Savant Capital’s Principal Financial Group PFG Stock Holding History

Savant Capital’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.28M	Buy	14,183 +1,690	+14%	+$154K	0.01%	543
2025 Q4	$1.1M	Sell	12,493 -227	-2%	-$19.2K	0.01%	560
2025 Q3	$1.05M	Buy	12,720 +352	+3%	+$28.1K	0.01%	553
2025 Q2	$982K	Sell	12,368 -685	-5%	-$52.6K	0.01%	523
2025 Q1	$1.1M	Sell	13,053 -351	-3%	-$29.2K	0.01%	447
2024 Q4	$1.04M	Sell	13,404 -29	-0.2%	-$2.44K	0.01%	637
2024 Q3	$1.15M	Buy	13,433 +697	+5%	+$56.3K	0.01%	591
2024 Q2	$999K	Sell	12,736 -504	-4%	-$40.9K	0.01%	589
2024 Q1	$1.14M	Buy	13,240 +276	+2%	+$22.1K	0.01%	501
2023 Q4	$1.02M	Buy	12,964 +346	+3%	+$25.1K	0.01%	411
2023 Q3	$909K	Sell	12,618 -270	-2%	-$21K	0.01%	405
2023 Q2	$977K	Buy	12,888 +555	+5%	+$40K	0.02%	384
2023 Q1	$917K	Buy	12,333 +607	+5%	+$51.5K	0.02%	345
2022 Q4	$825K	Buy	11,726 +3,156	+37%	+$271K	0.02%	290
2022 Q3	$618K	Sell	8,570 -244	-3%	-$17.5K	0.02%	310
2022 Q2	$589K	Buy	8,814 +26	+0.3%	+$1.83K	0.02%	322
2022 Q1	$645K	Buy	8,788 +206	+2%	+$14.9K	0.02%	309
2021 Q4	$621K	Buy	8,582 +311	+4%	+$21.7K	0.02%	317
2021 Q3	$533K	Buy	8,271 +287	+4%	+$18.4K	0.02%	312
2021 Q2	$504K	Buy	7,984 +34	+0.4%	+$2.17K	0.02%	305
2021 Q1	$477K	Buy	7,950 +63	+0.8%	+$3.51K	0.03%	288
2020 Q4	$391K	Buy	7,887 +249	+3%	+$11.4K	0.02%	314
2020 Q3	$308K	Buy	7,638 +29	+0.4%	+$1.24K	0.02%	330
2020 Q2	$316K	Buy	+7,609	New	+$278K	0.02%	316
2020 Q1	–	Sell	-5,089	Closed	-$280K	–	405
2019 Q4	$280K	Buy	5,089 +89	+2%	+$4.87K	0.03%	291
2019 Q3	$286K	Buy	5,000 +31	+0.6%	+$1.75K	0.04%	270
2019 Q2	$288K	Sell	4,969 -39	-0.8%	-$2.15K	0.04%	268
2019 Q1	$251K	Buy	5,008 +471	+10%	+$23.3K	0.05%	246
2018 Q4	$200K	Sell	4,537 -388	-8%	-$19.1K	0.04%	253
2018 Q3	$289K	Buy	4,925 +1	+0%	+$56	0.05%	234
2018 Q2	$261K	Buy	4,924 +1	+0%	+$58	0.06%	233
2018 Q1	$300K	Buy	4,923 +1	+0%	+$66	0.06%	217
2017 Q4	$347K	Sell	4,922 -139	-3%	-$9.58K	0.07%	200
2017 Q3	$326K	Hold	5,061	–	–	0.07%	194
2017 Q2	$324K	Buy	5,061 +1	+0%	+$63	0.08%	188
2017 Q1	$319K	Buy	5,060 +1	+0%	+$61	0.08%	189
2016 Q4	$293K	Buy	5,059 +194	+4%	+$10.9K	0.08%	194
2016 Q3	$251K	Sell	4,865 -499	-9%	-$23.3K	0.07%	213
2016 Q2	$221K	Buy	+5,364	New	+$226K	0.06%	227
2015 Q4	–	Sell	-4,341	Closed	-$206K	–	227
2015 Q3	$206K	Buy	4,341 +1	+0%	+$52	0.07%	199
2015 Q2	$223K	Buy	4,340 +1	+0%	+$52	0.08%	201
2015 Q1	$223K	Sell	4,339 -52	-1%	-$2.61K	0.08%	198
2014 Q4	$228K	Sell	4,391 -45	-1%	-$2.33K	0.09%	197
2014 Q3	$233K	Buy	4,436 +119	+3%	+$6.23K	0.1%	176
2014 Q2	$218K	Sell	4,317 -290	-6%	-$13.7K	0.09%	175
2014 Q1	$212K	Sell	4,607 -149	-3%	-$6.82K	0.1%	167
2013 Q4	$235K	Buy	+4,756	New	+$226K	0.12%	144