Empirical Wealth Management’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 | $381K | Sell |
|
|||||
|
2025
Q1 | $474K | Sell |
|
|||||
|
2024
Q4 | $468K | Sell |
|
|||||
|
2024
Q3 | $567K | Hold |
|
|||||
|
2024
Q2 | $518K | Sell |
|
|||||
|
2024
Q1 | $648K | Sell |
|
|||||
|
2023
Q4 | $591K | Sell |
|
|||||
|
2023
Q3 | $568K | Buy |
|
|||||
|
2023
Q2 | $595K | Sell |
|
|||||
|
2023
Q1 | $738K | Buy |
|
|||||
|
2022
Q4 | $830K | Buy |
|
|||||
|
2022
Q3 | $697K | Sell |
|
|||||
|
2022
Q2 | $724K | Sell |
|
|||||
|
2022
Q1 | $1.02M | Sell |
|
|||||
|
2021
Q4 | $1.07M | Sell |
|
|||||
|
2021
Q3 | $1.1M | Sell |
|
|||||
|
2021
Q2 | $1.33M | Buy |
|
|||||
|
2021
Q1 | $1.12M | Buy |
|
|||||
|
2020
Q4 | $750K | Sell |
|
|||||
|
2020
Q3 | $648K | Sell |
|
|||||
|
2020
Q2 | $759K | Buy |
|
|||||
|
2020
Q1 | $367K | Buy |
|
|||||
|
2019
Q4 | $520K | Buy |
|
|||||
|
2019
Q3 | $431K | Buy |
|
|||||
|
2019
Q2 | $329K | Sell |
|
|||||
|
2019
Q1 | $291K | Buy |
|