Allworth Financial’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
Q2 | $659K | Buy |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $642K | Buy |
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|
2024
Q3 | $642K | Sell |
|
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|
2024
Q2 | $691K | Buy |
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|
2024
Q1 | $697K | Sell |
|
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|
2023
Q4 | $648K | Sell |
|
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|
2023
Q3 | $607K | Buy |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $633K | Buy |
|
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|
2022
Q4 | $617K | Buy |
|
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|
2022
Q3 | $528K | Buy |
|
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $291K | Buy |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q3 | $104K | Buy |
|
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|
2020
Q2 | $91K | Sell |
|
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|
2020
Q1 | $109K | Buy |
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|
2019
Q4 | $119K | Buy |
|
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|
2019
Q3 | $62K | Buy |
|
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|
2019
Q2 | $62K | Buy |
|
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|
2019
Q1 | $54K | Buy |
|
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|
2018
Q4 | $47K | Hold |
|
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|
2018
Q3 | $63K | Hold |
|
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|
2018
Q2 | $57K | Hold |
|
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|
2018
Q1 | $65K | Buy |
|
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|
2017
Q4 | $62K | Hold |
|
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|
2017
Q3 | $56K | Hold |
|
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|
2017
Q2 | $56K | Hold |
|
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|
2017
Q1 | $55K | Hold |
|
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|
2016
Q4 | $51K | Hold |
|
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|
2016
Q3 | $45K | Hold |
|
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|
2016
Q2 | $36K | Buy |
|
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|
2016
Q1 | $15K | Buy |
|
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|
2015
Q4 | $17K | Buy |
|
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|
2015
Q3 | $18K | Buy |
|
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|
2015
Q2 | $19K | Buy |
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|
2015
Q1 | $19K | Buy |
|