IEQ Capital’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
Q4 | $4.45M | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $804K | Buy |
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|
2024
Q2 | $492K | Buy |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $216K | Sell |
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|
2021
Q3 | $207K | Buy |
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