Cetera Investment Advisers’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
Q2 | $4.93M | Buy |
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|
2025
Q1 | $5.19M | Buy |
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|
2024
Q4 | $4.34M | Sell |
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|
2024
Q3 | $4.84M | Sell |
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|
2024
Q2 | $4.49M | Buy |
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.67M | Sell |
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|
2023
Q1 | $2.72M | Sell |
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|
2022
Q4 | $3.11M | Buy |
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|
2022
Q3 | $2.3M | Sell |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $2.4M | Sell |
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|
2021
Q4 | $2.41M | Sell |
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|
2021
Q3 | $2.29M | Sell |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.06M | Sell |
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|
2020
Q4 | $2.12M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $379K | Buy |
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|
2017
Q4 | $380K | Hold |
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|
2017
Q3 | $346K | Hold |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $343K | Hold |
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|
2016
Q4 | $315K | Hold |
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|
2016
Q3 | $281K | Hold |
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|
2016
Q2 | $224K | Hold |
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|
2016
Q1 | $215K | Sell |
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|
2015
Q4 | $623K | Buy |
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