Financial Perspectives’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 | $19.7K | Hold |
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|
2025
Q2 | $18.9K | Sell |
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|
2025
Q1 | $26.5K | Hold |
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|
2024
Q4 | $24.3K | Hold |
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|
2024
Q3 | $27K | Hold |
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|
2024
Q2 | $24.6K | Hold |
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|
2024
Q1 | $27.1K | Hold |
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|
2023
Q4 | $24.7K | Hold |
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|
2023
Q3 | $22.6K | Buy |
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|
2023
Q2 | $18.1K | Hold |
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|
2023
Q1 | $17.7K | Hold |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $24.6K | Hold |
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|
2022
Q2 | $22.8K | Hold |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $24.7K | Buy |
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|
2021
Q3 | $15.3K | Hold |
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|
2021
Q2 | $15K | Sell |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q4 | $11.8K | Hold |
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|
2020
Q3 | $9.58K | Hold |
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|
2020
Q2 | $9.89K | Hold |
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|
2020
Q1 | $7.46K | Hold |
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|
2019
Q4 | $13.1K | Buy |
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