AssetMark Inc’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 | $638K | Buy |
|
|||||
|
2025
Q1 | $201K | Buy |
|
|||||
|
2024
Q4 | $155K | Buy |
|
|||||
|
2024
Q3 | $172K | Sell |
|
|||||
|
2024
Q2 | $171K | Buy |
|
|||||
|
2024
Q1 | $177K | Buy |
|
|||||
|
2023
Q4 | $94.9K | Sell |
|
|||||
|
2023
Q3 | $34.5M | Buy |
|
|||||
|
2023
Q2 | $33.7M | Sell |
|
|||||
|
2023
Q1 | $36.8M | Buy |
|
|||||
|
2022
Q4 | $185K | Buy |
|
|||||
|
2022
Q3 | $31K | Hold |
|
|||||
|
2022
Q2 | $29K | Sell |
|
|||||
|
2022
Q1 | $33K | Buy |
|
|||||
|
2021
Q4 | $31K | Buy |
|
|||||
|
2021
Q3 | $4K | Sell |
|
|||||
|
2021
Q2 | $3.74M | Buy |
|
|||||
|
2021
Q1 | $3K | Hold |
|
|||||
|
2020
Q4 | $3K | Hold |
|
|||||
|
2020
Q3 | $2K | Sell |
|
|||||
|
2020
Q2 | $2K | Sell |
|
|||||
|
2020
Q1 | $35K | Sell |
|
|||||
|
2019
Q4 | $142K | Sell |
|
|||||
|
2019
Q3 | $270K | Sell |
|
|||||
|
2019
Q2 | $306K | Sell |
|
|||||
|
2019
Q1 | $336K | Buy |
|
|||||
|
2018
Q4 | $265K | Sell |
|
|||||
|
2018
Q3 | $11.8M | Buy |
|
|||||
|
2018
Q2 | $10M | Buy |
|
|||||
|
2018
Q1 | $11.2M | Buy |
|
|||||
|
2017
Q4 | $11.4M | Sell |
|
|||||
|
2017
Q3 | $10.4M | Buy |
|
|||||
|
2017
Q2 | $4K | Hold |
|
|||||
|
2017
Q1 | $4K | Buy |
|