Ascent Group’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 | $868K | Sell |
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|
2025
Q1 | $971K | Buy |
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|
2024
Q4 | $844K | Buy |
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|
2024
Q3 | $931K | Sell |
|
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|
2024
Q2 | $917K | Sell |
|
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $2.23M | Buy |
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|
2023
Q1 | $1.94M | Buy |
|
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.23M | Buy |
|