Farmers & Merchants Investments Inc’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 | $227K | Sell |
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|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $389K | Buy |
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|
2024
Q2 | $290K | Hold |
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|
2024
Q1 | $319K | Hold |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $325K | Buy |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $358K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $346K | Sell |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $245K | Hold |
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|
2020
Q4 | $203K | Sell |
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|
2020
Q3 | $176K | Buy |
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|
2020
Q2 | $176K | Buy |
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|
2020
Q1 | $132K | Sell |
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|
2019
Q4 | $324K | Sell |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $366K | Buy |
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|
2019
Q1 | $255K | Sell |
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|
2018
Q4 | $241K | Sell |
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|
2018
Q3 | $328K | Sell |
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|
2018
Q2 | $308K | Sell |
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|
2018
Q1 | $370K | Sell |
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|
2017
Q4 | $461K | Buy |
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|
2017
Q3 | $389K | Buy |
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|
2017
Q2 | $352K | Buy |
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|
2017
Q1 | $227K | Sell |
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|
2016
Q4 | $241K | Buy |
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|
2016
Q3 | $153K | Hold |
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|
2016
Q2 | $122K | Hold |
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|
2016
Q1 | $118K | Sell |
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|
2015
Q4 | $152K | Sell |
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|
2015
Q3 | $172K | Buy |
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|
2015
Q2 | $164K | Sell |
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|
2015
Q1 | $178K | Hold |
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|
2014
Q4 | $180K | Buy |
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|
2014
Q3 | $169K | Hold |
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|
2014
Q2 | $163K | Sell |
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|
2014
Q1 | $173K | Hold |
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|
2013
Q4 | $186K | Sell |
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|
2013
Q3 | $201K | Hold |
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|
2013
Q2 | $176K | Buy |
|