Cambria Investment 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 | $9.47M | Hold |
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|
2025
Q2 | $9.47M | Sell |
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|
2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $12.4M | Sell |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $8.55M | Buy |
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|
2023
Q2 | $8.29M | Sell |
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|
2023
Q1 | $9.02M | Buy |
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|
2022
Q4 | $9.82M | Buy |
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|
2022
Q3 | $6.88M | Buy |
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|
2022
Q2 | $5.64M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $276K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.13M | Sell |
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|
2017
Q1 | $1.25M | Buy |
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