Greenwood Capital Associates’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 | $1.37M | Sell |
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|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.47M | Sell |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $1.4M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $916K | Buy |
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|
2021
Q3 | $663K | Buy |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $443K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $227K | Buy |
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|
2014
Q3 | $227K | Buy |
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|
2014
Q2 | $218K | Buy |
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