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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.4K | Hold |
238
| – | – | 0.01% | 425 |
|
|
2025
Q4 | $21K | Hold |
238
| – | – | 0.01% | 427 |
|
|
2025
Q3 | $19.7K | Hold |
238
| – | – | 0.01% | 428 |
|
|
2025
Q2 | $18.9K | Sell |
238
-76
| -24% | -$5.83K | 0.01% | 423 |
|
|
2025
Q1 | $26.5K | Hold |
314
| – | – | 0.01% | 370 |
|
|
2024
Q4 | $24.3K | Hold |
314
| – | – | 0.01% | 386 |
|
|
2024
Q3 | $27K | Hold |
314
| – | – | 0.01% | 352 |
|
|
2024
Q2 | $24.6K | Hold |
314
| – | – | 0.01% | 355 |
|
|
2024
Q1 | $27.1K | Hold |
314
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $24.7K | Hold |
314
| – | – | 0.01% | 357 |
|
|
2023
Q3 | $22.6K | Buy |
314
+76
| +32% | +$5.9K | 0.01% | 343 |
|
|
2023
Q2 | $18.1K | Hold |
238
| – | – | 0.01% | 373 |
|
|
2023
Q1 | $17.7K | Hold |
238
| – | – | 0.01% | 374 |
|
|
2022
Q4 | $20K | Sell |
238
-103
| -30% | -$8.84K | 0.01% | 358 |
|
|
2022
Q3 | $24.6K | Hold |
341
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $22.8K | Hold |
341
| – | – | 0.01% | 332 |
|
|
2022
Q1 | $25K | Hold |
341
| – | – | 0.01% | 342 |
|
|
2021
Q4 | $24.7K | Buy |
341
+103
| +43% | +$7.19K | 0.01% | 329 |
|
|
2021
Q3 | $15.3K | Hold |
238
| – | – | 0.01% | 389 |
|
|
2021
Q2 | $15K | Sell |
238
-14,032
| -98% | -$897K | 0.01% | 415 |
|
|
2021
Q1 | $238K | Buy |
14,270
+14,032
| +5,896% | +$782K | 0.01% | 380 |
|
|
2020
Q4 | $11.8K | Hold |
238
| – | – | 0.01% | 391 |
|
|
2020
Q3 | $9.58K | Hold |
238
| – | – | 0.01% | 376 |
|
|
2020
Q2 | $9.89K | Hold |
238
| – | – | 0.01% | 352 |
|
|
2020
Q1 | $7.46K | Hold |
238
| – | – | 0.01% | 352 |
|
|
2019
Q4 | $13.1K | Buy |
+238
| New | +$13K | 0.01% | 301 |
|
Other funds holding PFG
NLI
VCM
VPM
