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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Buy	16,326 +2,529	+18%	+$201K	0.01%	700
2025 Q1	$1.16M	Buy	13,797 +393	+3%	+$33.2K	0.01%	699
2024 Q4	$1.04M	Sell	13,404 -29	-0.2%	-$2.25K	0.01%	636
2024 Q3	$1.15M	Buy	13,433 +697	+5%	+$59.9K	0.01%	590
2024 Q2	$999K	Sell	12,736 -504	-4%	-$39.5K	0.01%	588
2024 Q1	$1.14M	Buy	13,240 +276	+2%	+$23.8K	0.01%	501
2023 Q4	$1.02M	Buy	12,964 +346	+3%	+$27.2K	0.01%	411
2023 Q3	$909K	Sell	12,618 -270	-2%	-$19.5K	0.01%	405
2023 Q2	$977K	Buy	12,888 +555	+5%	+$42.1K	0.02%	384
2023 Q1	$917K	Buy	12,333 +607	+5%	+$45.1K	0.02%	345
2022 Q4	$825K	Buy	11,726 +3,156	+37%	+$222K	0.02%	290
2022 Q3	$618K	Sell	8,570 -244	-3%	-$17.6K	0.02%	309
2022 Q2	$589K	Buy	8,814 +26	+0.3%	+$1.74K	0.02%	322
2022 Q1	$645K	Buy	8,788 +206	+2%	+$15.1K	0.02%	309
2021 Q4	$621K	Buy	8,582 +311	+4%	+$22.5K	0.02%	317
2021 Q3	$533K	Buy	8,271 +287	+4%	+$18.5K	0.02%	312
2021 Q2	$504K	Buy	7,984 +34	+0.4%	+$2.15K	0.02%	305
2021 Q1	$477K	Buy	7,950 +63	+0.8%	+$3.78K	0.03%	288
2020 Q4	$391K	Buy	7,887 +249	+3%	+$12.3K	0.02%	314
2020 Q3	$308K	Buy	7,638 +29	+0.4%	+$1.17K	0.02%	330
2020 Q2	$316K	Buy	+7,609	New	+$316K	0.02%	316
2020 Q1	–	Sell	-5,089	Closed	-$280K	–	403
2019 Q4	$280K	Buy	5,089 +89	+2%	+$4.9K	0.03%	291
2019 Q3	$286K	Buy	5,000 +31	+0.6%	+$1.77K	0.04%	270
2019 Q2	$288K	Sell	4,969 -39	-0.8%	-$2.26K	0.04%	268
2019 Q1	$251K	Buy	5,008 +471	+10%	+$23.6K	0.05%	246
2018 Q4	$200K	Sell	4,537 -388	-8%	-$17.1K	0.04%	253
2018 Q3	$289K	Buy	4,925 +1	+0%	+$59	0.05%	234
2018 Q2	$261K	Buy	4,924 +1	+0%	+$53	0.06%	233
2018 Q1	$300K	Buy	4,923 +1	+0%	+$61	0.06%	217
2017 Q4	$347K	Sell	4,922 -139	-3%	-$9.8K	0.07%	200
2017 Q3	$326K	Hold	5,061	–	–	0.07%	194
2017 Q2	$324K	Buy	5,061 +1	+0%	+$64	0.08%	188
2017 Q1	$319K	Buy	5,060 +1	+0%	+$63	0.08%	189
2016 Q4	$293K	Buy	5,059 +194	+4%	+$11.2K	0.08%	194
2016 Q3	$251K	Sell	4,865 -499	-9%	-$25.7K	0.07%	213
2016 Q2	$221K	Buy	+5,364	New	+$221K	0.06%	227
2015 Q4	–	Sell	-4,341	Closed	-$206K	–	227
2015 Q3	$206K	Buy	4,341 +1	+0%	+$47	0.07%	199
2015 Q2	$223K	Buy	4,340 +1	+0%	+$51	0.08%	201
2015 Q1	$223K	Sell	4,339 -52	-1%	-$2.67K	0.08%	198
2014 Q4	$228K	Sell	4,391 -45	-1%	-$2.34K	0.09%	197
2014 Q3	$233K	Buy	4,436 +119	+3%	+$6.25K	0.1%	176
2014 Q2	$218K	Sell	4,317 -290	-6%	-$14.6K	0.09%	175
2014 Q1	$212K	Sell	4,607 -149	-3%	-$6.86K	0.1%	167
2013 Q4	$235K	Buy	+4,756	New	+$235K	0.12%	144