Burney Company’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 | $245K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $439K | Sell |
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|
2023
Q3 | $429K | Sell |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $624K | Sell |
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|
2022
Q3 | $612K | Sell |
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|
2022
Q2 | $657K | Sell |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $968K | Buy |
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|
2020
Q3 | $776K | Buy |
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|
2020
Q2 | $727K | Buy |
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|
2020
Q1 | $286K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $337K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $430K | Buy |
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|
2016
Q3 | $283K | Buy |
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