Harbor Investment Advisory’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 | $131K | Hold |
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|
2025
Q2 | $125K | Hold |
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|
2025
Q1 | $133K | Hold |
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|
2024
Q4 | $122K | Hold |
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|
2024
Q3 | $135K | Sell |
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|
2024
Q2 | $124K | Buy |
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|
2024
Q1 | $136K | Hold |
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|
2023
Q4 | $124K | Hold |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $132K | Buy |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $78K | Hold |
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|
2021
Q3 | $69K | Hold |
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|
2021
Q2 | $68K | Hold |
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|
2021
Q1 | $65K | Buy |
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