Cerity Partners’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 | $4.62M | Buy |
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|
2025
Q2 | $3.01M | Buy |
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|
2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.58M | Buy |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.54M | Buy |
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|
2023
Q1 | $29.9M | Buy |
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|
2022
Q4 | $460K | Buy |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $268K | Buy |
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|
2022
Q1 | $218K | Buy |
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|
2021
Q4 | $205K | Buy |
|