Chesley Taft & Associates’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 | $271K | Buy |
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|
2025
Q2 | $259K | Buy |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2024
Q1 | $272K | Buy |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $218K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $879K | Sell |
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|
2017
Q4 | $1.06M | Buy |
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|
2017
Q3 | $962K | Buy |
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