CWA Asset Management Group’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
Q2 | $424K | Sell |
|
|||||
|
2025
Q1 | $456K | Buy |
|
|||||
|
2024
Q4 | $410K | Buy |
|
|||||
|
2024
Q3 | $454K | Buy |
|
|||||
|
2024
Q1 | $457K | Sell |
|
|||||
|
2023
Q4 | $421K | Sell |
|
|||||
|
2023
Q3 | $386K | Sell |
|
|||||
|
2023
Q2 | $407K | Buy |
|
|||||
|
2023
Q1 | $387K | Buy |
|
|||||
|
2022
Q4 | $431K | Buy |
|
|||||
|
2022
Q3 | $369K | Sell |
|
|||||
|
2022
Q2 | $354K | Sell |
|
|||||
|
2022
Q1 | $392K | Hold |
|
|||||
|
2021
Q4 | $386K | Buy |
|
|||||
|
2021
Q3 | $343K | Sell |
|
|||||
|
2021
Q2 | $342K | Buy |
|
|||||
|
2021
Q1 | $314K | Sell |
|
|||||
|
2020
Q4 | $264K | Buy |
|