Asset Dedication LLC’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 | $12.8K | Hold |
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|
2025
Q1 | $13.6K | Sell |
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|
2024
Q4 | $38.8K | Buy |
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|
2024
Q3 | $38.9K | Sell |
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|
2024
Q2 | $37.8K | Buy |
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|
2024
Q1 | $39K | Hold |
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|
2023
Q4 | $36K | Hold |
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|
2023
Q3 | $33K | Hold |
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|
2023
Q2 | $35K | Hold |
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|
2023
Q1 | $33K | Buy |
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|
2022
Q4 | $29K | Sell |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Buy |
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