Wells Fargo’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 | $18.4M | Buy |
231,880
+34,818
| +18% | +$2.77M | ﹤0.01% | 1337 |
|
|
2025
Q1 | $16.6M | Buy |
197,062
+14,740
| +8% | +$1.24M | ﹤0.01% | 1328 |
|
|
2024
Q4 | $14.1M | Sell |
182,322
-77,149
| -30% | -$5.97M | ﹤0.01% | 1425 |
|
|
2024
Q3 | $22.3M | Buy |
259,471
+63,056
| +32% | +$5.42M | 0.01% | 1126 |
|
|
2024
Q2 | $15.4M | Buy |
196,415
+6,923
| +4% | +$543K | ﹤0.01% | 1306 |
|
|
2024
Q1 | $16.4M | Sell |
189,492
-4,388
| -2% | -$379K | ﹤0.01% | 1243 |
|
|
2023
Q4 | $15.3M | Sell |
193,880
-1,923
| -1% | -$151K | ﹤0.01% | 1253 |
|
|
2023
Q3 | $14.1M | Sell |
195,803
-14,384
| -7% | -$1.04M | ﹤0.01% | 1246 |
|
|
2023
Q2 | $15.9M | Sell |
210,187
-24,216
| -10% | -$1.84M | ﹤0.01% | 1227 |
|
|
2023
Q1 | $17.4M | Sell |
234,403
-9,145
| -4% | -$680K | 0.01% | 1163 |
|
|
2022
Q4 | $20.4M | Sell |
243,548
-2,724
| -1% | -$229K | 0.01% | 1051 |
|
|
2022
Q3 | $17.8M | Buy |
246,272
+28,138
| +13% | +$2.03M | 0.01% | 1087 |
|
|
2022
Q2 | $14.6M | Buy |
218,134
+24,305
| +13% | +$1.62M | ﹤0.01% | 1269 |
|
|
2022
Q1 | $14.2M | Sell |
193,829
-113,740
| -37% | -$8.35M | ﹤0.01% | 1497 |
|
|
2021
Q4 | $22.2M | Buy |
307,569
+70,276
| +30% | +$5.08M | 0.01% | 1204 |
|
|
2021
Q3 | $15.3M | Sell |
237,293
-784,701
| -77% | -$50.5M | ﹤0.01% | 1801 |
|
|
2021
Q2 | $64.6M | Buy |
1,021,994
+707,650
| +225% | +$44.7M | 0.01% | 895 |
|
|
2021
Q1 | $18.8M | Sell |
314,344
-22,026
| -7% | -$1.32M | ﹤0.01% | 1667 |
|
|
2020
Q4 | $16.7M | Buy |
336,370
+64,608
| +24% | +$3.21M | ﹤0.01% | 1672 |
|
|
2020
Q3 | $10.9M | Sell |
271,762
-3,058
| -1% | -$123K | ﹤0.01% | 1820 |
|
|
2020
Q2 | $11.4M | Buy |
274,820
+97,901
| +55% | +$4.07M | ﹤0.01% | 1735 |
|
|
2020
Q1 | $5.54M | Sell |
176,919
-138,634
| -44% | -$4.34M | ﹤0.01% | 2121 |
|
|
2019
Q4 | $17.4M | Buy |
315,553
+42,775
| +16% | +$2.35M | ﹤0.01% | 1544 |
|
|
2019
Q3 | $15.6M | Buy |
272,778
+2,823
| +1% | +$161K | ﹤0.01% | 1600 |
|
|
2019
Q2 | $15.6M | Sell |
269,955
-60,861
| -18% | -$3.53M | ﹤0.01% | 1611 |
|
|
2019
Q1 | $16.6M | Sell |
330,816
-59,240
| -15% | -$2.97M | ﹤0.01% | 1569 |
|
|
2018
Q4 | $17.2M | Buy |
390,056
+57,140
| +17% | +$2.52M | 0.01% | 1456 |
|
|
2018
Q3 | $19.5M | Sell |
332,916
-166,181
| -33% | -$9.74M | 0.01% | 1514 |
|
|
2018
Q2 | $26.4M | Sell |
499,097
-119,105
| -19% | -$6.31M | 0.01% | 1297 |
|
|
2018
Q1 | $37.7M | Buy |
618,202
+99,960
| +19% | +$6.09M | 0.01% | 1063 |
|
|
2017
Q4 | $36.6M | Buy |
518,242
+28,178
| +6% | +$1.99M | 0.01% | 1082 |
|
|
2017
Q3 | $31.5M | Buy |
490,064
+72,596
| +17% | +$4.67M | 0.01% | 1140 |
|
|
2017
Q2 | $26.7M | Sell |
417,468
-183,846
| -31% | -$11.8M | 0.01% | 1198 |
|
|
2017
Q1 | $38M | Buy |
601,314
+39,616
| +7% | +$2.5M | 0.01% | 1005 |
|
|
2016
Q4 | $32.5M | Buy |
561,698
+32,321
| +6% | +$1.87M | 0.01% | 1057 |
|
|
2016
Q3 | $27.3M | Buy |
529,377
+62,620
| +13% | +$3.23M | 0.01% | 1100 |
|
|
2016
Q2 | $19.2M | Buy |
466,757
+80,804
| +21% | +$3.32M | 0.01% | 1337 |
|
|
2016
Q1 | $15.2M | Sell |
385,953
-174,574
| -31% | -$6.89M | 0.01% | 1453 |
|
|
2015
Q4 | $25.2M | Sell |
560,527
-20,381
| -4% | -$917K | 0.01% | 1167 |
|
|
2015
Q3 | $27.5M | Sell |
580,908
-4,679
| -0.8% | -$221K | 0.01% | 1083 |
|
|
2015
Q2 | $30M | Buy |
585,587
+184,971
| +46% | +$9.49M | 0.01% | 1088 |
|
|
2015
Q1 | $20.6M | Buy |
400,616
+65,885
| +20% | +$3.38M | 0.01% | 1321 |
|
|
2014
Q4 | $17.4M | Buy |
334,731
+69,283
| +26% | +$3.6M | 0.01% | 1385 |
|
|
2014
Q3 | $13.9M | Sell |
265,448
-24,543
| -8% | -$1.29M | 0.01% | 1507 |
|
|
2014
Q2 | $14.6M | Buy |
289,991
+110,804
| +62% | +$5.59M | 0.01% | 1515 |
|
|
2014
Q1 | $8.24M | Buy |
179,187
+39,481
| +28% | +$1.82M | ﹤0.01% | 1940 |
|
|
2013
Q4 | $6.89M | Buy |
139,706
+716
| +0.5% | +$35.3K | ﹤0.01% | 2015 |
|
|
2013
Q3 | $5.95M | Buy |
138,990
+3,146
| +2% | +$135K | ﹤0.01% | 2065 |
|
|
2013
Q2 | $5.09M | Buy |
+135,844
| New | +$5.09M | ﹤0.01% | 2106 |
|