Independent Advisor Alliance’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 | $399K | Buy |
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|
2025
Q1 | $422K | Buy |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q3 | $329K | Sell |
|
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | $550K | Buy |
|
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|
2023
Q4 | $404K | Buy |
|
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $338K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $751K | Buy |
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|
2021
Q3 | $560K | Buy |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $501K | Buy |
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|
2020
Q4 | $403K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $289K | Buy |
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|
2018
Q1 | $368K | Buy |
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|
2017
Q4 | $441K | Buy |
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|
2017
Q3 | $403K | Sell |
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|
2017
Q2 | $425K | Buy |
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|
2017
Q1 | $388K | Buy |
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|
2016
Q4 | $359K | Buy |
|