DIP
DT Investment Partners’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Hold |
210
| – | – | ﹤0.01% | 344 |
|
|
2025
Q1 | $17.7K | Hold |
210
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $16.3K | Hold |
210
| – | – | ﹤0.01% | 349 |
|
|
2024
Q3 | $18K | Buy |
+210
| New | +$18K | ﹤0.01% | 368 |
|
|
2020
Q2 | – | Sell |
-15,596
| Closed | -$489K | – | 122 |
|
|
2020
Q1 | $489K | Sell |
15,596
-79,208
| -84% | -$2.48M | 0.08% | 88 |
|
|
2019
Q4 | $5.21M | Buy |
94,804
+6,486
| +7% | +$357K | 0.48% | 44 |
|
|
2019
Q3 | $5.05M | Buy |
88,318
+5,558
| +7% | +$318K | 0.65% | 25 |
|
|
2019
Q2 | $4.79M | Buy |
82,760
+7,779
| +10% | +$451K | 0.67% | 20 |
|
|
2019
Q1 | $3.76M | Buy |
74,981
+15,781
| +27% | +$792K | 0.53% | 35 |
|
|
2018
Q4 | $2.62M | Sell |
59,200
-8,652
| -13% | -$382K | 0.42% | 48 |
|
|
2018
Q3 | $3.98M | Buy |
67,852
+6,860
| +11% | +$402K | 0.57% | 32 |
|
|
2018
Q2 | $3.23M | Buy |
60,992
+8,702
| +17% | +$461K | 0.5% | 38 |
|
|
2018
Q1 | $3.19M | Buy |
52,290
+3,766
| +8% | +$229K | 0.49% | 32 |
|
|
2017
Q4 | $3.42M | Buy |
48,524
+3,828
| +9% | +$270K | 0.54% | 23 |
|
|
2017
Q3 | $2.88M | Buy |
44,696
+14,622
| +49% | +$941K | 0.48% | 24 |
|
|
2017
Q2 | $1.93M | Buy |
30,074
+2,832
| +10% | +$181K | 0.37% | 20 |
|
|
2017
Q1 | $1.72M | Buy |
27,242
+2,544
| +10% | +$161K | 0.39% | 18 |
|
|
2016
Q4 | $1.43M | Hold |
24,698
| – | – | 0.36% | 18 |
|
|
2016
Q3 | $1.27M | Buy |
24,698
+1,090
| +5% | +$56.1K | 0.33% | 20 |
|
|
2016
Q2 | $971K | Buy |
23,608
+4,347
| +23% | +$179K | 0.26% | 33 |
|
|
2016
Q1 | $760K | Buy |
+19,261
| New | +$760K | 0.22% | 38 |
|