Westpac Banking Corp’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 | $40.6K | Hold |
511
| – | – | ﹤0.01% | 450 |
|
|
2025
Q1 | $43.1K | Sell |
511
-518
| -50% | -$43.7K | ﹤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% | -$65.1K | 0.01% | 395 |
|
|
2024
Q1 | $160K | Buy |
1,859
+388
| +26% | +$33.5K | 0.01% | 362 |
|
|
2023
Q4 | $116K | Buy |
1,471
+551
| +60% | +$43.3K | 0.01% | 382 |
|
|
2023
Q3 | $66.3K | Hold |
920
| – | – | 0.01% | 458 |
|
|
2023
Q2 | $69.8K | Sell |
920
-22,728
| -96% | -$1.72M | ﹤0.01% | 430 |
|
|
2023
Q1 | $1.76M | Hold |
23,648
| – | – | 0.02% | 541 |
|
|
2022
Q4 | $1.98M | Buy |
23,648
+531
| +2% | +$44.6K | 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% | -$22K | 0.02% | 606 |
|
|
2021
Q4 | $1.69M | Buy |
23,417
+689
| +3% | +$49.8K | 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% | +$123K | 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% | -$201K | 0.01% | 663 |
|
|
2019
Q4 | $1.6M | Buy |
29,128
+6,400
| +28% | +$352K | 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% | +$260K | 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% | 619 |
|
|
2016
Q4 | $1.05M | Hold |
18,137
| – | – | 0.01% | 565 |
|
|
2016
Q3 | $934K | Buy |
18,137
+2,139
| +13% | +$110K | 0.01% | 573 |
|
|
2016
Q2 | $658K | Buy |
15,998
+3,859
| +32% | +$159K | 0.01% | 675 |
|
|
2016
Q1 | $479K | Sell |
12,139
-84,000
| -87% | -$3.31M | 0.01% | 668 |
|
|
2015
Q4 | $4.32M | Sell |
96,139
-66
| -0.1% | -$2.97K | 0.05% | 331 |
|
|
2015
Q3 | $4.55M | Sell |
96,205
-11,259
| -10% | -$533K | 0.05% | 324 |
|
|
2015
Q2 | $5.51M | Buy |
107,464
+29,755
| +38% | +$1.53M | 0.05% | 300 |
|
|
2015
Q1 | $4.1M | Buy |
77,709
+58,200
| +298% | +$3.07M | 0.04% | 402 |
|
|
2014
Q4 | $1.01M | Hold |
19,509
| – | – | 0.01% | 614 |
|
|
2014
Q3 | $1.02M | Sell |
19,509
-1,300
| -6% | -$68.2K | 0.01% | 609 |
|
|
2014
Q2 | $1.05M | Hold |
20,809
| – | – | 0.01% | 601 |
|
|
2014
Q1 | $957K | Buy |
20,809
+1,946
| +10% | +$89.5K | 0.01% | 573 |
|
|
2013
Q4 | $930K | Sell |
18,863
-1,800
| -9% | -$88.8K | 0.01% | 600 |
|
|
2013
Q3 | $885K | Sell |
20,663
-61,059
| -75% | -$2.61M | 0.01% | 589 |
|
|
2013
Q2 | $2.83M | Buy |
+81,722
| New | +$2.83M | 0.04% | 358 |
|