HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.44M | Sell |
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|
2024
Q1 | $5.26M | Buy |
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|
2023
Q4 | $4.74M | Buy |
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|
2023
Q3 | $4.33M | Sell |
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|
2023
Q2 | $4.65M | Sell |
|
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|
2023
Q1 | $4.69M | Buy |
|
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|
2022
Q4 | $5.27M | Sell |
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|
2022
Q3 | $4.62M | Sell |
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|
2022
Q2 | $4.3M | Buy |
|
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|
2022
Q1 | $4.64M | Buy |
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|
2021
Q4 | $4.15M | Buy |
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|
2021
Q3 | $3.67M | Sell |
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|
2021
Q2 | $3.61K | Buy |
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|
2021
Q1 | $3.32M | Buy |
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|
2020
Q4 | $2.75M | Buy |
|