Twin Capital Management’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 | $430K | Sell |
4,774
-120
| -2% | -$11K | 0.06% | 254 |
|
|
2025
Q4 | $432K | Buy |
4,894
+43
| +0.9% | +$3.63K | 0.05% | 234 |
|
|
2025
Q3 | $402K | Sell |
4,851
-209
| -4% | -$16.7K | 0.05% | 245 |
|
|
2025
Q2 | $402K | Sell |
5,060
-47
| -0.9% | -$3.61K | 0.04% | 239 |
|
|
2025
Q1 | $431K | Sell |
5,107
-145
| -3% | -$12.1K | 0.05% | 248 |
|
|
2024
Q4 | $407K | Sell |
5,252
-72
| -1% | -$6.07K | 0.04% | 257 |
|
|
2024
Q3 | $457K | Sell |
5,324
-125
| -2% | -$10.1K | 0.05% | 249 |
|
|
2024
Q2 | $427K | Sell |
5,449
-58
| -1% | -$4.71K | 0.05% | 239 |
|
|
2024
Q1 | $475K | Sell |
5,507
-44
| -0.8% | -$3.53K | 0.06% | 238 |
|
|
2023
Q4 | $437K | Sell |
5,551
-174
| -3% | -$12.6K | 0.06% | 233 |
|
|
2023
Q3 | $413K | Sell |
5,725
-551
| -9% | -$42.8K | 0.06% | 232 |
|
|
2023
Q2 | $476K | Sell |
6,276
-159
| -2% | -$11.5K | 0.06% | 235 |
|
|
2023
Q1 | $478K | Sell |
6,435
-502
| -7% | -$42.6K | 0.07% | 237 |
|
|
2022
Q4 | $582K | Sell |
6,937
-69
| -1% | -$5.92K | 0.08% | 229 |
|
|
2022
Q3 | $505K | Sell |
7,006
-12,929
| -65% | -$929K | 0.07% | 236 |
|
|
2022
Q2 | $1.33M | Sell |
19,935
-70
| -0.3% | -$4.92K | 0.17% | 157 |
|
|
2022
Q1 | $1.47M | Sell |
20,005
-100
| -0.5% | -$7.24K | 0.16% | 167 |
|
|
2021
Q4 | $1.45M | Sell |
20,105
-1,880
| -9% | -$131K | 0.15% | 165 |
|
|
2021
Q3 | $1.42M | Sell |
21,985
-3,400
| -13% | -$218K | 0.15% | 162 |
|
|
2021
Q2 | $1.6M | Buy |
25,385
+820
| +3% | +$52.4K | 0.15% | 161 |
|
|
2021
Q1 | $1.47M | Sell |
24,565
-5,410
| -18% | -$302K | 0.15% | 163 |
|
|
2020
Q4 | $1.49M | Sell |
29,975
-870
| -3% | -$39.9K | 0.14% | 167 |
|
|
2020
Q3 | $1.24M | Buy |
30,845
+21,305
| +223% | +$908K | 0.11% | 185 |
|
|
2020
Q2 | $396K | Sell |
9,540
-460
| -5% | -$16.8K | 0.04% | 251 |
|
|
2020
Q1 | $313K | Buy |
10,000
+60
| +0.6% | +$2.84K | 0.03% | 256 |
|
|
2019
Q4 | $547K | Sell |
9,940
-360
| -3% | -$19.7K | 0.05% | 251 |
|
|
2019
Q3 | $589K | Sell |
10,300
-540
| -5% | -$30.4K | 0.04% | 241 |
|
|
2019
Q2 | $628K | Sell |
10,840
-31,980
| -75% | -$1.76M | 0.04% | 240 |
|
|
2019
Q1 | $2.15M | Sell |
42,820
-100
| -0.2% | -$4.96K | 0.11% | 215 |
|
|
2018
Q4 | $1.9M | Sell |
42,920
-7,016
| -14% | -$345K | 0.11% | 211 |
|
|
2018
Q3 | $2.93M | Buy |
49,936
+6,096
| +14% | +$340K | 0.13% | 190 |
|
|
2018
Q2 | $2.32M | Buy |
43,840
+430
| +1% | +$25K | 0.12% | 213 |
|
|
2018
Q1 | $2.64M | Sell |
43,410
-18,000
| -29% | -$1.18M | 0.14% | 186 |
|
|
2017
Q4 | $4.33M | Sell |
61,410
-10,145
| -14% | -$699K | 0.21% | 137 |
|
|
2017
Q3 | $4.6M | Buy |
71,555
+495
| +0.7% | +$31.8K | 0.24% | 124 |
|
|
2017
Q2 | $4.55M | Sell |
71,060
-3,300
| -4% | -$209K | 0.27% | 117 |
|
|
2017
Q1 | $4.69M | Sell |
74,360
-804
| -1% | -$49K | 0.29% | 107 |
|
|
2016
Q4 | $4.35M | Buy |
75,164
+8,800
| +13% | +$493K | 0.28% | 109 |
|
|
2016
Q3 | $3.42M | Buy |
66,364
+10,514
| +19% | +$492K | 0.23% | 137 |
|
|
2016
Q2 | $2.3M | Buy |
+55,850
| New | +$2.36M | 0.17% | 154 |
|
Other funds holding PFG
NLI
VCM
VPM
