DZ Bank’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 | $580K | Hold |
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|
2025
Q2 | $556K | Hold |
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|
2025
Q1 | $591K | Sell |
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|
2024
Q4 | $2.94M | Sell |
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|
2024
Q3 | $5.84M | Buy |
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|
2024
Q2 | $4.79M | Hold |
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|
2024
Q1 | $5.27M | Sell |
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|
2023
Q4 | $8.26M | Hold |
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|
2023
Q3 | $7.57M | Sell |
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|
2023
Q2 | $8M | Buy |
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|
2023
Q1 | $7.81M | Hold |
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|
2022
Q4 | $8.81M | Hold |
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|
2022
Q3 | $7.58M | Sell |
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|
2022
Q2 | $18.4M | Sell |
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|
2022
Q1 | $20.3M | Hold |
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|
2021
Q4 | $19.9M | Hold |
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|
2021
Q3 | $17.8M | Sell |
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|
2021
Q2 | $28.4M | Sell |
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|
2021
Q1 | $40.7M | Buy |
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|
2020
Q4 | $32M | Buy |
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|
2020
Q3 | $20M | Buy |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $8.11M | Buy |
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|
2019
Q4 | $12.9M | Buy |
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|
2019
Q3 | $1.69M | Sell |
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|
2019
Q2 | $8.61M | Buy |
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|
2019
Q1 | $73K | Hold |
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|
2018
Q4 | $63K | Hold |
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|
2018
Q3 | $85K | Hold |
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|
2018
Q2 | $77K | Sell |
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|
2018
Q1 | $102K | Buy |
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|
2017
Q4 | $102K | Sell |
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|
2017
Q3 | $235K | Buy |
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|
2017
Q2 | $222K | Sell |
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|
2017
Q1 | $1.69M | Buy |
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|
2016
Q4 | $84K | Buy |
|