Cresset Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Buy |
10,749
+540
| +5% | +$42.9K | ﹤0.01% | 830 |
|
|
2025
Q1 | $861K | Buy |
10,209
+292
| +3% | +$24.6K | ﹤0.01% | 824 |
|
|
2024
Q4 | $768K | Sell |
9,917
-23,179
| -70% | -$1.79M | ﹤0.01% | 883 |
|
|
2024
Q3 | $2.84M | Buy |
33,096
+1,519
| +5% | +$130K | 0.01% | 633 |
|
|
2024
Q2 | $2.48M | Buy |
31,577
+12,387
| +65% | +$972K | 0.01% | 614 |
|
|
2024
Q1 | $1.66M | Buy |
19,190
+475
| +3% | +$41K | 0.01% | 729 |
|
|
2023
Q4 | $1.47M | Buy |
18,715
+2,166
| +13% | +$170K | 0.01% | 707 |
|
|
2023
Q3 | $1.19M | Buy |
16,549
+2,291
| +16% | +$165K | ﹤0.01% | 736 |
|
|
2023
Q2 | $1.08M | Buy |
14,258
+10,720
| +303% | +$813K | ﹤0.01% | 775 |
|
|
2023
Q1 | $263K | Buy |
3,538
+1,120
| +46% | +$83.3K | 0.01% | 675 |
|
|
2022
Q4 | $203K | Sell |
2,418
-698
| -22% | -$58.6K | ﹤0.01% | 635 |
|
|
2022
Q3 | $225K | Buy |
+3,116
| New | +$225K | ﹤0.01% | 760 |
|
|
2022
Q2 | – | Sell |
-8,616
| Closed | -$633K | – | 1053 |
|
|
2022
Q1 | $633K | Sell |
8,616
-286
| -3% | -$21K | 0.01% | 530 |
|
|
2021
Q4 | $644K | Buy |
8,902
+5,108
| +135% | +$370K | 0.01% | 607 |
|
|
2021
Q3 | $244K | Buy |
3,794
+356
| +10% | +$22.9K | ﹤0.01% | 942 |
|
|
2021
Q2 | $217K | Buy |
+3,438
| New | +$217K | ﹤0.01% | 921 |
|
|
2019
Q2 | – | Sell |
-832
| Closed | -$42K | – | 1336 |
|
|
2019
Q1 | $42K | Buy |
832
+550
| +195% | +$27.8K | ﹤0.01% | 835 |
|
|
2018
Q4 | $12K | Buy |
+282
| New | +$12K | ﹤0.01% | 818 |
|