Contravisory Investment Management’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 | – | Sell |
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|
2025
Q2 | $491K | Sell |
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|
2025
Q1 | $524K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $401K | Buy |
|
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $385K | Hold |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $391K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $306K | Buy |
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|
2019
Q3 | $313K | Buy |
|