Denali Advisors’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 | $1.15M | Buy |
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|
2025
Q1 | $560K | Hold |
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|
2024
Q4 | $514K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $843K | Buy |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $145K | Buy |
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|
2023
Q3 | $58.8K | Sell |
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|
2023
Q2 | $70.2K | Sell |
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|
2023
Q1 | $181K | Sell |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $130K | Buy |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $44K | Sell |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $5.52M | Sell |
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|
2020
Q3 | $5.57M | Sell |
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|
2020
Q2 | $7.57M | Sell |
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|
2020
Q1 | $6.85M | Buy |
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|
2019
Q4 | $10.6M | Buy |
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|
2019
Q3 | $10.9M | Buy |
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|
2019
Q2 | $11M | Buy |
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|
2019
Q1 | $9.06M | Sell |
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|
2018
Q4 | $10.4M | Sell |
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|
2018
Q3 | $16.2M | Sell |
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|
2018
Q2 | $17.1M | Buy |
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|
2018
Q1 | $17.8M | Buy |
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|
2017
Q4 | $16.8M | Buy |
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|
2017
Q3 | $9.79M | Sell |
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|
2017
Q2 | $9.9M | Sell |
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|
2017
Q1 | $11.6M | Buy |
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|
2016
Q4 | $7.87M | Sell |
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|
2016
Q3 | $7.92M | Buy |
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|
2016
Q2 | $6.23M | Buy |
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|
2016
Q1 | $4.28M | Buy |
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|
2015
Q4 | $3.67M | Hold |
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|
2015
Q3 | $3.86M | Hold |
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|
2015
Q2 | $4.18M | Hold |
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|
2015
Q1 | $4.19M | Sell |
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|
2014
Q4 | $4.35M | Sell |
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|
2014
Q3 | $4.5M | Hold |
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|
2014
Q2 | $4.33M | Hold |
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|
2014
Q1 | $3.94M | Sell |
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|
2013
Q4 | $4.54M | Buy |
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|
2013
Q3 | $3.84M | Buy |
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|
2013
Q2 | $3.27M | Buy |
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