Atria Investments’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
Q3 | $545K | Buy |
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|
2025
Q2 | $287K | Sell |
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|
2025
Q1 | $344K | Buy |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $952K | Sell |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.38M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.92M | Sell |
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|
2018
Q2 | $2.07M | Buy |
|