Crestline 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
Q1 | – | Sell |
|
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.39M | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $1.52M | Buy |
|
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|
2023
Q1 | $1.11M | Buy |
|
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $2.74M | Buy |
|
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|
2019
Q3 | – | Sell |
|
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|
2019
Q2 | $6.09M | Buy |
|
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $8.66M | Buy |
|