CX Institutional’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 | $234K | Buy |
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|
2025
Q2 | $208K | Buy |
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|
2025
Q1 | $188K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $41K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $58K | Buy |
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|
2021
Q2 | $32K | Buy |
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|
2021
Q1 | $26K | Buy |
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|
2020
Q4 | $17K | Buy |
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|
2020
Q3 | $9K | Sell |
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|
2020
Q2 | $20K | Sell |
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|
2020
Q1 | $25K | Buy |
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|
2019
Q4 | $8K | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.99M | Buy |
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