Ancora Advisors’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 | $9.85K | Buy |
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|
2025
Q1 | $7.59K | Hold |
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|
2024
Q4 | $6.97K | Hold |
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|
2024
Q3 | $7.73K | Hold |
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|
2024
Q2 | $7.06K | Sell |
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|
2024
Q1 | $62.1K | Hold |
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|
2023
Q4 | $56.6K | Buy |
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|
2023
Q3 | $6.49K | Hold |
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|
2023
Q2 | $6.83K | Hold |
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|
2023
Q1 | $6.69K | Sell |
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|
2022
Q4 | $9K | Buy |
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|
2022
Q3 | $6K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Buy |
|