Beacon Financial 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
Q3 | $359K | Buy |
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|
2025
Q2 | $208K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $303K | Sell |
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $4.48M | Sell |
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|
2023
Q3 | $4.64M | Sell |
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|
2023
Q2 | $4.54M | Sell |
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|
2023
Q1 | $4.5M | Sell |
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|
2022
Q4 | $5.31M | Sell |
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|
2022
Q3 | $4.6M | Sell |
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|
2022
Q2 | $4.41M | Sell |
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|
2022
Q1 | $4.85M | Sell |
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|
2021
Q4 | $4.79M | Sell |
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|
2021
Q3 | $4.32M | Buy |
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|
2021
Q2 | $4.04M | Sell |
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|
2021
Q1 | $3.57M | Hold |
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|
2020
Q4 | $3.57M | Sell |
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|
2020
Q3 | $2.72M | Sell |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $2.05M | Sell |
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|
2019
Q4 | $3.48M | Buy |
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|
2019
Q3 | $3.62M | Sell |
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|
2019
Q2 | $3.69M | Sell |
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|
2019
Q1 | $3.2K | Sell |
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|
2018
Q4 | $2.79M | Buy |
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|
2018
Q3 | $3.73M | Sell |
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|
2018
Q2 | $3.48M | Buy |
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|
2018
Q1 | $4M | Sell |
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|
2017
Q4 | $4.86M | Sell |
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|
2017
Q3 | $8.41M | Sell |
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|
2017
Q2 | $8.47M | Buy |
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|
2017
Q1 | $8.24M | Sell |
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|
2016
Q4 | $7.62M | Sell |
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|
2016
Q3 | $6.71M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $527K | Buy |
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|
2015
Q2 | $377K | Buy |
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|
2015
Q1 | $320K | Buy |
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|
2014
Q4 | $247K | Sell |
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|
2014
Q3 | $255K | Buy |
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