Twin Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-133
| Closed | -$10.6K | – | 1955 |
|
|
2025
Q2 | $10.6K | Buy |
+133
| New | +$10.2K | ﹤0.01% | 1541 |
|
|
2021
Q4 | – | Sell |
-28,936
| Closed | -$2.02M | – | 1889 |
|
|
2021
Q3 | $1.86M | Buy |
+28,936
| New | +$1.86M | 0.06% | 1045 |
|
|
2020
Q4 | – | Sell |
-2,602
| Closed | -$119K | – | 1545 |
|
|
2020
Q3 | $105K | Sell |
2,602
-3,617
| -58% | -$154K | 0.01% | 1067 |
|
|
2020
Q2 | $258K | Buy |
6,219
+5,974
| +2,438% | +$218K | 0.01% | 1223 |
|
|
2020
Q1 | $8K | Sell |
245
-10,805
| -98% | -$511K | ﹤0.01% | 1266 |
|
|
2019
Q4 | $608K | Buy |
+11,050
| New | +$605K | 0.04% | 946 |
|
|
2018
Q4 | – | Sell |
-195
| Closed | -$11K | – | 1557 |
|
|
2018
Q3 | $11K | Sell |
195
-565
| -74% | -$31.5K | ﹤0.01% | 1003 |
|
|
2018
Q2 | $40K | Sell |
760
-19,913
| -96% | -$1.16M | ﹤0.01% | 1067 |
|
|
2018
Q1 | $1.26M | Buy |
+20,673
| New | +$1.36M | 0.12% | 619 |
|
|
2017
Q1 | – | Sell |
-1,274
| Closed | -$74K | – | 1267 |
|
|
2016
Q4 | $74K | Buy |
1,274
+489
| +62% | +$27.4K | 0.01% | 1052 |
|
|
2016
Q3 | $40K | Sell |
785
-4,443
| -85% | -$208K | 0.01% | 1043 |
|
|
2016
Q2 | $215K | Buy |
5,228
+5,225
| +174,167% | +$221K | 0.04% | 967 |
|
|
2016
Q1 | $0 | Buy |
+3
| New | +$115 | ﹤0.01% | 1487 |
|
|
2015
Q4 | – | Sell |
-1,596
| Closed | -$76K | – | 1589 |
|
|
2015
Q3 | $76K | Buy |
+1,596
| New | +$82.7K | 0.02% | 1143 |
|
|
2014
Q2 | – | Sell |
-6,953
| Closed | -$320K | – | 1073 |
|
|
2014
Q1 | $320K | Buy |
+6,953
| New | +$318K | 0.14% | 801 |
|
Other funds holding PFG
NLI
