Ameritas Investment Partners’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 | $175K | Sell |
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|
2025
Q2 | $180K | Hold |
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|
2025
Q1 | $192K | Sell |
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|
2024
Q4 | $188K | Hold |
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|
2024
Q3 | $208K | Sell |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $228K | Sell |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $245K | Sell |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $196K | Sell |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $222K | Hold |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $194K | Sell |
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|
2020
Q3 | $185K | Hold |
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|
2020
Q2 | $190K | Hold |
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|
2020
Q1 | $143K | Sell |
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|
2019
Q4 | $254K | Buy |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $260K | Sell |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $214K | Hold |
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|
2018
Q3 | $284K | Sell |
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|
2018
Q2 | $272K | Sell |
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|
2018
Q1 | $354K | Hold |
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|
2017
Q4 | $410K | Sell |
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|
2017
Q3 | $384K | Hold |
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|
2017
Q2 | $394K | Hold |
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|
2017
Q1 | $388K | Sell |
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|
2016
Q4 | $370K | Hold |
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|
2016
Q3 | $329K | Buy |
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|
2016
Q2 | $219K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $227K | Hold |
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|
2015
Q3 | $239K | Hold |
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|
2015
Q2 | $259K | Hold |
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|
2015
Q1 | $259K | Hold |
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|
2014
Q4 | $262K | Hold |
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|
2014
Q3 | $265K | Sell |
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|
2014
Q2 | $270K | Sell |
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|
2014
Q1 | $257K | Sell |
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|
2013
Q4 | $289K | Hold |
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|
2013
Q3 | $251K | Buy |
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