Utah Retirement Systems’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
37,152
-423
| -1% | -$33.6K | 0.03% | 459 |
|
|
2025
Q1 | $3.17M | Sell |
37,575
-138
| -0.4% | -$11.6K | 0.04% | 419 |
|
|
2024
Q4 | $2.92M | Sell |
37,713
-300
| -0.8% | -$23.2K | 0.03% | 446 |
|
|
2024
Q3 | $3.27M | Sell |
38,013
-600
| -2% | -$51.5K | 0.04% | 420 |
|
|
2024
Q2 | $3.03M | Sell |
38,613
-2,500
| -6% | -$196K | 0.04% | 413 |
|
|
2024
Q1 | $3.55M | Sell |
41,113
-700
| -2% | -$60.4K | 0.04% | 392 |
|
|
2023
Q4 | $3.29M | Buy |
41,813
+200
| +0.5% | +$15.7K | 0.04% | 396 |
|
|
2023
Q3 | $3M | Buy |
41,613
+100
| +0.2% | +$7.21K | 0.04% | 391 |
|
|
2023
Q2 | $3.15M | Sell |
41,513
-1,600
| -4% | -$121K | 0.04% | 397 |
|
|
2023
Q1 | $3.2M | Buy |
43,113
+100
| +0.2% | +$7.43K | 0.05% | 392 |
|
|
2022
Q4 | $3.61M | Sell |
43,013
-1,300
| -3% | -$109K | 0.06% | 335 |
|
|
2022
Q3 | $3.2M | Sell |
44,313
-300
| -0.7% | -$21.6K | 0.05% | 350 |
|
|
2022
Q2 | $2.98M | Sell |
44,613
-1,500
| -3% | -$100K | 0.05% | 377 |
|
|
2022
Q1 | $3.39M | Sell |
46,113
-1,400
| -3% | -$103K | 0.05% | 392 |
|
|
2021
Q4 | $3.44M | Sell |
47,513
-400
| -0.8% | -$28.9K | 0.04% | 411 |
|
|
2021
Q3 | $3.09M | Sell |
47,913
-3,300
| -6% | -$213K | 0.04% | 433 |
|
|
2021
Q2 | $3.24M | Sell |
51,213
-900
| -2% | -$56.9K | 0.04% | 442 |
|
|
2021
Q1 | $3.12M | Sell |
52,113
-2,300
| -4% | -$138K | 0.04% | 416 |
|
|
2020
Q4 | $2.7M | Buy |
54,413
+2,400
| +5% | +$119K | 0.04% | 452 |
|
|
2020
Q3 | $2.09M | Buy |
52,013
+400
| +0.8% | +$16.1K | 0.03% | 466 |
|
|
2020
Q2 | $2.14M | Sell |
51,613
-900
| -2% | -$37.4K | 0.04% | 413 |
|
|
2020
Q1 | $1.65M | Sell |
52,513
-100
| -0.2% | -$3.13K | 0.04% | 434 |
|
|
2019
Q4 | $2.89M | Buy |
52,613
+200
| +0.4% | +$11K | 0.05% | 357 |
|
|
2019
Q3 | $3M | Buy |
52,413
+200
| +0.4% | +$11.4K | 0.06% | 333 |
|
|
2019
Q2 | $3.02M | Buy |
52,213
+72
| +0.1% | +$4.17K | 0.06% | 334 |
|
|
2019
Q1 | $2.62M | Sell |
52,141
-337
| -0.6% | -$16.9K | 0.05% | 363 |
|
|
2018
Q4 | $2.32M | Hold |
52,478
| – | – | 0.05% | 351 |
|
|
2018
Q3 | $3.07M | Buy |
52,478
+100
| +0.2% | +$5.86K | 0.06% | 319 |
|
|
2018
Q2 | $2.77M | Buy |
52,378
+2,700
| +5% | +$143K | 0.06% | 340 |
|
|
2018
Q1 | $3.03M | Buy |
49,678
+100
| +0.2% | +$6.09K | 0.06% | 305 |
|
|
2017
Q4 | $3.5M | Buy |
49,578
+700
| +1% | +$49.4K | 0.07% | 275 |
|
|
2017
Q3 | $3.14M | Buy |
48,878
+100
| +0.2% | +$6.43K | 0.07% | 284 |
|
|
2017
Q2 | $3.13M | Sell |
48,778
-200
| -0.4% | -$12.8K | 0.07% | 287 |
|
|
2017
Q1 | $3.09M | Buy |
48,978
+100
| +0.2% | +$6.31K | 0.07% | 283 |
|
|
2016
Q4 | $2.83M | Hold |
48,878
| – | – | 0.07% | 290 |
|
|
2016
Q3 | $2.52M | Hold |
48,878
| – | – | 0.07% | 313 |
|
|
2016
Q2 | $2.01M | Sell |
48,878
-3,900
| -7% | -$160K | 0.05% | 369 |
|
|
2016
Q1 | $2.08M | Hold |
52,778
| – | – | 0.06% | 357 |
|
|
2015
Q4 | $2.37M | Buy |
52,778
+100
| +0.2% | +$4.5K | 0.06% | 312 |
|
|
2015
Q3 | $2.49M | Buy |
52,678
+300
| +0.6% | +$14.2K | 0.07% | 290 |
|
|
2015
Q2 | $2.69M | Sell |
52,378
-200
| -0.4% | -$10.3K | 0.07% | 295 |
|
|
2015
Q1 | $2.7M | Buy |
52,578
+1,800
| +4% | +$92.5K | 0.07% | 297 |
|
|
2014
Q4 | $2.64M | Hold |
50,778
| – | – | 0.07% | 293 |
|
|
2014
Q3 | $2.66M | Sell |
50,778
-200
| -0.4% | -$10.5K | 0.08% | 275 |
|
|
2014
Q2 | $2.57M | Sell |
50,978
-1,700
| -3% | -$85.8K | 0.07% | 290 |
|
|
2014
Q1 | $2.42M | Buy |
52,678
+400
| +0.8% | +$18.4K | 0.07% | 310 |
|
|
2013
Q4 | $2.58M | Hold |
52,278
| – | – | 0.08% | 284 |
|
|
2013
Q3 | $2.24M | Sell |
52,278
-500
| -0.9% | -$21.4K | 0.07% | 306 |
|
|
2013
Q2 | $1.98M | Buy |
+52,778
| New | +$1.98M | 0.07% | 318 |
|