Chicago Partners Investment Group’s Principal Financial Group PFG Stock Holding History

Chicago Partners Investment Group’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$527K	Buy
2025 Q2	$449K	Buy
2025 Q1	$420K	Buy
2018 Q4	–	Sell
2018 Q3	$6K	Sell
2018 Q2	$18K	Buy
2018 Q1	$14K	Hold
2017 Q4	$16K	Hold
2017 Q3	$14K	Sell
2017 Q2	$37K	Buy