632 |
|
2019
Q2 | – | Sell |
-1,452
| Closed | -$72K | – | 1379 |
|
2019
Q1 | $72K | Buy |
+1,452
| New | +$72K | 0.01% | 810 |
|
2018
Q3 | – | Sell |
-14,419
| Closed | -$763K | – | 1478 |
|
2018
Q2 | $763K | Buy |
+14,419
| New | +$763K | 0.05% | 470 |
|
2018
Q1 | – | Sell |
-4,218
| Closed | -$297K | – | 1446 |
|
2017
Q4 | $297K | Sell |
4,218
-12,599
| -75% | -$887K | 0.03% | 624 |
|
2017
Q3 | $1.08M | Buy |
16,817
+5,137
| +44% | +$331K | 0.1% | 274 |
|
2017
Q2 | $748K | Buy |
+11,680
| New | +$748K | 0.07% | 341 |
|
2017
Q1 | – | Sell |
-23,765
| Closed | -$1.38M | – | 1352 |
|
2016
Q4 | $1.38M | Buy |
+23,765
| New | +$1.38M | 0.15% | 145 |
|
2016
Q3 | – | Sell |
-1,583
| Closed | -$65K | – | 1261 |
|
2016
Q2 | $65K | Sell |
1,583
-78,179
| -98% | -$3.21M | 0.01% | 788 |
|
2016
Q1 | $3.15M | Buy |
79,762
+63,858
| +402% | +$2.52M | 0.5% | 29 |
|
2015
Q4 | $715K | Buy |
+15,904
| New | +$715K | 0.12% | 192 |
|
2014
Q2 | – | Sell |
-9,882
| Closed | -$454K | – | 1332 |
|
2014
Q1 | $454K | Sell |
9,882
-12,354
| -56% | -$568K | 0.11% | 268 |
|
2013
Q4 | $1.1M | Buy |
+22,236
| New | +$1.1M | 0.54% | 39 |
|
2013
Q3 | – | Sell |
-2,900
| Closed | -$108K | – | 874 |
|
2013
Q2 | $108K | Buy |
+2,900
| New | +$108K | 0.06% | 311 |
|