HighTower 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 | $1.44M | Buy |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $2.54M | Sell |
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|
2022
Q2 | $2.37M | Buy |
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|
2022
Q1 | $2.52M | Buy |
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|
2021
Q4 | $926K | Buy |
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|
2021
Q3 | $749K | Buy |
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|
2021
Q2 | $661K | Buy |
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|
2021
Q1 | $611K | Sell |
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|
2020
Q4 | $553K | Buy |
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|
2020
Q3 | $359K | Buy |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $289K | Sell |
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|
2019
Q4 | $534K | Sell |
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|
2019
Q3 | $592K | Sell |
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|
2019
Q2 | $1.74M | Sell |
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|
2019
Q1 | $3.76M | Buy |
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|
2018
Q4 | $499K | Sell |
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|
2018
Q3 | $727K | Sell |
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|
2018
Q2 | $708K | Sell |
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|
2018
Q1 | $2.85M | Sell |
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|
2017
Q4 | $3.76M | Buy |
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|
2017
Q3 | $2.92M | Sell |
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|
2017
Q2 | $3.22M | Buy |
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|
2017
Q1 | $1.98M | Buy |
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|
2016
Q4 | $1.42M | Buy |
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|
2016
Q3 | $557K | Sell |
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|
2016
Q2 | $458K | Buy |
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|
2016
Q1 | $335K | Sell |
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|
2015
Q4 | $571K | Buy |
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|
2015
Q3 | $557K | Buy |
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|
2015
Q2 | $567K | Buy |
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|
2015
Q1 | $555K | Buy |
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|
2014
Q4 | $535K | Buy |
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|
2014
Q3 | $473K | Buy |
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|
2014
Q2 | $371K | Buy |
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|
2014
Q1 | $220K | Buy |
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|
2013
Q4 | $214K | Buy |
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