Capital Fund Management (CFM)’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 | $1.69M | Buy |
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|
2025
Q2 | $1.49M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $519K | Sell |
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|
2019
Q3 | $3.98M | Sell |
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|
2019
Q2 | $8.71M | Buy |
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|
2019
Q1 | $2.1M | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $517K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.23M | Sell |
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|
2017
Q3 | $11M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2.6M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.75M | Buy |
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