Stifel Financial’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 | $1.3M | Buy |
16,316
+1,731
| +12% | +$137K | ﹤0.01% | 2150 |
|
|
2025
Q1 | $1.23M | Sell |
14,585
-53
| -0.4% | -$4.47K | ﹤0.01% | 2099 |
|
|
2024
Q4 | $1.13M | Buy |
14,638
+530
| +4% | +$41K | ﹤0.01% | 2176 |
|
|
2024
Q3 | $1.21M | Sell |
14,108
-2,364
| -14% | -$203K | ﹤0.01% | 2100 |
|
|
2024
Q2 | $1.29M | Sell |
16,472
-5,197
| -24% | -$408K | ﹤0.01% | 2001 |
|
|
2024
Q1 | $1.87M | Sell |
21,669
-10,412
| -32% | -$899K | ﹤0.01% | 1768 |
|
|
2023
Q4 | $2.52M | Buy |
32,081
+11,983
| +60% | +$943K | ﹤0.01% | 1508 |
|
|
2023
Q3 | $1.45M | Buy |
20,098
+2,858
| +17% | +$206K | ﹤0.01% | 1801 |
|
|
2023
Q2 | $1.31M | Sell |
17,240
-6,848
| -28% | -$519K | ﹤0.01% | 1910 |
|
|
2023
Q1 | $1.79M | Buy |
24,088
+1,603
| +7% | +$119K | ﹤0.01% | 1644 |
|
|
2022
Q4 | $1.89M | Sell |
22,485
-1,057
| -4% | -$88.7K | ﹤0.01% | 1561 |
|
|
2022
Q3 | $1.7M | Buy |
23,542
+1,280
| +6% | +$92.4K | ﹤0.01% | 1589 |
|
|
2022
Q2 | $1.49M | Buy |
22,262
+5,646
| +34% | +$377K | ﹤0.01% | 1704 |
|
|
2022
Q1 | $1.22M | Sell |
16,616
-50,701
| -75% | -$3.72M | ﹤0.01% | 1966 |
|
|
2021
Q4 | $4.87M | Buy |
67,317
+11,823
| +21% | +$855K | 0.01% | 1082 |
|
|
2021
Q3 | $3.57M | Sell |
55,494
-1,586
| -3% | -$102K | 0.01% | 1210 |
|
|
2021
Q2 | $3.61M | Buy |
57,080
+3,699
| +7% | +$234K | 0.01% | 1208 |
|
|
2021
Q1 | $3.2M | Buy |
53,381
+7,303
| +16% | +$438K | 0.01% | 1221 |
|
|
2020
Q4 | $2.29M | Buy |
46,078
+330
| +0.7% | +$16.4K | ﹤0.01% | 1306 |
|
|
2020
Q3 | $1.84M | Buy |
45,748
+31,249
| +216% | +$1.26M | ﹤0.01% | 1257 |
|
|
2020
Q2 | $602K | Sell |
14,499
-6,903
| -32% | -$287K | ﹤0.01% | 1910 |
|
|
2020
Q1 | $673K | Buy |
21,402
+40
| +0.2% | +$1.26K | ﹤0.01% | 1669 |
|
|
2019
Q4 | $1.17M | Sell |
21,362
-371
| -2% | -$20.3K | ﹤0.01% | 1709 |
|
|
2019
Q3 | $1.24M | Sell |
21,733
-3,667
| -14% | -$209K | ﹤0.01% | 1617 |
|
|
2019
Q2 | $1.48M | Buy |
25,400
+10,331
| +69% | +$602K | ﹤0.01% | 1542 |
|
|
2019
Q1 | $752K | Buy |
15,069
+506
| +3% | +$25.3K | ﹤0.01% | 1830 |
|
|
2018
Q4 | $643K | Buy |
14,563
+21
| +0.1% | +$927 | ﹤0.01% | 1807 |
|
|
2018
Q3 | $861K | Sell |
14,542
-3,428
| -19% | -$203K | ﹤0.01% | 1777 |
|
|
2018
Q2 | $945K | Sell |
17,970
-7,585
| -30% | -$399K | ﹤0.01% | 1657 |
|
|
2018
Q1 | $1.57M | Buy |
25,555
+1,359
| +6% | +$83.3K | ﹤0.01% | 1296 |
|
|
2017
Q4 | $1.71M | Sell |
24,196
-1,206
| -5% | -$85.1K | 0.01% | 1235 |
|
|
2017
Q3 | $1.64M | Sell |
25,402
-2,468
| -9% | -$159K | 0.01% | 1232 |
|
|
2017
Q2 | $1.78M | Sell |
27,870
-11,885
| -30% | -$759K | 0.01% | 1154 |
|
|
2017
Q1 | $2.51M | Buy |
39,755
+22,069
| +125% | +$1.39M | 0.01% | 994 |
|
|
2016
Q4 | $1.03M | Buy |
17,686
+8,202
| +86% | +$475K | ﹤0.01% | 1381 |
|
|
2016
Q3 | $484K | Sell |
9,484
-185
| -2% | -$9.44K | ﹤0.01% | 1744 |
|
|
2016
Q2 | $399K | Sell |
9,669
-496
| -5% | -$20.5K | ﹤0.01% | 1889 |
|
|
2016
Q1 | $401K | Sell |
10,165
-8,997
| -47% | -$355K | ﹤0.01% | 1698 |
|
|
2015
Q4 | $862K | Sell |
19,162
-410
| -2% | -$18.4K | ﹤0.01% | 1382 |
|
|
2015
Q3 | $926K | Sell |
19,572
-3,000
| -13% | -$142K | 0.01% | 1247 |
|
|
2015
Q2 | $1.16M | Sell |
22,572
-1,045
| -4% | -$53.6K | 0.01% | 1289 |
|
|
2015
Q1 | $1.21M | Buy |
23,617
+11,561
| +96% | +$594K | 0.01% | 1187 |
|
|
2014
Q4 | $626K | Buy |
12,056
+4,264
| +55% | +$221K | ﹤0.01% | 1505 |
|
|
2014
Q3 | $409K | Sell |
7,792
-98
| -1% | -$5.14K | ﹤0.01% | 1646 |
|
|
2014
Q2 | $398K | Sell |
7,890
-10,225
| -56% | -$516K | ﹤0.01% | 1624 |
|
|
2014
Q1 | $833K | Buy |
+18,115
| New | +$833K | 0.01% | 1168 |
|