Brinker Capital 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 | $330K | Buy |
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|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $357K | Buy |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $240K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q2 | $239K | Sell |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $3K | Buy |
|