Gilbert & Cook’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
Q2 | $649K | Buy |
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|
2025
Q1 | $657K | Buy |
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|
2024
Q4 | $524K | Sell |
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|
2024
Q3 | $594K | Sell |
|
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|
2024
Q2 | $566K | Sell |
|
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|
2024
Q1 | $623K | Sell |
|
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|
2023
Q4 | $602K | Sell |
|
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|
2023
Q3 | $595K | Sell |
|
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|
2023
Q2 | $638K | Hold |
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|
2023
Q1 | $625K | Hold |
|
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|
2022
Q4 | $705K | Buy |
|
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|
2022
Q3 | $687K | Sell |
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|
2022
Q2 | $577K | Buy |
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|
2022
Q1 | $624K | Buy |
|
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $534K | Buy |
|
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|
2021
Q1 | $504K | Hold |
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|
2020
Q4 | $417K | Buy |
|
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|
2020
Q3 | $324K | Sell |
|
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|
2020
Q2 | $522K | Buy |
|
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|
2020
Q1 | $390K | Buy |
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|
2019
Q4 | $608K | Sell |
|
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|
2019
Q3 | $674K | Sell |
|
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|
2019
Q2 | $754K | Buy |
|
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|
2019
Q1 | $443K | Sell |
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|
2018
Q4 | $390K | Sell |
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|
2018
Q3 | $533K | Buy |
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|
2018
Q2 | $466K | Buy |
|
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|
2018
Q1 | $518K | Sell |
|
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|
2017
Q4 | $618K | Sell |
|
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|
2017
Q3 | $733K | Buy |
|
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|
2017
Q2 | $700K | Sell |
|
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|
2017
Q1 | $879K | Sell |
|
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|
2016
Q4 | $851K | Buy |
|