Truist 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 | $588K | Sell |
7,405
-1,035
| -12% | -$82.2K | ﹤0.01% | 1867 |
|
|
2025
Q1 | $712K | Sell |
8,440
-1,378
| -14% | -$116K | ﹤0.01% | 1672 |
|
|
2024
Q4 | $760K | Sell |
9,818
-407
| -4% | -$31.5K | ﹤0.01% | 1664 |
|
|
2024
Q3 | $878K | Sell |
10,225
-592
| -5% | -$50.9K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $849K | Sell |
10,817
-1,943
| -15% | -$152K | ﹤0.01% | 1683 |
|
|
2024
Q1 | $1.1M | Sell |
12,760
-1,051
| -8% | -$90.7K | ﹤0.01% | 1560 |
|
|
2023
Q4 | $1.09M | Sell |
13,811
-3,792
| -22% | -$298K | ﹤0.01% | 1547 |
|
|
2023
Q3 | $1.27M | Sell |
17,603
-3,065
| -15% | -$221K | ﹤0.01% | 1460 |
|
|
2023
Q2 | $1.57M | Sell |
20,668
-2,347
| -10% | -$178K | ﹤0.01% | 1362 |
|
|
2023
Q1 | $1.71M | Sell |
23,015
-5,632
| -20% | -$419K | ﹤0.01% | 1292 |
|
|
2022
Q4 | $2.4M | Sell |
28,647
-517
| -2% | -$43.4K | ﹤0.01% | 1116 |
|
|
2022
Q3 | $2.1M | Buy |
29,164
+11,171
| +62% | +$806K | ﹤0.01% | 1139 |
|
|
2022
Q2 | $1.2M | Buy |
17,993
+2,439
| +16% | +$163K | ﹤0.01% | 1447 |
|
|
2022
Q1 | $1.14M | Sell |
15,554
-300
| -2% | -$22K | ﹤0.01% | 1564 |
|
|
2021
Q4 | $1.15M | Buy |
15,854
+3,887
| +32% | +$281K | ﹤0.01% | 1546 |
|
|
2021
Q3 | $771K | Buy |
11,967
+2,062
| +21% | +$133K | ﹤0.01% | 1736 |
|
|
2021
Q2 | $626K | Buy |
9,905
+315
| +3% | +$19.9K | ﹤0.01% | 1903 |
|
|
2021
Q1 | $575K | Buy |
9,590
+338
| +4% | +$20.3K | ﹤0.01% | 1877 |
|
|
2020
Q4 | $460K | Sell |
9,252
-13,380
| -59% | -$665K | ﹤0.01% | 1875 |
|
|
2020
Q3 | $911K | Sell |
22,632
-1,455
| -6% | -$58.6K | ﹤0.01% | 1404 |
|
|
2020
Q2 | $1M | Buy |
24,087
+6,967
| +41% | +$289K | ﹤0.01% | 1293 |
|
|
2020
Q1 | $536K | Sell |
17,120
-2,943
| -15% | -$92.1K | ﹤0.01% | 1509 |
|
|
2019
Q4 | $1.1M | Buy |
+20,063
| New | +$1.1M | ﹤0.01% | 1377 |
|
|
2017
Q2 | – | Sell |
-5,014
| Closed | -$317K | – | 816 |
|
|
2017
Q1 | $317K | Sell |
5,014
-1,814
| -27% | -$115K | 0.01% | 675 |
|
|
2016
Q4 | $396K | Sell |
6,828
-1,488
| -18% | -$86.3K | 0.01% | 631 |
|
|
2016
Q3 | $428K | Sell |
8,316
-1,870
| -18% | -$96.2K | 0.01% | 607 |
|
|
2016
Q2 | $419K | Sell |
10,186
-8,143
| -44% | -$335K | 0.01% | 618 |
|
|
2016
Q1 | $723K | Sell |
18,329
-8,521
| -32% | -$336K | 0.02% | 480 |
|
|
2015
Q4 | $1.21M | Buy |
26,850
+11,333
| +73% | +$509K | 0.03% | 392 |
|
|
2015
Q3 | $734K | Buy |
+15,517
| New | +$734K | 0.02% | 466 |
|