Xponance’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 | $8.62M | Buy |
108,578
+925
| +0.9% | +$73.5K | 0.07% | 217 |
|
|
2025
Q1 | $9.08M | Buy |
107,653
+3,006
| +3% | +$254K | 0.09% | 183 |
|
|
2024
Q4 | $8.1M | Buy |
104,647
+61,439
| +142% | +$4.76M | 0.07% | 207 |
|
|
2024
Q3 | $3.71M | Buy |
43,208
+464
| +1% | +$39.9K | 0.04% | 377 |
|
|
2024
Q2 | $3.35M | Buy |
42,744
+2,578
| +6% | +$202K | 0.03% | 388 |
|
|
2024
Q1 | $3.47M | Buy |
40,166
+3,206
| +9% | +$277K | 0.04% | 380 |
|
|
2023
Q4 | $2.91M | Buy |
36,960
+5,324
| +17% | +$419K | 0.03% | 382 |
|
|
2023
Q3 | $2.28M | Buy |
31,636
+420
| +1% | +$30.3K | 0.03% | 424 |
|
|
2023
Q2 | $2.37M | Buy |
31,216
+97
| +0.3% | +$7.36K | 0.03% | 430 |
|
|
2023
Q1 | $2.31M | Buy |
31,119
+1,606
| +5% | +$119K | 0.03% | 424 |
|
|
2022
Q4 | $2.48M | Buy |
29,513
+3,620
| +14% | +$304K | 0.04% | 396 |
|
|
2022
Q3 | $1.87M | Buy |
25,893
+3,277
| +14% | +$236K | 0.04% | 403 |
|
|
2022
Q2 | $1.51M | Buy |
22,616
+5,470
| +32% | +$365K | 0.03% | 453 |
|
|
2022
Q1 | $1.26M | Buy |
17,146
+658
| +4% | +$48.3K | 0.02% | 518 |
|
|
2021
Q4 | $1.19M | Buy |
16,488
+3,598
| +28% | +$260K | 0.02% | 546 |
|
|
2021
Q3 | $830K | Sell |
12,890
-1,484
| -10% | -$95.6K | 0.02% | 650 |
|
|
2021
Q2 | $908K | Sell |
14,374
-62,178
| -81% | -$3.93M | 0.02% | 641 |
|
|
2021
Q1 | $4.59M | Buy |
76,552
+228
| +0.3% | +$13.7K | 0.1% | 180 |
|
|
2020
Q4 | $3.79M | Sell |
76,324
-2,131
| -3% | -$106K | 0.08% | 201 |
|
|
2020
Q3 | $3.16M | Sell |
78,455
-14,964
| -16% | -$603K | 0.08% | 204 |
|
|
2020
Q2 | $3.88M | Buy |
+93,419
| New | +$3.88M | 0.1% | 179 |
|