IFP 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 | $708K | Sell |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $692K | Sell |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $818K | Buy |
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|
2024
Q1 | $626K | Buy |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $614K | Sell |
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|
2022
Q3 | $721K | Buy |
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|
2022
Q2 | $697K | Hold |
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|
2022
Q1 | $697K | Buy |
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|
2021
Q4 | $449K | Sell |
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|
2021
Q3 | $432K | Sell |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $309K | Sell |
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|
2020
Q2 | $309K | Sell |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $345K | Sell |
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|
2019
Q3 | $395K | Buy |
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|
2019
Q1 | $72K | Sell |
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|
2018
Q4 | $230K | Buy |
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|
2018
Q3 | $269K | Sell |
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|
2018
Q2 | $295K | Sell |
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|
2018
Q1 | $1.13M | Hold |
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|
2017
Q4 | $1.13M | Sell |
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|
2017
Q3 | $1.11M | Sell |
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|
2017
Q2 | $1.2M | Sell |
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|
2017
Q1 | $1.23M | Buy |
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|
2016
Q4 | $1.07M | Buy |
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|
2016
Q3 | $393K | Sell |
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|
2016
Q2 | $328K | Buy |
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|
2016
Q1 | $72K | Sell |
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|
2015
Q4 | $184K | Buy |
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