Brown Advisory’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 | $271K | Buy |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $246K | Buy |
|
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $235K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $223K | Sell |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $261K | Buy |
|