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
-1,100
Closed -$87.4K 1954
2025
Q2
$87.4K Sell
1,100
-4,500
-80% -$345K ﹤0.01% 1530
2025
Q1
$472K Buy
5,600
+1,000
+22% +$83.2K 0.01% 1338
2024
Q4
$356K Buy
+4,600
New +$388K 0.01% 1363
2023
Q4
Sell
-12,200
Closed -$879K 1692
2023
Q3
$879K Buy
+12,200
New +$947K 0.03% 984
2022
Q1
Sell
-118,500
Closed -$8.57M 1929
2021
Q4
$8.57M Sell
118,500
-12,900
-10% -$900K 0.21% 668
2021
Q3
$8.46M Sell
131,400
-53,800
-29% -$3.45M 0.25% 627
2021
Q2
$11.7M Buy
185,200
+18,400
+11% +$1.18M 0.35% 469
2021
Q1
$10M Buy
166,800
+130,200
+356% +$7.26M 0.38% 453
2020
Q4
$1.82M Buy
36,600
+6,100
+20% +$279K 0.07% 873
2020
Q3
$1.23M Buy
+30,500
New +$1.3M 0.07% 858
2020
Q2
Sell
-11,700
Closed -$367K 1765
2020
Q1
$367K Sell
11,700
-53,200
-82% -$2.52M 0.02% 1006
2019
Q4
$3.57M Sell
64,900
-4,800
-7% -$263K 0.22% 585
2019
Q3
$3.98M Sell
69,700
-7,300
-9% -$411K 0.29% 533
2019
Q2
$4.46M Buy
+77,000
New +$4.24M 0.32% 482

Other funds holding PFG