Anchor Investment Management’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 | $32.9K | Hold |
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|
2025
Q1 | $34.9K | Sell |
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|
2024
Q4 | $39.8K | Hold |
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|
2024
Q3 | $44.2K | Hold |
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|
2024
Q2 | $40.3K | Hold |
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|
2024
Q1 | $44.4K | Hold |
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|
2023
Q4 | $40.4K | Hold |
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|
2023
Q3 | $37K | Hold |
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|
2023
Q2 | $39K | Hold |
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|
2023
Q1 | $38.2K | Hold |
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|
2022
Q4 | $43.1K | Hold |
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|
2022
Q3 | $37.1K | Hold |
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|
2022
Q2 | $34.3K | Hold |
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|
2022
Q1 | $37.7K | Hold |
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|
2021
Q4 | $37.2K | Hold |
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|
2021
Q3 | $33.1K | Buy |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $21.8K | Hold |
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|
2020
Q4 | $18.1K | Hold |
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|
2020
Q3 | $14.7K | Hold |
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|
2020
Q2 | $15.1K | Hold |
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|
2020
Q1 | $11.4K | Buy |
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|
2019
Q4 | $19.3K | Sell |
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|
2019
Q3 | $28.6K | Hold |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $25.1K | Sell |
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|
2018
Q4 | $28.5K | Hold |
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|
2018
Q3 | $37.8K | Hold |
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|
2018
Q2 | $34.2K | Hold |
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|
2018
Q1 | $39.3K | Hold |
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|
2017
Q4 | $45.5K | Buy |
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|
2017
Q3 | $31.8K | Buy |
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|
2017
Q2 | $6.41K | Sell |
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|
2017
Q1 | $187K | Hold |
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|
2016
Q4 | $171K | Hold |
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|
2016
Q3 | $152K | Hold |
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|
2016
Q2 | $122K | Sell |
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|
2016
Q1 | $171K | Buy |
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