Sumitomo Mitsui Trust Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7M | Buy |
550,712
+24,063
| +5% | +$1.91M | 0.03% | 489 |
|
|
2025
Q1 | $44.4M | Buy |
526,649
+13,483
| +3% | +$1.14M | 0.03% | 477 |
|
|
2024
Q4 | $39.7M | Sell |
513,166
-9,694
| -2% | -$750K | 0.03% | 511 |
|
|
2024
Q3 | $44.9M | Sell |
522,860
-48,628
| -9% | -$4.18M | 0.03% | 471 |
|
|
2024
Q2 | $44.8M | Sell |
571,488
-121,206
| -17% | -$9.51M | 0.03% | 455 |
|
|
2024
Q1 | $59.8M | Buy |
692,694
+43,190
| +7% | +$3.73M | 0.04% | 433 |
|
|
2023
Q4 | $51.1M | Sell |
649,504
-19,003
| -3% | -$1.49M | 0.04% | 467 |
|
|
2023
Q3 | $48.2M | Sell |
668,507
-8,362
| -1% | -$603K | 0.04% | 465 |
|
|
2023
Q2 | $51.3M | Sell |
676,869
-68,228
| -9% | -$5.17M | 0.04% | 460 |
|
|
2023
Q1 | $55.4M | Sell |
745,097
-83,592
| -10% | -$6.21M | 0.04% | 466 |
|
|
2022
Q4 | $69.5M | Buy |
828,689
+76,470
| +10% | +$6.42M | 0.06% | 398 |
|
|
2022
Q3 | $54.3M | Sell |
752,219
-13,181
| -2% | -$951K | 0.04% | 459 |
|
|
2022
Q2 | $51.1M | Buy |
765,400
+18,894
| +3% | +$1.26M | 0.04% | 503 |
|
|
2022
Q1 | $54.8M | Sell |
746,506
-11,710
| -2% | -$860K | 0.04% | 511 |
|
|
2021
Q4 | $54.8M | Sell |
758,216
-201,882
| -21% | -$14.6M | 0.03% | 518 |
|
|
2021
Q3 | $61.8M | Buy |
960,098
+110,022
| +13% | +$7.09M | 0.04% | 480 |
|
|
2021
Q2 | $53.7M | Sell |
850,076
-54,528
| -6% | -$3.45M | 0.03% | 535 |
|
|
2021
Q1 | $54.2M | Sell |
904,604
-39,057
| -4% | -$2.34M | 0.03% | 517 |
|
|
2020
Q4 | $46.8M | Sell |
943,661
-196,419
| -17% | -$9.74M | 0.03% | 558 |
|
|
2020
Q3 | $45.9M | Sell |
1,140,080
-74,513
| -6% | -$3M | 0.03% | 512 |
|
|
2020
Q2 | $50.5M | Sell |
1,214,593
-881
| -0.1% | -$36.6K | 0.04% | 492 |
|
|
2020
Q1 | $38.1M | Buy |
1,215,474
+52,209
| +4% | +$1.64M | 0.03% | 513 |
|
|
2019
Q4 | $64M | Buy |
1,163,265
+7,090
| +0.6% | +$390K | 0.05% | 391 |
|
|
2019
Q3 | $66.1M | Buy |
1,156,175
+84,206
| +8% | +$4.81M | 0.06% | 358 |
|
|
2019
Q2 | $62.1M | Sell |
1,071,969
-10,162
| -0.9% | -$589K | 0.06% | 361 |
|
|
2019
Q1 | $54.3M | Sell |
1,082,131
-8,024
| -0.7% | -$403K | 0.05% | 395 |
|
|
2018
Q4 | $47.5M | Buy |
1,090,155
+167,145
| +18% | +$7.28M | 0.05% | 391 |
|
|
2018
Q3 | $54.1M | Buy |
923,010
+25,845
| +3% | +$1.51M | 0.06% | 351 |
|
|
2018
Q2 | $47.5M | Buy |
897,165
+74,415
| +9% | +$3.94M | 0.06% | 377 |
|
|
2018
Q1 | $50.1M | Sell |
822,750
-91,442
| -10% | -$5.57M | 0.06% | 325 |
|
|
2017
Q4 | $64.5M | Sell |
914,192
-47,182
| -5% | -$3.33M | 0.08% | 263 |
|
|
2017
Q3 | $61.9M | Buy |
961,374
+81,084
| +9% | +$5.22M | 0.09% | 260 |
|
|
2017
Q2 | $56.4M | Buy |
880,290
+51,350
| +6% | +$3.29M | 0.08% | 274 |
|
|
2017
Q1 | $52.3M | Buy |
828,940
+22,952
| +3% | +$1.45M | 0.08% | 282 |
|
|
2016
Q4 | $46.6M | Sell |
805,988
-6,242
| -0.8% | -$361K | 0.08% | 298 |
|
|
2016
Q3 | $41.8M | Sell |
812,230
-2,992
| -0.4% | -$154K | 0.07% | 322 |
|
|
2016
Q2 | $33.5M | Sell |
815,222
-16,515
| -2% | -$679K | 0.06% | 368 |
|
|
2016
Q1 | $32.8M | Buy |
831,737
+11,588
| +1% | +$457K | 0.06% | 374 |
|
|
2015
Q4 | $37.3M | Sell |
820,149
-50,879
| -6% | -$2.31M | 0.07% | 326 |
|
|
2015
Q3 | $41.2M | Buy |
871,028
+7,580
| +0.9% | +$359K | 0.08% | 291 |
|
|
2015
Q2 | $44.3M | Sell |
863,448
-29,993
| -3% | -$1.54M | 0.08% | 289 |
|
|
2015
Q1 | $45.9M | Buy |
893,441
+192,346
| +27% | +$9.88M | 0.08% | 287 |
|
|
2014
Q4 | $37.1M | Sell |
701,095
-10,874
| -2% | -$575K | 0.07% | 315 |
|
|
2014
Q3 | $37.4M | Sell |
711,969
-23,201
| -3% | -$1.22M | 0.07% | 307 |
|
|
2014
Q2 | $37.1M | Sell |
735,170
-6,285
| -0.8% | -$317K | 0.08% | 303 |
|
|
2014
Q1 | $34.1M | Sell |
741,455
-15,055
| -2% | -$692K | 0.07% | 326 |
|
|
2013
Q4 | $37.2M | Sell |
756,510
-94,018
| -11% | -$4.62M | 0.08% | 301 |
|
|
2013
Q3 | $36.4M | Sell |
850,528
-2,091
| -0.2% | -$89.5K | 0.08% | 300 |
|
|
2013
Q2 | $31.9M | Buy |
+852,619
| New | +$31.9M | 0.07% | 319 |
|