UMB Bank’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
Q2 | $184K | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $536K | Sell |
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|
2024
Q2 | $673K | Sell |
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|
2024
Q1 | $936K | Sell |
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|
2023
Q4 | $953K | Sell |
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|
2023
Q3 | $931K | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $15.8M | Buy |
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|
2022
Q4 | $17.6M | Buy |
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|
2022
Q3 | $636K | Sell |
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|
2022
Q2 | $592K | Sell |
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|
2022
Q1 | $658K | Sell |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $495K | Buy |
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|
2021
Q2 | $467K | Sell |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $391K | Sell |
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|
2020
Q3 | $469K | Hold |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $376K | Sell |
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|
2019
Q4 | $812K | Sell |
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|
2019
Q3 | $865 | Sell |
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|
2019
Q2 | $928 | Sell |
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|
2019
Q1 | $960K | Sell |
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|
2018
Q4 | $1.15K | Sell |
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|
2018
Q3 | $1.75M | Sell |
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|
2018
Q2 | $1.79M | Sell |
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|
2018
Q1 | $5.04M | Sell |
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|
2017
Q4 | $21M | Sell |
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|
2017
Q3 | $19.1M | Sell |
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|
2017
Q2 | $19.5M | Buy |
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|
2017
Q1 | $18.4M | Buy |
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|
2016
Q4 | $16.6M | Buy |
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|
2016
Q3 | $7.58M | Buy |
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|
2016
Q2 | $925K | Sell |
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|
2016
Q1 | $912K | Sell |
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|
2015
Q4 | $1.06M | Hold |
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|
2015
Q3 | $1.12M | Sell |
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|
2015
Q2 | $1.22K | Sell |
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|
2015
Q1 | $1.63K | Buy |
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|
2014
Q4 | $1.56M | Sell |
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|
2014
Q3 | $1.59K | Sell |
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|
2014
Q2 | $1.6M | Sell |
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|
2014
Q1 | $1.59M | Sell |
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|
2013
Q4 | $5.24K | Buy |
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|
2013
Q3 | $4.51K | Buy |
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|
2013
Q2 | $3.71K | Buy |
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