United Services Automobile Association’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 | – | Sell |
-4,920
| Closed | -$409K | – | 755 |
|
|
2025
Q1 | $409K | Buy |
+4,920
| New | +$409K | 0.01% | 646 |
|
|
2021
Q4 | – | Sell |
-10,204
| Closed | -$657K | – | 125 |
|
|
2021
Q3 | $657K | Hold |
10,204
| – | – | 0.01% | 125 |
|
|
2021
Q2 | $645K | Hold |
10,204
| – | – | 0.01% | 133 |
|
|
2021
Q1 | $611K | Hold |
10,204
| – | – | 0.01% | 158 |
|
|
2020
Q4 | $506K | Hold |
10,204
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $411K | Sell |
10,204
-45,856
| -82% | -$1.95M | 0.01% | 164 |
|
|
2020
Q2 | $2.33M | Sell |
56,060
-32,936
| -37% | -$1.2M | 0.05% | 147 |
|
|
2020
Q1 | $3.22M | Buy |
88,996
+1,164
| +1% | +$55.1K | 0.04% | 165 |
|
|
2019
Q4 | $4.83M | Sell |
87,832
-8,666
| -9% | -$474K | 0.05% | 154 |
|
|
2019
Q3 | $5.51M | Sell |
96,498
-102,662
| -52% | -$5.78M | 0.07% | 148 |
|
|
2019
Q2 | $11.5M | Buy |
199,160
+57,748
| +41% | +$3.18M | 0.03% | 507 |
|
|
2019
Q1 | $7.1M | Sell |
141,412
-695
| -0.5% | -$34.4K | 0.02% | 657 |
|
|
2018
Q4 | $6.28M | Sell |
142,107
-917
| -0.6% | -$45.1K | 0.02% | 666 |
|
|
2018
Q3 | $8.38M | Hold |
143,024
| – | – | 0.02% | 640 |
|
|
2018
Q2 | $7.57M | Buy |
143,024
+55,743
| +64% | +$3.24M | 0.02% | 651 |
|
|
2018
Q1 | $5.32M | Sell |
87,281
-32,473
| -27% | -$2.14M | 0.01% | 796 |
|
|
2017
Q4 | $8.45M | Buy |
119,754
+3,574
| +3% | +$246K | 0.02% | 601 |
|
|
2017
Q3 | $7.47M | Buy |
116,180
+29,900
| +35% | +$1.92M | 0.02% | 636 |
|
|
2017
Q2 | $5.53M | Hold |
86,280
| – | – | 0.02% | 720 |
|
|
2017
Q1 | $5.45M | Buy |
86,280
+585
| +0.7% | +$35.7K | 0.02% | 707 |
|
|
2016
Q4 | $4.96M | Hold |
85,695
| – | – | 0.02% | 730 |
|
|
2016
Q3 | $4.41M | Buy |
85,695
+1,658
| +2% | +$77.5K | 0.02% | 752 |
|
|
2016
Q2 | $3.46M | Buy |
84,037
+772
| +0.9% | +$32.6K | 0.01% | 794 |
|
|
2016
Q1 | $3.29M | Buy |
83,265
+1,816
| +2% | +$69.9K | 0.01% | 799 |
|
|
2015
Q4 | $3.66M | Hold |
81,449
| – | – | 0.01% | 775 |
|
|
2015
Q3 | $3.86M | Buy |
81,449
+3,683
| +5% | +$191K | 0.01% | 752 |
|
|
2015
Q2 | $3.99M | Hold |
77,766
| – | – | 0.01% | 789 |
|
|
2015
Q1 | $4M | Buy |
77,766
+3,568
| +5% | +$179K | 0.01% | 785 |
|
|
2014
Q4 | $3.85M | Buy |
74,198
+101
| +0.1% | +$5.24K | 0.01% | 779 |
|
|
2014
Q3 | $3.89M | Sell |
74,097
-11,000
| -13% | -$575K | 0.01% | 757 |
|
|
2014
Q2 | $4.3M | Buy |
85,097
+11,000
| +15% | +$518K | 0.02% | 736 |
|
|
2014
Q1 | $3.41M | Buy |
74,097
+1,100
| +2% | +$50.3K | 0.01% | 804 |
|
|
2013
Q4 | $3.6M | Sell |
72,997
-42,900
| -37% | -$2.04M | 0.01% | 785 |
|
|
2013
Q3 | $4.96M | Buy |
115,897
+16,600
| +17% | +$692K | 0.02% | 655 |
|
|
2013
Q2 | $3.72M | Buy |
+99,297
| New | +$3.63M | 0.02% | 708 |
|
Other funds holding PFG
NLI
