Covestor’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 | $31K | Sell |
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|
2025
Q2 | $60K | Buy |
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|
2025
Q1 | $57K | Buy |
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|
2024
Q4 | $42K | Buy |
|
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|
2024
Q3 | $19K | Buy |
|
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|
2024
Q2 | $17K | Sell |
|
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|
2024
Q1 | $108K | Sell |
|
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|
2023
Q4 | $100K | Buy |
|
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|
2023
Q3 | $72K | Buy |
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|
2023
Q2 | $72K | Buy |
|
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|
2023
Q1 | $45K | Buy |
|
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|
2022
Q4 | $48K | Sell |
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|
2022
Q3 | $89K | Sell |
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|
2022
Q2 | $100K | Sell |
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|
2022
Q1 | $133K | Buy |
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|
2021
Q4 | $71K | Buy |
|