Sun Life Financial’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-149	Closed	-$9K	–	385
2021 Q1	$9K	Sell	149 -2	-1%	-$111	﹤0.01%	420
2020 Q4	$7K	Hold	151	–	–	﹤0.01%	434
2020 Q3	$6K	Sell	151 -12,629	-99%	-$538K	﹤0.01%	434
2020 Q2	$531K	Buy	12,780 +586	+5%	+$21.4K	0.1%	75
2020 Q1	$382K	Buy	12,194 +2,512	+26%	+$119K	0.1%	81
2019 Q4	$533K	Sell	9,682 -5,540	-36%	-$303K	0.14%	83
2019 Q3	$870K	Buy	15,222 +3,262	+27%	+$184K	0.22%	71
2019 Q2	$693K	Sell	11,960 -13,487	-53%	-$743K	0.17%	57
2019 Q1	$1.28M	Buy	25,447 +3,364	+15%	+$167K	0.28%	53
2018 Q4	$975K	Buy	22,083 +81	+0.4%	+$3.99K	0.21%	69
2018 Q3	$1.29M	Buy	22,002 +21,280	+2,947%	+$1.19M	0.23%	70
2018 Q2	$38K	Buy	722 +647	+863%	+$37.6K	0.01%	482
2018 Q1	$1.23K	Sell	75 -512	-87%	-$33.7K	0.01%	289
2017 Q4	$41K	Sell	587 -1,387	-70%	-$95.6K	﹤0.01%	302
2017 Q3	$127K	Buy	1,974 +1	+0.1%	+$64	0.01%	302
2017 Q2	$126K	Buy	1,973 +1,964	+21,822%	+$125K	0.01%	300
2017 Q1	$144	Buy	9 +1	+13%	+$61	﹤0.01%	335
2016 Q4	$144	Buy	+8	New	+$448	﹤0.01%	287