Westpac Banking Corp’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
2026
Q1
$46K Hold
511
﹤0.01% 480
2025
Q4
$45.1K Hold
511
﹤0.01% 450
2025
Q3
$42.4K Hold
511
﹤0.01% 441
2025
Q2
$40.6K Hold
511
﹤0.01% 450
2025
Q1
$43.1K Sell
511
-518
-50% -$43.1K ﹤0.01% 452
2024
Q4
$79.7K Hold
1,029
0.01% 430
2024
Q3
$88.4K Hold
1,029
0.01% 441
2024
Q2
$80.7K Sell
1,029
-830
-45% -$67.4K 0.01% 395
2024
Q1
$160K Buy
1,859
+388
+26% +$31.1K 0.01% 362
2023
Q4
$116K Buy
1,471
+551
+60% +$39.9K 0.01% 382
2023
Q3
$66.3K Hold
920
0.01% 458
2023
Q2
$69.8K Sell
920
-22,728
-96% -$1.64M ﹤0.01% 430
2023
Q1
$1.76M Hold
23,648
0.02% 541
2022
Q4
$1.98M Buy
23,648
+531
+2% +$45.6K 0.03% 514
2022
Q3
$1.67M Hold
23,117
0.03% 535
2022
Q2
$1.54M Hold
23,117
0.02% 589
2022
Q1
$1.7M Sell
23,117
-300
-1% -$21.7K 0.02% 606
2021
Q4
$1.69M Buy
23,417
+689
+3% +$48.1K 0.02% 601
2021
Q3
$1.46M Sell
22,728
-1,945
-8% -$125K 0.02% 647
2021
Q2
$1.56M Buy
24,673
+1,945
+9% +$124K 0.02% 661
2021
Q1
$1.36M Hold
22,728
0.02% 634
2020
Q4
$1.13M Hold
22,728
0.01% 698
2020
Q3
$915K Hold
22,728
0.01% 680
2020
Q2
$944K Hold
22,728
0.01% 653
2020
Q1
$712K Sell
22,728
-6,400
-22% -$303K 0.01% 663
2019
Q4
$1.6M Buy
29,128
+6,400
+28% +$350K 0.02% 594
2019
Q3
$1.3M Hold
22,728
0.02% 602
2019
Q2
$1.32M Hold
22,728
0.02% 515
2019
Q1
$1.14M Buy
22,728
+5,187
+30% +$257K 0.02% 521
2018
Q4
$775K Hold
17,541
0.01% 634
2018
Q3
$1.03M Hold
17,541
0.02% 535
2018
Q2
$929K Hold
17,541
0.02% 511
2018
Q1
$1.07M Hold
17,541
0.02% 473
2017
Q4
$1.24M Hold
17,541
0.03% 436
2017
Q3
$1.13M Sell
17,541
-596
-3% -$38.3K 0.02% 487
2017
Q2
$1.16M Hold
18,137
0.03% 489
2017
Q1
$1.14M Hold
18,137
0.01% 620
2016
Q4
$1.05M Hold
18,137
0.01% 567
2016
Q3
$934K Buy
18,137
+2,139
+13% +$100K 0.01% 573
2016
Q2
$658K Buy
15,998
+3,859
+32% +$163K 0.01% 675
2016
Q1
$479K Sell
12,139
-84,000
-87% -$3.23M 0.01% 668
2015
Q4
$4.32M Sell
96,139
-66
-0.1% -$3.22K 0.05% 332
2015
Q3
$4.55M Sell
96,205
-11,259
-10% -$583K 0.05% 326
2015
Q2
$5.51M Buy
107,464
+29,755
+38% +$1.54M 0.05% 300
2015
Q1
$4.1M Buy
77,709
+58,200
+298% +$2.92M 0.04% 402
2014
Q4
$1.01M Hold
19,509
0.01% 614
2014
Q3
$1.02M Sell
19,509
-1,300
-6% -$68K 0.01% 610
2014
Q2
$1.05M Hold
20,809
0.01% 601
2014
Q1
$957K Buy
20,809
+1,946
+10% +$89.1K 0.01% 573
2013
Q4
$930K Sell
18,863
-1,800
-9% -$85.5K 0.01% 600
2013
Q3
$885K Sell
20,663
-61,059
-75% -$2.55M 0.01% 589
2013
Q2
$2.83M Buy
+81,722
New +$2.99M 0.04% 358

Other funds holding PFG