Wolverine Trading’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Sell |
4,300
-2,000
| -32% | -$160K | ﹤0.01% | 4136 |
|
|
2025
Q2 | $499K | Buy |
+6,300
| New | +$484K | ﹤0.01% | 2952 |
|
|
2025
Q1 | – | Sell |
-5,400
| Closed | -$417K | – | 5555 |
|
|
2024
Q4 | $417K | Sell |
5,400
-900
| -14% | -$75.8K | ﹤0.01% | 3605 |
|
|
2024
Q3 | $542K | Buy |
6,300
+1,800
| +40% | +$145K | ﹤0.01% | 2978 |
|
|
2024
Q2 | $353K | Sell |
4,500
-1,500
| -25% | -$122K | ﹤0.01% | 3197 |
|
|
2024
Q1 | $518K | Buy |
6,000
+1,200
| +25% | +$96.3K | ﹤0.01% | 2813 |
|
|
2023
Q4 | $378K | Buy |
4,800
+1,800
| +60% | +$130K | ﹤0.01% | 3229 |
|
|
2023
Q3 | $216K | Sell |
3,000
-7,500
| -71% | -$582K | ﹤0.01% | 3667 |
|
|
2023
Q2 | $794K | Sell |
10,500
-1,800
| -15% | -$130K | ﹤0.01% | 2198 |
|
|
2023
Q1 | $912K | Buy |
12,300
+3,000
| +32% | +$255K | ﹤0.01% | 1973 |
|
|
2022
Q4 | $780K | Buy |
9,300
+5,700
| +158% | +$489K | ﹤0.01% | 2014 |
|
|
2022
Q3 | $257K | Sell |
3,600
-300
| -8% | -$21.5K | ﹤0.01% | 3310 |
|
|
2022
Q2 | $263K | Sell |
3,900
-10,100
| -72% | -$710K | ﹤0.01% | 3218 |
|
|
2022
Q1 | $1.04M | Buy |
14,000
+11,200
| +400% | +$811K | ﹤0.01% | 2399 |
|
|
2021
Q4 | $202K | Sell |
2,800
-1,100
| -28% | -$76.8K | ﹤0.01% | 4699 |
|
|
2021
Q3 | $255K | Sell |
3,900
-4,000
| -51% | -$257K | ﹤0.01% | 4963 |
|
|
2021
Q2 | $497K | Buy |
7,900
+3,200
| +68% | +$205K | ﹤0.01% | 3692 |
|
|
2021
Q1 | $285K | Buy |
+4,700
| New | +$262K | ﹤0.01% | 4534 |
|
|
2020
Q4 | – | Sell |
-18,100
| Closed | -$725K | – | 5303 |
|
|
2020
Q3 | $725K | Sell |
18,100
-2,100
| -10% | -$89.5K | ﹤0.01% | 2398 |
|
|
2020
Q2 | $815K | Buy |
20,200
+13,200
| +189% | +$482K | ﹤0.01% | 2223 |
|
|
2020
Q1 | $232K | Sell |
7,000
-3,400
| -33% | -$161K | ﹤0.01% | 3512 |
|
|
2019
Q4 | $568K | Buy |
+10,400
| New | +$569K | ﹤0.01% | 2956 |
|
|
2019
Q3 | – | Sell |
-17,900
| Closed | -$1.04M | – | 4848 |
|
|
2019
Q2 | $1.04M | Buy |
17,900
+6,100
| +52% | +$336K | ﹤0.01% | 2006 |
|
|
2019
Q1 | $592K | Buy |
+11,800
| New | +$585K | ﹤0.01% | 2577 |
|
|
2018
Q4 | – | Sell |
-9,600
| Closed | -$562K | – | 5119 |
|
|
2018
Q3 | $562K | Buy |
9,600
+6,200
| +182% | +$346K | ﹤0.01% | 2980 |
|
|
2018
Q2 | $207K | Hold |
3,400
| – | – | ﹤0.01% | 4336 |
|
|
2018
Q1 | $207K | Sell |
3,400
-3,600
| -51% | -$237K | ﹤0.01% | 4336 |
|
|
2017
Q4 | $494K | Sell |
7,000
-19,800
| -74% | -$1.36M | ﹤0.01% | 3013 |
|
|
2017
Q3 | $1.72M | Buy |
+26,800
| New | +$1.72M | 0.01% | 1443 |
|
|
2017
Q1 | – | Sell |
-18,200
| Closed | -$1.05M | – | 4810 |
|
|
2016
Q4 | $1.05M | Buy |
18,200
+12,000
| +194% | +$672K | 0.01% | 1868 |
|
|
2016
Q3 | $313K | Sell |
6,200
-5,300
| -46% | -$248K | ﹤0.01% | 3174 |
|
|
2016
Q2 | $463K | Buy |
+11,500
| New | +$485K | ﹤0.01% | 2303 |
|
Other funds holding PFG
NLI
