Wedge Capital Management’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 | $2.42M | Buy |
30,488
+1,999
| +7% | +$159K | 0.04% | 295 |
|
|
2025
Q1 | $2.4M | Buy |
28,489
+2,508
| +10% | +$212K | 0.05% | 285 |
|
|
2024
Q4 | $2.01M | Buy |
25,981
+1,090
| +4% | +$84.4K | 0.04% | 324 |
|
|
2024
Q3 | $2.14M | Buy |
24,891
+1,110
| +5% | +$95.3K | 0.04% | 316 |
|
|
2024
Q2 | $1.87M | Sell |
23,781
-387
| -2% | -$30.4K | 0.03% | 315 |
|
|
2024
Q1 | $2.09M | Buy |
24,168
+4,187
| +21% | +$361K | 0.03% | 316 |
|
|
2023
Q4 | $1.57M | Buy |
19,981
+3,467
| +21% | +$273K | 0.03% | 317 |
|
|
2023
Q3 | $1.19M | Sell |
16,514
-28,154
| -63% | -$2.03M | 0.02% | 331 |
|
|
2023
Q2 | $3.39M | Buy |
44,668
+41,373
| +1,256% | +$3.14M | 0.05% | 315 |
|
|
2023
Q1 | $245K | Buy |
3,295
+384
| +13% | +$28.5K | ﹤0.01% | 375 |
|
|
2022
Q4 | $244K | Sell |
2,911
-411
| -12% | -$34.5K | ﹤0.01% | 373 |
|
|
2022
Q3 | $240K | Sell |
3,322
-432,348
| -99% | -$31.2M | ﹤0.01% | 364 |
|
|
2022
Q2 | $29.1M | Sell |
435,670
-35,722
| -8% | -$2.39M | 0.46% | 92 |
|
|
2022
Q1 | $34.6M | Sell |
471,392
-13,955
| -3% | -$1.02M | 0.47% | 83 |
|
|
2021
Q4 | $35.1M | Sell |
485,347
-17,787
| -4% | -$1.29M | 0.43% | 88 |
|
|
2021
Q3 | $32.4M | Sell |
503,134
-24,558
| -5% | -$1.58M | 0.42% | 73 |
|
|
2021
Q2 | $33.3M | Buy |
527,692
+22,392
| +4% | +$1.41M | 0.41% | 69 |
|
|
2021
Q1 | $30.3M | Buy |
505,300
+29,071
| +6% | +$1.74M | 0.36% | 132 |
|
|
2020
Q4 | $23.6M | Buy |
476,229
+6,041
| +1% | +$300K | 0.27% | 147 |
|
|
2020
Q3 | $18.9M | Sell |
470,188
-112,507
| -19% | -$4.53M | 0.25% | 141 |
|
|
2020
Q2 | $24.2M | Sell |
582,695
-24,893
| -4% | -$1.03M | 0.33% | 113 |
|
|
2020
Q1 | $19M | Buy |
607,588
+59,781
| +11% | +$1.87M | 0.33% | 113 |
|
|
2019
Q4 | $30.1M | Buy |
547,807
+29,656
| +6% | +$1.63M | 0.34% | 125 |
|
|
2019
Q3 | $29.6M | Sell |
518,151
-4,917
| -0.9% | -$281K | 0.34% | 111 |
|
|
2019
Q2 | $30.3M | Sell |
523,068
-7,276
| -1% | -$421K | 0.35% | 105 |
|
|
2019
Q1 | $26.6M | Sell |
530,344
-57,229
| -10% | -$2.87M | 0.3% | 111 |
|
|
2018
Q4 | $26M | Buy |
587,573
+27,010
| +5% | +$1.19M | 0.32% | 110 |
|
|
2018
Q3 | $32.8M | Buy |
560,563
+25,037
| +5% | +$1.47M | 0.31% | 107 |
|
|
2018
Q2 | $28.4M | Sell |
535,526
-2,920
| -0.5% | -$155K | 0.28% | 122 |
|
|
2018
Q1 | $32.8M | Buy |
538,446
+68,494
| +15% | +$4.17M | 0.31% | 102 |
|
|
2017
Q4 | $33.2M | Sell |
469,952
-31,079
| -6% | -$2.19M | 0.3% | 102 |
|
|
2017
Q3 | $32.2M | Buy |
501,031
+3,193
| +0.6% | +$205K | 0.3% | 116 |
|
|
2017
Q2 | $31.9M | Sell |
497,838
-20,393
| -4% | -$1.31M | 0.31% | 108 |
|
|
2017
Q1 | $32.7M | Buy |
518,231
+19,732
| +4% | +$1.25M | 0.31% | 98 |
|
|
2016
Q4 | $28.8M | Sell |
498,499
-45,926
| -8% | -$2.66M | 0.28% | 130 |
|
|
2016
Q3 | $28M | Sell |
544,425
-46,393
| -8% | -$2.39M | 0.28% | 103 |
|
|
2016
Q2 | $24.3M | Sell |
590,818
-17,188
| -3% | -$707K | 0.25% | 110 |
|
|
2016
Q1 | $24M | Buy |
608,006
+39,536
| +7% | +$1.56M | 0.25% | 127 |
|
|
2015
Q4 | $25.6M | Buy |
568,470
+29,725
| +6% | +$1.34M | 0.27% | 133 |
|
|
2015
Q3 | $25.5M | Sell |
538,745
-138,350
| -20% | -$6.55M | 0.27% | 124 |
|
|
2015
Q2 | $34.7M | Sell |
677,095
-35,250
| -5% | -$1.81M | 0.34% | 107 |
|
|
2015
Q1 | $36.6M | Buy |
712,345
+64,745
| +10% | +$3.33M | 0.37% | 98 |
|
|
2014
Q4 | $33.6M | Buy |
647,600
+16,800
| +3% | +$873K | 0.34% | 122 |
|
|
2014
Q3 | $33.1M | Sell |
630,800
-53,500
| -8% | -$2.81M | 0.35% | 96 |
|
|
2014
Q2 | $34.5M | Buy |
684,300
+40,850
| +6% | +$2.06M | 0.35% | 110 |
|
|
2014
Q1 | $29.6M | Buy |
643,450
+18,575
| +3% | +$854K | 0.31% | 123 |
|
|
2013
Q4 | $30.8M | Sell |
624,875
-33,800
| -5% | -$1.67M | 0.33% | 119 |
|
|
2013
Q3 | $28.2M | Sell |
658,675
-34,215
| -5% | -$1.47M | 0.33% | 116 |
|
|
2013
Q2 | $25.9M | Buy |
+692,890
| New | +$25.9M | 0.31% | 121 |
|