Tower Research Capital (TRC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $210K | Sell |
2,333
-3,120
| -57% | -$285K | 0.01% | 1578 |
|
|
2025
Q4 | $481K | Buy |
5,453
+1,626
| +42% | +$137K | 0.01% | 848 |
|
|
2025
Q3 | $317K | Buy |
3,827
+869
| +29% | +$69.5K | 0.01% | 1150 |
|
|
2025
Q2 | $235K | Sell |
2,958
-4,990
| -63% | -$383K | 0.01% | 1632 |
|
|
2025
Q1 | $665K | Sell |
7,948
-9,537
| -55% | -$793K | 0.02% | 687 |
|
|
2024
Q4 | $1.35M | Buy |
17,485
+324
| +2% | +$27.3K | 0.03% | 487 |
|
|
2024
Q3 | $1.47M | Sell |
17,161
-26,232
| -60% | -$2.12M | 0.04% | 368 |
|
|
2024
Q2 | $3.4M | Buy |
43,393
+40,011
| +1,183% | +$3.25M | 0.06% | 283 |
|
|
2024
Q1 | $292K | Sell |
3,382
-31,578
| -90% | -$2.53M | 0.01% | 1178 |
|
|
2023
Q4 | $2.75M | Buy |
34,960
+23,974
| +218% | +$1.74M | 0.03% | 413 |
|
|
2023
Q3 | $792K | Buy |
10,986
+8,429
| +330% | +$654K | 0.02% | 638 |
|
|
2023
Q2 | $194K | Sell |
2,557
-3,314
| -56% | -$239K | 0.01% | 1575 |
|
|
2023
Q1 | $436K | Buy |
5,871
+1,369
| +30% | +$116K | 0.01% | 915 |
|
|
2022
Q4 | $378K | Sell |
4,502
-16,220
| -78% | -$1.39M | 0.02% | 870 |
|
|
2022
Q3 | $1.5M | Sell |
20,722
-28,982
| -58% | -$2.08M | 0.02% | 530 |
|
|
2022
Q2 | $3.32M | Sell |
49,704
-370
| -0.7% | -$26K | 0.07% | 220 |
|
|
2022
Q1 | $3.68M | Buy |
50,074
+38,600
| +336% | +$2.79M | 0.04% | 389 |
|
|
2021
Q4 | $830K | Buy |
11,474
+8,836
| +335% | +$617K | 0.01% | 795 |
|
|
2021
Q3 | $170K | Sell |
2,638
-2,684
| -50% | -$172K | ﹤0.01% | 1961 |
|
|
2021
Q2 | $337K | Sell |
5,322
-37,551
| -88% | -$2.4M | 0.01% | 1498 |
|
|
2021
Q1 | $2.57M | Buy |
42,873
+33,648
| +365% | +$1.88M | 0.04% | 393 |
|
|
2020
Q4 | $458K | Buy |
9,225
+888
| +11% | +$40.7K | 0.01% | 1047 |
|
|
2020
Q3 | $335K | Sell |
8,337
-8,877
| -52% | -$378K | ﹤0.01% | 2083 |
|
|
2020
Q2 | $715K | Buy |
+17,214
| New | +$628K | 0.03% | 742 |
|
|
2020
Q1 | – | Sell |
-1,434
| Closed | -$79K | – | 3684 |
|
|
2019
Q4 | $79K | Sell |
1,434
-5,415
| -79% | -$296K | 0.01% | 1076 |
|
|
2019
Q3 | $392K | Buy |
6,849
+6,399
| +1,422% | +$360K | 0.03% | 677 |
|
|
2019
Q2 | $26K | Sell |
450
-9,890
| -96% | -$545K | ﹤0.01% | 2012 |
|
|
2019
Q1 | $519K | Buy |
10,340
+9,928
| +2,410% | +$492K | 0.03% | 583 |
|
|
2018
Q4 | $18K | Sell |
412
-662
| -62% | -$32.6K | ﹤0.01% | 2025 |
|
|
2018
Q3 | $63K | Buy |
+1,074
| New | +$59.9K | ﹤0.01% | 1621 |
|
|
2018
Q1 | – | Sell |
-2,475
| Closed | -$174K | – | 3737 |
|
|
2017
Q4 | $174K | Buy |
+2,475
| New | +$171K | 0.02% | 620 |
|
|
2017
Q3 | – | Sell |
-897
| Closed | -$57K | – | 4124 |
|
|
2017
Q2 | $57K | Buy |
+897
| New | +$56.9K | 0.01% | 691 |
|
|
2017
Q1 | – | Sell |
-10,091
| Closed | -$583K | – | 3705 |
|
|
2016
Q4 | $583K | Buy |
10,091
+7,802
| +341% | +$437K | 0.06% | 314 |
|
|
2016
Q3 | $118K | Sell |
2,289
-1,820
| -44% | -$85.1K | 0.01% | 730 |
|
|
2016
Q2 | $169K | Buy |
4,109
+3,012
| +275% | +$127K | 0.02% | 770 |
|
|
2016
Q1 | $43K | Sell |
1,097
-146
| -12% | -$5.62K | 0.01% | 862 |
|
|
2015
Q4 | $56K | Buy |
+1,243
| New | +$60.7K | 0.01% | 502 |
|
|
2015
Q1 | – | Sell |
-2,593
| Closed | -$135K | – | 4807 |
|
|
2014
Q4 | $135K | Sell |
2,593
-4,238
| -62% | -$220K | 0.01% | 451 |
|
|
2014
Q3 | $358K | Buy |
6,831
+5,855
| +600% | +$306K | 0.04% | 335 |
|
|
2014
Q2 | $49K | Sell |
976
-4,814
| -83% | -$227K | 0.01% | 1312 |
|
|
2014
Q1 | $266K | Buy |
5,790
+4,862
| +524% | +$223K | 0.03% | 333 |
|
|
2013
Q4 | $46K | Sell |
928
-10,412
| -92% | -$495K | 0.01% | 1459 |
|
|
2013
Q3 | $485K | Buy |
+11,340
| New | +$473K | 0.05% | 329 |
|
Other funds holding PFG
NLI
VCM
VPM
