GHP Investment Advisors’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 | $82.8K | Buy |
|
|||||
|
2025
Q2 | $30.5K | Hold |
|
|||||
|
2025
Q1 | $32.4K | Hold |
|
|||||
|
2024
Q4 | $29.7K | Hold |
|
|||||
|
2024
Q3 | $33K | Buy |
|
|||||
|
2024
Q2 | $26.8K | Buy |
|
|||||
|
2024
Q1 | $19.5K | Hold |
|
|||||
|
2023
Q4 | $17.8K | Sell |
|
|||||
|
2023
Q3 | $26.8K | Buy |
|
|||||
|
2023
Q2 | $12.3K | Hold |
|
|||||
|
2023
Q1 | $11.7K | Sell |
|
|||||
|
2022
Q4 | $17.1K | Buy |
|
|||||
|
2022
Q3 | $15K | Buy |
|
|||||
|
2022
Q2 | $7K | Buy |
|
|||||
|
2022
Q1 | $2K | Buy |
|