Holderness Investments Company’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 | $735K | Hold |
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|
2025
Q1 | $780K | Sell |
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|
2024
Q4 | $723K | Sell |
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|
2024
Q3 | $804K | Sell |
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|
2024
Q2 | $773K | Sell |
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|
2024
Q1 | $855K | Sell |
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|
2023
Q4 | $782K | Hold |
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|
2023
Q3 | $716K | Sell |
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|
2023
Q2 | $759K | Sell |
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|
2023
Q1 | $745K | Buy |
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|
2022
Q4 | $839K | Sell |
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|
2022
Q3 | $733K | Sell |
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|
2022
Q2 | $681K | Sell |
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|
2022
Q1 | $770K | Hold |
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|
2021
Q4 | $759K | Sell |
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|
2021
Q3 | $676K | Buy |
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|
2021
Q2 | $655K | Hold |
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|
2021
Q1 | $621K | Buy |
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|
2020
Q4 | $451K | Buy |
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|
2020
Q3 | $342K | Hold |
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|
2020
Q2 | $353K | Buy |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $548K | Hold |
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|
2019
Q3 | $570K | Sell |
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|
2019
Q2 | $580K | Sell |
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|
2019
Q1 | $521K | Sell |
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|
2018
Q4 | $462K | Sell |
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|
2018
Q3 | $613K | Hold |
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|
2018
Q2 | $554K | Hold |
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|
2018
Q1 | $638K | Sell |
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|
2017
Q4 | $774K | Hold |
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|
2017
Q3 | $706K | Sell |
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|
2017
Q2 | $738K | Sell |
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|
2017
Q1 | $737K | Hold |
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|
2016
Q4 | $676K | Hold |
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|
2016
Q3 | $601K | Buy |
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|
2016
Q2 | $476K | Sell |
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|
2016
Q1 | $514K | Sell |
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|
2015
Q4 | $590K | Buy |
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|
2015
Q3 | $609K | Buy |
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|
2015
Q2 | $599K | Sell |
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|
2015
Q1 | $604K | Hold |
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|
2014
Q4 | $611K | Buy |
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