Atlas Capital 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 | $16.5K | Sell |
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|
2025
Q1 | $153K | Hold |
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|
2024
Q4 | $141K | Hold |
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|
2024
Q3 | $156K | Sell |
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|
2024
Q2 | $148K | Hold |
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|
2024
Q1 | $163K | Hold |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $179K | Sell |
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|
2023
Q2 | $192K | Sell |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $225K | Buy |
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|
2022
Q2 | $13.9K | Hold |
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|
2022
Q1 | $15.3K | Hold |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $13.4K | Hold |
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|
2021
Q2 | $13.1K | Hold |
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|
2021
Q1 | $12.5K | Hold |
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|
2020
Q4 | $10.3K | Buy |
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