Edgestream Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $225K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.13M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $889K | Sell |
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|
2020
Q3 | $2.71M | Sell |
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|
2020
Q2 | $3.02M | Buy |
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|
2020
Q1 | $1.58M | Sell |
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|
2019
Q4 | $5.01M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.12M | Sell |
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|
2018
Q1 | $3.79M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $236K | Buy |
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