Donoghue Forlines’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 | $1.53M | Buy |
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|
2025
Q1 | $1.5M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $1.44M | Sell |
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|
2022
Q4 | $2.18M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $657K | Sell |
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|
2019
Q4 | $3.34M | Sell |
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|
2019
Q3 | $4.36M | Sell |
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|
2019
Q2 | $6.57M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $13.9M | Sell |
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|
2018
Q2 | $15.2M | Buy |
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