CVA Family Office’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 | $93K | Hold |
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|
2025
Q2 | $89.1K | Buy |
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|
2025
Q1 | $87.2K | Buy |
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|
2024
Q4 | $78.5K | Buy |
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|
2024
Q3 | $85.2K | Buy |
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|
2024
Q2 | $73K | Buy |
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|
2024
Q1 | $79.8K | Hold |
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|
2023
Q4 | $72.8K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $56.9K | Buy |
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|
2023
Q1 | $53.9K | Buy |
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|
2022
Q4 | $60.4K | Buy |
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|
2022
Q3 | $49K | Buy |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $55K | Buy |
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|
2021
Q4 | $42K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $43K | Buy |
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|
2021
Q1 | $25K | Buy |
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