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