Equitable Holdings’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 | $683K | Buy |
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|
2025
Q2 | $646K | Buy |
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|
2025
Q1 | $677K | Buy |
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|
2024
Q4 | $619K | Buy |
|
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|
2024
Q3 | $669K | Buy |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $497K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $366K | Buy |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $205K | Buy |
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