Belpointe Asset Management’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 | $413K | Sell |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $329K | Sell |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $146K | Sell |
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|
2022
Q1 | $164K | Buy |
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|
2021
Q4 | $138K | Hold |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $120K | Hold |
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|
2021
Q1 | $114K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $108K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q3 | $178K | Sell |
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|
2019
Q2 | $191K | Sell |
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|
2019
Q1 | $166K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $495K | Sell |
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|
2017
Q3 | $465K | Buy |
|