WorldQuant Millennium Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
137,301
+3,591
| +3% | +$285K | 0.05% | 253 |
|
|
2025
Q1 | $11.3M | Sell |
133,710
-2,830
| -2% | -$239K | 0.07% | 230 |
|
|
2024
Q4 | $10.6M | Sell |
136,540
-4,291
| -3% | -$332K | 0.07% | 244 |
|
|
2024
Q3 | $12.1M | Buy |
140,831
+36,338
| +35% | +$3.12M | 0.09% | 216 |
|
|
2024
Q2 | $8.2M | Sell |
104,493
-34
| -0% | -$2.67K | 0.07% | 220 |
|
|
2024
Q1 | $9.02M | Hold |
104,527
| – | – | 0.11% | 206 |
|
|
2023
Q4 | $8.22M | Buy |
+104,527
| New | +$8.22M | 0.12% | 195 |
|
|
2023
Q1 | – | Sell |
-38,660
| Closed | -$3.24M | – | 396 |
|
|
2022
Q4 | $3.24M | Buy |
+38,660
| New | +$3.24M | 0.07% | 229 |
|