Global Retirement Partners’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 | $136K | Buy |
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|
2025
Q2 | $130K | Buy |
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|
2024
Q4 | $95.2K | Sell |
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|
2024
Q3 | $132K | Buy |
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|
2024
Q2 | $110K | Buy |
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|
2024
Q1 | $112K | Buy |
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|
2023
Q4 | $85.4K | Sell |
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|
2023
Q3 | $82.4K | Buy |
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|
2023
Q2 | $76.9K | Sell |
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|
2023
Q1 | $71.8K | Buy |
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|
2022
Q4 | $16.7K | Buy |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.86M | Buy |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.38M | Hold |
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|
2020
Q3 | $1.12M | Hold |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $875K | Buy |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $38K | Sell |
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|
2019
Q1 | $34K | Hold |
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|
2018
Q4 | $30K | Sell |
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|
2018
Q3 | $56K | Sell |
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|
2018
Q2 | $69K | Sell |
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|
2018
Q1 | $96K | Hold |
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|
2017
Q4 | $111K | Hold |
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|
2017
Q3 | $101K | Hold |
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|
2017
Q2 | $101K | Sell |
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|
2017
Q1 | $158K | Buy |
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|
2016
Q4 | $139K | Buy |
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